UCx Administration Guide-V4

7/27/2019 UCx Administration Guide-V4

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UCx Administration Guide

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Table of Contents

1 Introduction ___________________________________________________________________________ 6

1.1 Supported Hardware ________________________________________________________________ 6

1.1.1 Supported SIP Phones _________________________________________________________ 6

1.1.2 Supported Nortel IP Phones ____________________________________________________ 6

1.1.3 Supported Nortel Digital Phones _________________________________________________ 6

1.2 Supported Capacity _________________________________________________________________ 7

1.3 Prerequisites ______________________________________________________________________ 7

1.3.1 Enviromental Requirements _____________________________________________________ 7

1.3.2 Network Requirements _________________________________________________________ 8

2 Planning your UCx Server Configuration ____________________________________________________ 11

2.1 Network Configuration ______________________________________________________________ 11

2.2 Security Configuration ______________________________________________________________ 122.2.1 Access to the UC x System from Public Network ___________________________________ 12

2.2.2 Password Strategy ___________________________________________________________ 12

2.3 Numbering Plan Configuration _______________________________________________________ 13

2.3.1 Extension Numbers __________________________________________________________ 14

2.3.2 Inbound Routes _____________________________________________________________ 14

2.3.3 Outbound Routes ____________________________________________________________ 14

2.3.4 Feature Codes ______________________________________________________________ 14

2.4 Extension Options _________________________________________________________________ 15

2.4.1 SIP Extensions ______________________________________________________________ 15

2.4.2 Nortel Extensions ____________________________________________________________ 162.5 Trunk Configuration ________________________________________________________________ 17

2.6 Voicemail and IVR Greetings ________________________________________________________ 17

3 Getting Started with the UCx Server _______________________________________________________ 18

3.1 Unpacking the UCx Server Hardware __________________________________________________ 18

3.2 Connecting the UCx Server to the Network _____________________________________________ 18

4 Configuring Telephone Sets for Use with UCx Server _________________________________________ 20

4.1 Configuring LAN Settings ___________________________________________________________ 20

4.2 Configuring Provisioning Server ______________________________________________________ 20

4.3 Configuring SIP Phones ____________________________________________________________ 21

4.4 Configuring Nortel Phones __________________________________________________________ 224.4.1 Configuring Nortel IP Phones ___________________________________________________ 23

4.4.2 Configuring UCx Digital Gateway with Nortel Digital Phones __________________________ 24


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5 Configuring the UCx Server _____________________________________________________________ 26

5.1 Accessing the Web-based Configuration Utility __________________________________________ 26

5.2 Accessing User Extension Portal _____________________________________________________ 27

5.2.1 Access Using Voice Mail Box Credentials _________________________________________ 27

5.3 Configuring System Settings _________________________________________________________ 30

5.3.1 Monitoring System Status _____________________________________________________ 305.3.2 Configuring Network Settings ___________________________________________________ 31

5.3.3 Configuring User Management _________________________________________________ 34

5.3.4 Shutting Down the System _____________________________________________________ 40

5.3.5 Updating System Software _____________________________________________________ 41

5.3.6 Backing Up and Restoring System Configuration ___________________________________ 44

5.3.7 Configuring Preference Settings ________________________________________________ 48

5.3.8 Configuring Software Licenses _________________________________________________ 51

5.4 Configuring PBX Settings ___________________________________________________________ 54

5.4.1 Applying Configuration Changes ________________________________________________ 54

5.4.2 Configuring General Settings ___________________________________________________ 555.4.3 Configuring Settings for Nortel Phones ___________________________________________ 56

5.4.4 Configuring Settings for SIP Phones _____________________________________________ 58

5.4.5 Adding Extensions ___________________________________________________________ 59

5.4.6 Adding Trunks ______________________________________________________________ 64

5.4.7 Configuring Call History Translation ______________________________________________ 69

5.4.8 Configuring System-wide Speed Dial Numbers _____________________________________ 71

5.4.9 Adding Inbound Routes _______________________________________________________ 73

5.4.10 Add Blacklist Number _________________________________________________________ 74

5.4.11 Adding Outbound Routes ______________________________________________________ 76

5.4.12 Adding Ring Groups __________________________________________________________ 785.4.13 Configuring Group Paging _____________________________________________________ 79

5.4.14 Configuring Intercom Calls (Voice Call) ___________________________________________ 82

5.4.15 Configuring Music On Hold ____________________________________________________ 84

5.4.16 Add System Recordings _______________________________________________________ 87

5.4.17 Configuring Follow Me Feature _________________________________________________ 88

5.4.18 Adding Conference Bridge _____________________________________________________ 92

5.5 Introduction ______________________________________________________________________ 94

5.5.1 Virtual Fax Menu ____________________________________________________________ 94

5.5.2 Fax Master _________________________________________________________________ 95

5.5.3 Fax Clients _________________________________________________________________ 95

5.5.4 Fax Viewer _________________________________________________________________ 95

5.5.5 Email Template _____________________________________________________________ 95

6 Configuring Port Forwarding to UCx Server _________________________________________________ 96

6.1 Port Forwarding to Allow Remote Management __________________________________________ 96

6.2 Port Forwarding for Remote Nortel Phones _____________________________________________ 96


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7 Troubleshooting _______________________________________________________________________ 98

7.1 General Help _____________________________________________________________________ 98

7.1.1 Check Your Logs - First Line of Defence __________________________________________ 98

7.1.2 I Forgot my Web Based Configuration Utility Password ______________________________ 98

7.1.3 Unable to Get Software Updates ________________________________________________ 98

7.1.4 Unable to Send Voice Mail Notification ___________________________________________ 987.1.5 Unable to View Web Based Configuration Utility ____________________________________ 99

7.1.6 Voice Quality Problems _______________________________________________________ 99

8 E-MetroTel Warranty and Support Services ________________________________________________ 101

8.1 Warranty and Subscription support services are provided as described below: _________________ 101

8.1.1 UC X System warranty provides full system replacement service: _____________________ 101

8.1.2 Subscription services provide a comprehensive framework for support: _________________ 101

8.1.3 E-MetroTel technical support and documentation can be obtained as follows: ____________ 102

8.1.4 E-Mail Communication Access: ________________________________________________ 102

8.1.5 Voice Communications Access : _______________________________________________ 103

8.1.6 Web Communication Access: _________________________________________________ 1038.1.7 Documentation: ____________________________________________________________ 103

9 Appendix B - Trunk Configuration Examples _______________________________________________ 104

9.1 Babytel SIP Trunk ________________________________________________________________ 104

9.1.1 Trunk Outgoing settings PEER details _________________________________________ 104

9.2 Broadsoft SIP Trunk ______________________________________________________________ 105


9.3 Broadvox SIP Trunk ______________________________________________________________ 105


9.4 Skype SIP Trunk _________________________________________________________________ 106

9.4.1 Trunk Outgoing settings PEER details _________________________________________ 1069.5 VoIP.ms SIP Trunk _______________________________________________________________ 107


9.6 SIP Trunks with IP Authentication ____________________________________________________ 108

9.6.1 Overview _________________________________________________________________ 108

9.6.2 Problem Statement _________________________________________________________ 108


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This guide provides information about how to configure, administer and monitor UC , the IP PBX Unifiedx

Communications platform.

This guide covers all three UC models - configuration and administration tasks are the same for all the models.x

Eventual model specific differences are described in the guide. The intended audience for this guide is the

system administrator.


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1 Introduction

UC IP PBX Communication System is a unique solution that delivers the latest Unified Communication featuresx

such as Fixed Mobile convergence, Home working, Call Recording, Automated Call Distribution, Meet-Me

Conferencing including support for SIP compliant telephones and cost effective SIP trunks. Coupled with these

features is the support of Nortel/Avaya UNISTIM IP phones and (when used with the UC Digital Gateway)x

Nortel M7000 series and T7000 series digital phones.

1.1 Supported Hardware

1.1.1 Supported SIP Phones

UC supports a wide variety of SIP phones from all leading manufactures as well as various SIP soft phones.x

1.1.2 Supported Nortel IP Phones

UC supports the following Nortel IP phones:x

i20xx Series

i2001

i2002

i2004

i2007

11xx Series

1110

1120E

1140E

1150E

1165

12xx Series

1210

12201230

Other

2033

Soft Phones

i2050

i2050 MVC


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1.1.3 Supported Nortel Digital Phones

Through the UC Digital Gateway, UC supports the following Nortel digital phones:x x

M7000 SeriesM7100

M7208

M7310

M7324

T7000 Series

T7100

T7208

T7316

T7316E

T7406Other Devices

ATA2 (Analog Terminal Adapter)

1.2 Supported Capacity

To provide cost effective options for business of different sizes, the UC IP PBX Communication System isx

offered in three models:

Model Platform Max. Users Max. Concurrent Calls Voicemail/Recording Storage

UC 50x Desk or Wall mount 50 50 2400 hours

UC 450x Rack mount 150 150 7000 hours

UC 1000x Rack mount 400 400 16000 hours

1.3 Prerequisites

1.3.1 Enviromental Requirements

Your UC system is designed and tested to meet the latest standards of safety for information technologyx

equipment. However, to ensure your safety, it is important that you use the system in proper operating

environments.

Please ensure that your installation meets the following environmental requirements:


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The operating temperature must be in the range 32 - 95 F (0 - 35 C) with a maximum temperature gradation of

10C per hour.

The operating relative humidity must be in the range 20% - 80% (non-condensing humidity) with a maximum

humidity gradation of 10% per hour.

Openings on the UC system's chassis are for ventilation. Do not block or cover these openings. Make sure youx

leave space around the system for ventilation. Never insert objects of any kind into the ventilation openings.

Do not use the UC system near water or a heat source such as a radiator. Do not use the UC system nearx x

equipment such as photocopiers, electrical motors, and other equipment that produces electromagnetic, radio

frequency, and electrostatic interference.

1.3.2 Network Requirements

UC has been designed for easy implementation in business environments. In the majority of cases, UC willx x

function correctly in a variety of settings with minimal effort. However, it is still valuable to gather information

about your network in order to determine if the environment is ready for a UC system deployment. Assessingx

the network is also necessary to plan what network changes may be required to ensure a successful

deployment. You may contact your UC system distributor to conduct a site survey and assess your network'sx

readiness for VoIP.

Defining IP Address for the UC x System

You should use a dedicated static IP address on your network for the UC system. To eliminate potential IPx

address conflicts, you must make sure that this IP address is outside of the range of IP addresses managed by

your DHCP server.

Gathering Network Related Information

In order to determine the network bandwidth requirements for the UC system, you should gather the followingx

information about the business environment:

Phone Count Description

Users requiring

a phone

This is the phone count that will give you a basic idea of the load that the UC system will putx

on the network.

Non-user

phones

Phones for guest offices, conference rooms, etc. - these phones typically do not affect the

network load as the anticipated call volume on

these phones is low.


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Phone

Usage

Description

Average

number

ofexternal

calls per

day

If your business makes/receives a large number of calls each day (such as for direct customer

sales), you'll gave to ensure that your network is ready to handle the corresponding network traffic.

Average

number

of

internal

calls per

day

Internal calls (including calls to the voicemail system) increase the required network bandwidth

equally to extenrla calls.

Peak

usage

It is important to understand the anticipated peak usage, which is necessary to help you to

determine the number of required trunks and the maximum number of concurrent calls that are

needed (as opposed to simply counting how many people have access to the system). The

maximum number of concurrent calls can be used to determine the network bandwidth required for

these calls.

Network

Traffic

Description

Network

traffic for

VoIP

The UC system will generate certain amount of network traffic for each active call. By default, IPx

phones typically use the G.711 encoding, which generates approximately 160 kbps of traffic on your

Ethernet based network. Each active phone with the UC system must be counted as a call. Eachx

active trunk must be also counted as a call. For example, with 50 phones active on external calls

(using 50 trunks) all using the G.711 encoding, the network traffic generated by the UC system,x

phones and trunks would be approximately ( 50 + 50 ) * 160 kbps = 16 Mbps.

Network

traffic for

data

Heavy network traffic generated by data applications could affect call quality during periods of

network congestion. You must consider the data traffic during the day as well as the peak data

traffic together with the network bandwidth required for VoIP calls when calculating your anticipated

network usage.

Assessing your Network Infrastucture

Network Utilization and Capacity

Test Ethernet segments for high collision counts, dropped packets, and excessive utilization


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Calculate the maximum anticipated local (LAN) network traffic requirements based on the information

gathered in the previous step and ensure that all network segments and network devices can handle the

traffic

Calculate teh maximum anticipated external (WAN) network traffic requirements based on the information

gathered in the previous step and ensure that your broadband connection is adequate to handle the traffic

Network and Phone Cabling

Ensure that all patch cables and Ethernet RJ-45 jacks are Cat 5 or better (Cat 5e or better for all devices

that use 1 Gbps connections)

Test Ethernet jacks and segments for bad frames or excessive collisions to identify bad cabling

Ensure that phone lines from the your provider do not have voice-quality issues

General Infrastructure

Document the number and location of network jacks and power outlets. Ensure there are sufficient

numbers of each where phones will be deployed, and that

there are a sufficient number for other network-connected equipment such as computers. If additional

ports are required but cannot be added, it is possible to

daisy-chain IP phones.

Make sure all network drops are active or can be activated

Ensure that there is adequate power capacity for the UC System as well as for all phonesx

Power redundancy is important - ensure that the UPS has sufficient capacity for the UC System and allx

associated infrastructure (switches, router, etc.)


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2 Planning your UCx Server Configuration

Before you start setting up your UC system, you should consider a number of factors and make certainx

decisions about its configuration. This section provides a list of configuration elements and/or areas that you

may prepare before the installation and deployent of the UC system.x

2.1 Network Configuration

UC Server is a network device that will be connected to your local area network (LAN). You must select a fullyx

qualified domain name (FQDN) for this device and an IP address that will be used by the device. You should

also prepare network configuration parameters that will be used for the configuration of the UC system'sx

network adapter.

Note:

UC Server can be configured to act as a DHCP client (thus obtaining the IP address and networkx

configuration parameters from the DHCP server on your LAN). If you want to use the DHCP client

configuration, you would have to ensure that all telephones will be able to locate the UC system. Thisx

can be achieved in several ways (for example by using your DHCP server to provide the server

address for telephones or by using the UC system's domain name in the configuration of telephones).x

For certain types of telephones the IP address of the server is required (the server name is not

accepted).

To simplify the configuration of telephones, we recommend either the use of a static IP address for

your UC Server or using an association of the MAC address of the UC Server with a specific IPx x

address from the IP address pool of your DHCP server. Both of these options ensure that the IP

address of your UC Server won't change and reconfiguration/reboots of telephones won't be required.x

The following table provides a list of network configuration parameters that you should prepare:

Parameter Default Value Selected Value

Host name UCx50, UCx450 or UCx1000 ___________________________ (FQDN)

IP address type Static Static / DHCP

Static IP address 192.168.1.200 _____ ____ ____ _____ . . .

Subnet mask 255.255.255.0 _____ ____ ____ _____ . . .

Gateway IP address 192.168.1.1 _____ ____ ____ _____ . . .


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Primary DNS Server _____ ____ ____ _____ . . .

Secondary DNS Server _____ ____ ____ _____ . . .

2.2 Security ConfigurationAn important aspect in planning of your UC system's configuration are security considerations.x

2.2.1 Access to the UC x System from Public Network

The first security aspect that you must consider is the exposure of the UC system to the public Internet. Youx

should not to expose the UC system to the public network more than what is absolutely necessary. If you havex

no users who must access the UC system remotely, you should not expose the system to public network at all.x

If you plan to support remote users, you should first consider the use of VPN for these users. If using VPN is not

acceptable (or applicable) for some reasons, you should make publicly accessible only those services that are

really necessary.

If you decide to allow the access to certain services of the UC system from the public network, you must makex

all necessary precautions to safeguard these services. Specific measures are beyond the scope of this section.

2.2.2 Password Strategy

The second most important security aspect that should be reviewed as part of your planning are passwords for

System accounts

SIP extensions

Voicemail accounts

You should use the following common guidelines for passwords:

A minimum password length of 8 characters

Using randomly generated passwords when feasible

Avoiding passwords based on repetition, dictionary words, letter or number sequences, user names,

names of relatives or pets, romantic links or biographical information

Including numbers and symbols in passwords if allowed by the systemUsing both capital and lower-case letters

Avoiding using the same password for multiple sites or purposes

Passwords for System Accounts


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As the very first step in the configuration of your UC system, you should change the password of thex admin

account. The UC Web-based Configuration Utility presents a page where you can change this password whenx

you enter the utility for the first time. We strongly recommend you to use a strong password for this account

because the password provides full access to the UC Web-based Configuration Utility as well as the the Linuxx

system's admin account.

You could also prepare a list of additional user accounts for access to the UC Web-based Configuration Utilityx

and configuration areas to which these user accounts should have access.

Passwords for SIP Extensions

You should decide what strategy you will use when generating passwords for SIP extensions. Typically, these

passwords must be entered only once and then they are stored in the SIP phone configuration files or in the

phones' non-volatile memory. As the user does not have to remember or enter the password every time, there

should be no reason to provide simple or easy to remember password for SIP extensions. We recommend the

use of strong passwords that are different for each SIP extension (for example randomly generated passwords).

This practice can be a very good safeguard against attempts to hack your SIP accounts using brute force

methods when you support remotely connected SIP users.

Passwords for Voicemail

On the UC system, the voicemail password can be used for more than just the access to the user's mailbox.x

This password can be also used to access the UC User Portal that provides a number of features including thex

following:

Access to voice messages (including the ability to download voicemail messages)

Access to recordings (including the ability to download recorded conversations)Access to detailed call log

Configuration of certain telephone features (call waiting, do not disturb, call screening, call forwarding)

Follow me configuration

Configuration of e-mail notifications

Configuration of Web playback

Configuration of call monitor settings (automatic recording of calls)

From the feature list above, it is obvious that even voicemail passwords must not be simple, common to all

mailboxes or easy to guess. We recommend the use of at least 6 digits for voice mail passwords and avoiding

repetitions, sequences or easy to guess numbers such as various dates.

2.3 Numbering Plan Configuration


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The Numbering Plan defines the actual numbers to be dialed by system users to access the different services of

the UC system. As an example, the telephone extensions could start at 200 and end at 249, DID numbersx

could be assigned as 3000 through 3049. Many of the UC system's services use feature access codes that arex

predefined. For example voice mail can be accessed by dialing the feature codes *97 or *98. Careful

consideration needs to be given when creating a numbering plan to avoid numbering plan conflicts between the

various services and features.

2.3.1 Extension Numbers

Extensions typically start with the number 2-8 and can be two, three, four or more digits in length. You will have

to define extensions for some or all of the following devices and features:

Telephone sets

Ring groups (groups of telephone sets that can be used as a destination for incoming calls)

Page groups (groups of telephone sets that can be paged together)

Parking lot (a range of extensions available for parking of calls)

Note

Telephone extension require one license for each extension programmed in the system. Extension

numbers for features such as ring groups, page groups or parking lot do not require licenses.

2.3.2 Inbound Routes

The UC system is extremely flexible when it comes time to terminate an inbound call. Calls can be terminatedx

based on the DID or Call ID information transmitted to the system from the central office that is providing the

Inbound Route service. There are several services that can be used to terminate an inbound call, such as Time

of Day controls, Day/Night Controls, Ring Groups, IVR menus, Contact Center Queues and others.

2.3.3 Outbound Routes

Historically outbound routes have been accessed by dialing an access code (typically 9) followed by the number

to be called. The UC system allows an access code to be dialed followed by the number to be called.x

Alternatively, outbound routes can be accessed just by dialing the number.

If for example the digit 1 is required to dial a telephone number as long distance, a route can be setup to require

the user to dial the 1. The UC system can also make calling out simpler for the user by inserting the 1 into thex

dialing string on those calls that require long distance service. Also, PIN codes can be used to limit access to

outbound routes.


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2.3.4 Feature Codes

There are over 50 features that are available to users of the UC system. These features are accessed viax

feature codes. The vast majority of these feature codes begins with an asterisk (*) followed by a string of digits.

Feature access codes can be modified to fit into your custom numbering plan. For details on how to configure

feature access codes and how to use these features please refer to the appropriate section of this manual.

The following table provides a list of numbering plan related parameters that you should prepare:

Parameter Selected Value

Extension number length ____

Telephone extension numbers - range ________ - ________

Ring group extension numbers - range ________ - ________

Page group extension numbers - range ________ - ________

Parking lot - extension / number of slots ________ / ________

Inbound route DID's - range ________________ - ________________

Outbound route access code(s) ________________

2.4 Extension Options

In the previous step, you select a range of extensions for telephone sets. You have to assign extensions to

specific users/phones and select common options that will be used for these extensions.

2.4.1 SIP Extensions

The following tables list a basic set of extension specific configurable items that have to be configured for each

SIP extension:

SIP Extension Display Name Direct DID Outbound CID

A unique extension number from the

range selected in the numbering plan

for telephone extensions

The name of the

user/telephone

(alpha-numeric)

A direct DID to be

associated with

this extension

Outbound Caller ID to be

used for calls made from this

extension using trunks


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Extension

cont.

Call Waiting Secret Voicemail Status Voicemail

Password

Set to to allowEnabled

multiple incoming calls

or to allow aDisabledsingle incoming call

An alpha-numberic password to

be used to register a SIP device

with the UC system (you shouldxuse strong passwords)

Set to toEnabled

give the extension a

mailbox or Disabledfor no voicemail

A numeric

password

used forlogin to

voicemail

2.4.2 Nortel Extensions

The following tables list a basic set of extension specific configurable items that have to be configured for eachNortel extension:

Nortel Extension Display Name Direct DID Outbound CID Call Waiting

A unique extension number

from the range selected in

the numbering plan for

telephone extensions

The name of

the

user/telephone

(alpha-numeric)

A direct DID

to be

associated

with this

extension

Outbound Caller ID

to be used for calls

made from this

extension using

trunks

Set to to allowEnabled

multiple incoming calls

or to allow aDisabled

single incoming call

Extension

cont.

MAC Address Voicemail

Status

Voicemail

Password

Device Type Line Appearances

MAC address of the

Nortel IP phone or ID of

the Nortel digital phone

that will use this

extension (set to 0 if

association is to be done

at configuration time)

Set to

toEnabled

give the

extension a

mailbox or

Disabled

for no

voicemail

A numeric

password

used for

login to

voicemail

The type of the

telephone set

that will use this

extension (leave

blank if

association is to

be done at

configuration

time)

Number of line buttons

(extension

appearances) on the

telephone set (each line

button allows the user

to make an outgoing

call or receive an

incoming call)


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2.5 Trunk Configuration

The UC system supports 6 different Telephony Trunk technologies and one Custom Telephony Trunk type. Asx

part of the planning process you will need to identify the types of trunks that will be used for calls external to the

UC system and the number of trunks required that will support the expected inbound and outbound callx

volumes. Trunk Traffic Engineering is beyond the scope of this document.

Each provider is different and requires different configuration settings. Please see the section Appendix B -

in this document for several examples of SIP and IAX2 trunk configurations.Trunk Configuration Examples

2.6 Voicemail and IVR Greetings

The UC system comes with a default set of greetings for Voicemail and IVR. To customize greetings used byx

the UC system, you can use custom recordings.x

Custom recordings can be created in one of two ways and used for Voicemail and/or IVR greetings:

Recorded using a telephone terminal

Imported from an audio file

The UC Web-based Configuration Utility is used for recording using a telephone terminal or for importing ofx

audio files.

While planning the configuration of your UC system, you should prepare a list of custom recordings and decidex

which method will be used to apply them to the UC system (recording using a telephone or import of audiox

files).


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3 Getting Started with the UCx Server

3.1 Unpacking the UCx Server Hardware

When unpackging the UC system, please ensure that you received all the equipment that is listed on thex

shipping box.

The UC 50 package includes the following items:x

1 x UC 50 Appliancex

1 x Power Cord

1 x Power Adapter

1 x Foot Stand

1 x Wall Mount

1 x Quick Start Guide



1 x Power Cord

1 x Bezel

1 x Set of Rack Rails




2 x Power Cord

1 x Bezel

1 x Set of Rack Rails


3.2 Connecting the UCx Server to the Network

UC systems use by default the static IP address 192.168.1.200, the netmask 255.255.255.0 and the gatewayx

192.168.1.1.

If this default configuration is compatible with your local area network, connect the Ethernet connector of the UC

system to your network with a Cat 5 Ethernet cable, configure your PC's network adaptor to use an IP addressx

from the 192.168.1.x subnet, power up the UC system and wait approximately 100 seconds for the UC systemx x

to boot.


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If this default configuration is not compatible with your local area network, you may connect the UC directly to ax

PC with a statically configured IP address from the 192.168.1.x subnet using a Cat 5 Ethernet cable (either

straight through or cross over), power up the UC system and follow the instructions forx Changing the UCx

.Network Configuration


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4 Configuring Telephone Sets for Use with UCx

Server

This section describes configuration steps necessary for successful registration of telephone sets with the UCx

systems.

Typically, IP phones can be configured using on of the following three options:

Automatically using DHCP (the DHCP Server assigns the IP address, provides information about LAN

settings as well as information about a host system from which the phones retrieve their configuration)

Semi-automatically using DHCP (the DHCP Server assigns the IP address and provides information

about LAN settings, remaining configuration is done manually)

Manually (all configuration is entered manually)

4.1 Configuring LAN Settings

The simplest way to configure LAN settings on IP phones is to use DHCP. Phones can use information from

DHCP Server to configure its IP address and DNS address, the subnet mask, the default gateway and IP

addresses of the primary and secondary DNS server.

If DHCP is available on your network, configure the phone to use DHCP for its configuration. If your DHCP

server is configured with Option 66 (information about the provisioning server used on your network), configure

the phone to use the fully automatic configuration using DHCP (refer to your phone documentation for

information how to enable this option). If your DHCP server does not use Option 66 and you have a provisioning

server, you'll have to configure the information about the provisioning server manually.

If DHCP is not available, you must configure the following network configuration parameters on each of your

phones:

IP address

Subnet mask

Default gateway

Primary DNS

Secondary DNS

4.2 Configuring Provisioning Server


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1.

2.

3.

4.

5.

6.

If you have a FTP/TFTP server on your network that provides configuration files and/or firmware updates for IP

phones, you can provide this information to IP phones using the DHCP server's Option 66. If the DHCP Option

66 is enabled, IP phones retrieve the provisioning server's IP address automatically together with LAN

configuration data.

If you have a FTP/TFTP server on your network that provides configuration files and/or firmware updates for IPphones but your DHCP server is not configured to use Option 66, configure each phone manually with the IP

address of the provisioning server (refer to your phone documentation for information how to configure the

provisioning server).

4.3 Configuring SIP Phones

To manually configure a SIP phone to register with UC server, perform the following steps:x

Enter the manual configuration of the SIP phone (refer to the phone documentation for information on

how to access the configuration interface)Set the to the desired name for the phone (this name will be used as the CallerID name)Display Name

Set the to the SIP extension number that is to be used by the phoneUser Name

Set the to the SIP extension number that is to be used by the phoneAuthentication User Name

Set the to the secret configured for the SIP extensionAuthentication Password

Set the to the IP address of the UC server (or to the fully qualified domain name of the UCDomain x x

server if configured)

As an example, the following picture shows the configuration of the eyeBeam SIP soft phone:


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4.4 Configuring Nortel Phones

Nortel phones supported by UC fall into three categories:x

IP phones that can use either UNISTIM or SIP firmware (11xx and 12xx series)

IP phones that use the UNISTIM protocol (i2xxx series including the i2050 soft phone, Nortel IP Audio

Conference Phone 2033)

Digital phones (M7xxx and T7xxx series phones used for Norstar and BCM product lines)


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The steps to configure Nortel phones with the SIP firmware are identical to any other SIP phones. Please follow

the instructions in the section if you want to use a Nortel IP phone with SIP firmware.Configuring SIP Phones

Note:

Using the UNISTIM firmware for Nortel 11xx and 12xx series phones allows users to use several

advanced features such as

Hotdesking (the option to change the extension used by the phone)

Feature button support (the ability to use Norstar and BCM features codes)

Phone status monitoring (busy lamp field functionality - currently available for UNISTIM and

digital phones only)

Advanced Call Center agent features (agent login/logout button with status indication, agent

ready/not ready button with status indication, etc.)

Proper reporting of Caller ID with advanced features such as call parking, transfers and

conferencing

The Nortel 11xx and 12xx series phones support the use of a provisioning server for their configuration and

firmware updates. If you want to use the provisioning server to configure or update your phones using TFTP,

please refer to the documentation for these phones for information about the required configuration files and

their contents.

4.4.1 Configuring Nortel IP Phones

To configure your Nortel IP phone, perform the following steps:

Power on the phone

Wait for message "Nortel Networks" (or if you have a new phone manufactured after theAvaya

acquisition of NES by Avaya)

While the message is presented on the display, quickly press each the four softkeys below the LCD

screen, in sequence from left to right. (you can do it real easily with your four fingers as if on a piano -

one-two-three-four). This operation is known as 'swiping' a phone.

If you see the message "Locating server", you weren't fast enough. Power off (or reboot the phone - see

below) and try again.If you are prompted for a password in order to enter the phone configuration (11xx and 12xx series

phones), use the default password COLOR*SET (26567*738).

Alternatively, if you have an 11xx or 12xx series phone and the phone is operational, quickly press the Services

button twice and select the third option .Network Configuration

To configure your phone for the use with a UC Server, configure the phone in the following way:x


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For the DHCP option, select the setting that matches your network configuration (0 to use fully manual

configuration, 1 to use a DHCP server)

If you don't use DHCP, set the static IP address selected for the phone

If the phone supports partial or full DHCP, use

if the DHCP server provides only IP addresses to IP phonesPartial

if the DHCP server is configured to provide IP addresses as well as the UC Server IPFull x

address and port to IP phones

Most commonly the partial DHCP option is used for Nortel IP phones.

If you selected manual configuration or partial DHCP, configure server entries (both S1 and S2) in the

following way:

: xxx.xxx.xxx.xxx (IP address of your UC Server - by default 192.168.1.200)S1 IP x

: xxxx (the port number configured on the UC Server for communication with NortelS1 PORT x

phones - by default 7000)

: 1S1 ACTION

: 1S1 RETRY COUNT

: xxx.xxx.xxx.xxx (IP address of your UC Server - by default 192.168.1.200)S2 IP x

: xxxx (the port number configured on the UC Server for communication with NortelS2 PORT x

phones - by default 7000)

: 1S2 ACTION

: 1S2 RETRY COUNT

For all other settings, we recommend your to keep default values. Please refer to the documentation for

the phone for information about other settings.

You must specify the correct IP address of your UC Server (default 192.168.1.200) and the port numberx

configured on the page (default 7000).Nortel Settings

The partial DHCP option means the phone gets its IP address from a DHCP server and the IP address of the

UC Server is configured manually. You can also use either a static IP address for the phone (DHCP turned off -x

all configuration done manually on the phone) or the full DHCP configuration (your DHCP server would have to

be configured to provide the IP address of your UC Server to Nortel IP phones).x

To configure the phone to check a TFTP server for updated firmware (11xx and 12xx series phones), you should

specify the IP address of the TFTP server as the Prov/Provision/Provisioning entry (the entry name varies for

different phone types and firmware versions).

Note:

When configuring the i2050 soft client, do not forget to configure the secondary server. The Primary

server configuration corresponds to S1 on hard phones, the server configurationSecondary

corresponds to S2 on hard phones. You must configure both for proper operation of the soft client.


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4.4.2 Configuring UCx Digital Gateway with Nortel Digital Phones

In order to use Nortel digital phones with UC Server, these phones must be connected to UC Digital Gateway.x x

The UC Digital Gateway can be configured to communicate with a specific UC Server using its Web-basedx x

Configuration Utility. This UC Server configuration applies to all Nortel digital phones connected to the UCx x

Digital Gateway.

To specify the UC Server to which UC Digital Gateway is connected, perform the following steps:x x

In your Internet browser, enter the IP address of the UC Digital Gateway (192.168.1.175 if the default IPx

address is used) to open the UC Digital Gateway's Web-based Configuration Utility.x

From the tab, selectDigital Gateway Gateway Configuration

In the field, enter the IP address of the UC ServerUC x Server IP x

If the UC Server does not use the default port number for Nortel phones (7000), enter the port number inx

the fieldPort

Press the button to update the configuration of the UC Digital GatewaySave Changesx

Please refer to the UC Digital Gateway documentation for more information about the configuration of otherx

parameters.


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5 Configuring the UCx Server

This section describes the most common administrative tasks for the UC system. Please refer to the sectionx

for configuration tasks that are not covered in this section.Using the Web-based Configuration Utility

5.1 Accessing the Web-based Configuration Utility

The UC Web-based Configuration Utility is accessible at the address http:// (x x

if the default IP address is used).http://192.168.1.200

To access the UC Web-based Configuration Utility, perform the following steps:x

In your Internet browser, enter the address of the UC system (192.168.1.200 if the default IP address isx

used)

If you get a prompt that the website you're trying to access has a problem with its security certificate,

select the option to proceed to the website. You may want to install the security certificates of the UCx

system on your PC or add the UC system's IP address to your browser's permanent exceptions list if youx

don't want to encounter this warning again (please refer to the browser documentation for more

information).

The login page is displayed. Login using the factory default credentials:

Username = admin

Password = (please note that the 0 is a numeric zero)emetr0tel

If you already changed the administrator's password, use your password instead of the default.

When you login to the UC Web-based Configuration Utility, you are initially presented with the ,x Dashboard page

which provides operational view of the system. If you navigate away from this page, you can return to it by

selecting from the tab.Dashboard System
http://wiki.emetrotel.org/pages/createpage.action?spaceKey=UCX&title=Using+the+Web-based+Configuration+Utility&linkCreation=true&fromPageId=6717503http://192.168.1.200/http://192.168.1.200/http://wiki.emetrotel.org/pages/createpage.action?spaceKey=UCX&title=Using+the+Web-based+Configuration+Utility&linkCreation=true&fromPageId=6717503


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Despite our efforts to make the UC Web-based Configuration Utility compatible with all majorx

browsers, there are certain limitations when the utility is used with certain browsers (especially with

older versions). For example, certain features (such as the Backup/Restore - FTP backup) are not

functional in Internet Explorer 8. For best experience, we recommend the use of .Google Chrome

5.2 Accessing User Extension Portal

The User Extension Portal is an individual access portal provided for every extension configured on UCx with a

voice mail account enabled.

The same portal can also be used to access recordings done for conference call which cannot be viewed using

the PBX Monitoring panel.

5.2.1 Access Using Voice Mail Box Credentials

To access the , perform the following steps:User Extension Portal

In your Internet browser, enter the address of the UC system followed by /recordingsx

(192.168.1.200/recordings if the default IP address is used)

If you get a prompt that the website you're trying to access has a problem with its security certificate,

select the option to proceed to the website. You may want to install the security certificates of the UCx

system on your PC or add the UC system's IP address to your browser's permanent exceptions list if youx

don't want to encounter this warning again (please refer to the browser documentation for more

information).

The login page is displayed. Login using your voicemail extension number and password. For example,

for extension 325 with the password 8292, you'd enter the following values:

Login = 325

Password = 8292
http://www.google.com/chromehttp://www.google.com/chrome


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To view the list of feature codes available on the UC system, follow these steps:x

From the left side column, select Feature Codes


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To view the configuration of features specific to your UC extension, follow these steps:x

From the left side column, select Phone Features


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5.3 Configuring System Settings

The tab in the Web-based Configuration Utility contains pages that allow you to perform the followingSystem

tasks:

Monitor the status of your UC systemx

Configure system level properties

Shutdown or restart your UC systemx

Handle software updatesBackup or restore the configuration of your UC systemx

5.3.1 Monitoring System Status

When you login to the UC Web-based Configuration Utility, you are initially presented with the Dashboard page.x

This page provides operational view of the system. You can use this page to monitor the status of your UC x

system.

If you navigate away from this page, you can return to it by selecting from the tab.Dashboard System


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You can customize the set of operational windows you want to see from the dashboard. To select

operational windows that are to be enabled, use the underconfiguration of dashboard applets

.Preferences

You can also customize the location of operational windows on the dashboard page. To change the

position of an applet on the page, use the title bar of the applet to drag it to the desired position on the

page.

5.3.2 Configuring Network Settings


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To set your UC system's IP address, hostname, DNS servers and other network settings, you use thex Network

section from the tab of the Web-based Configuration Utility.System

Configuring Network Parameter Settings

To use the UC system on your LAN, you have to set its network configuration to match your network. Youxshould update some or all of the following properties:

IP address and subnet mask

Host name

Default gateway

DNS server(s)

To change the IP address and subnet mask of your UC system, perform the following steps:x

Open the UC Web-based Configuration Utilityx

From the tab, selectSystem Network

From the left side column, select Network Parameters

From , select the public interface of the UC system to open theEthernet Interfaces List x Edit Interface

page.

If you want the UC system to obtain its IP address dynamically from your DHCP server, select the DHCPx

option and press the button.Apply Changes

If you want the UC system to use a static IP address, select the Static option, specify the IP address andx

the subnet mask and press the button.Apply Changes

Confirm that you want to change the network parameters. You must reopen the management GUI using

the new IP address.

To change the host name, the default gateway and/or IP address of DNS servers, perform the following steps:

Open the UC management GUIx


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From the left side column, select Network Parameters

Press the button to enter the page.Edit Network Parameters Edit Network Parameters

Enter a fully qualified domain name for the UC system (e.g., ucx50.emetrotel.org - or ucx50.localhost ifx

you do not want to use a fully qualified domain name for the system)

Enter the default gateway of your local subnet (typically this is the IP address of your router)

If your router can relay DNS requests, specify the IP address of your router also in the field.Primary DNS

Otherwise, enter the IP address of your preferred DNS server. If your UC system is not connected to thex

Internet (or to a network with a DNS server), make sure that the field is !Primary DNS blank

You can set the field to your preferred secondary DNS server or you can use the publicSecondary DNS

DNS server 8.8.8.8 as the secondary DNS server. If your UC system is not connected to the Internet (orx

to a network with a DNS server), make sure that the field is !Secondary DNS blank

Press the button to update the network configuration of the UC system.Save x

Configuring a DHCP Server

The UC system can be used to provide DHCP services on your network. The UC Web-based Configurationx x

Utility allows you to set the following configurable properties:

Status of the DHCP service (enabled/disabled)

Range of IP addresses managed by the DHCP service

Lease time used for IP addresses

IP addresses of DNS and WINS servers provided to DHCP clients

Gateway IP address provided to DHCP clients

Typically, UC systems are deployed on company networks that have a router that already provides DHCPx

services. Due to that, the default status of the DHCP server on UC systems is set to . If you plan tox disabled

enable the DHCP server on your UC system, please ensure that there is no other DHCP server on the networkx

or that ranges of IP addresses do not overlap.


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To configure the DHCP server on your UC system, perform the following steps:x



From the left side column, select DHCP Server

To change the configuration of the DHCP server, enter desired configuration data into the text fields andpress the buttonSave/Update

To change the status of the DHCP server, press the or buttonEnable DHCP Disable DHCP

5.3.3 Configuring User Management

User groups are used to control levels of access to the UC Web-based Configuration Utility. There are 3 defaultx

groups of users as follows:

Administrator (system administrators with full access to the UC Web-based Configuration Utility)x

Operator (operators with access to areas used for monitoring and reportingof the UC system)x

Extension (telephone users with access to voicemail, webmail, email, calendar and monitoring of their

extension)

Each one of user groups represents different levels of access to the UC Web Interface. These levels arex

associated with a set of menus to which a given user will have access. The various access permissions to the

menus are better illustrated in the following table:

Menu Administrator Operator Extension


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System

System Information Yes Yes No

PBX Configuration Yes No No

Network Yes No No

User Management Yes No No

Shutdown Yes No No

Operator Panel

Flash Operator Panel Yes Yes No

Voicemails

Asterisk Recording Interface Yes Yes Yes

Fax

Virtual Fax List Yes Yes No

New Virtual Fax Yes No No

Reports

CDR Report Yes Yes No

Channels Usage Yes Yes No

Billing

Rates Yes No No

Billing Report Yes No No

Destination Distribution Yes No No

Trunk Configuration Yes No No

Extras

SugarCRM Yes Yes Yes

Calling Cards Yes Yes Yes

Downloads

Softphones Yes Yes Yes

Fax Utilities Yes Yes Yes


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Configuring Group Settings

To add a new user group, perform the following steps:


From the tab, selectSystem User Management

From the left side column, select Groups

Press the button to open the pageCreate New Group New Group

Enter the name and the description of the new group and press the buttonSave

To modify configuration of a user group, perform the following steps:


From the tab, select .System User Management

From the left side column, select .Groups

For the user group you want to change, press the underlined group name in the column to displayGroup

the page with details about the user groupView Group

Press the button to open the pageEdit Edit Group

Update the configuration data for the user group

Press the button to update the user groupApply Changes


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To delete an existing user group, perform the following steps:


From the tab, select .System User ManagementFrom the left side column, select .Users

From the left side column, select .Groups

For the user group you want to change, press the underlined group name in the column to displayGroup

the page with details about the user groupView Group

Press the button to delete the user groupDelete

Configuring Group Permissions

To manage access rights for a user group, perform the following steps:



From the left side column, select .Group Permissions

From the drop-down list box, select the user group you want to configure and press the button (youShow

can enter a part or an entire resource name if you want only specific resources to be displayed).

Check resources that are to be enabled for the user group and press the Save Selected as Accessible

button to save the configuration.


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Configuring Users

Before adding a new user, you should create the extension that will be used by that user.

To add a new user, perform the following steps:



From the left side column, select .Users

Press the button to open the page.Create New User New User

Enter the login ID in the fieldLogin

Enter the user name in the fieldName

Enter the password and password confirmation in the and fieldsPassword Retype password

Select the group to which the user will belong using the drop-down list boxGroup

Select the extension that belongs to the user using the drop-down list boxExtension

Press the button to create the user accountSave


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To modify configuration of an existing user account, perform the following steps:




For the user account you want to change, press the underlined user ID in the column to display theLogin

page with details about the user accountView User

Press the button to open the pageEdit Edit User

Update the configuration data for the user account

Press the button to update the user accountApply Changes


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To delete an existing user account, perform the following steps:




For the user account you want to delete, press the underlined user ID in the column to display theLoginpage with details about the user accountView User

Press the button to delete the user accountDelete

5.3.4 Shutting Down the System

In certain situations, you may want to turn off or restart your UC system. In many cases, users simplyx

disconnect and reconnect the power cord to reboot their system. We do not recommend this approach, because

disconnecting the power may leave the file system with some files open and/or only partially written. Even

though the system is designed to recover from such situations, a file system check is typically required during

the next system startup (this operation can add up to several minutes to your system startup time). Due to that,

proper shutdown and/or restart of the system is strongly recommended.

There are two ways to perform a proper shutdown or restart of the UC system:x

If you have physical access to the UC system, you can use the button on the system to initiatex Power

the shutdown of a running system or startup of a powered down system

You can use the Web-based Configuration Utility to shut down or to restart the UC systemx

Warning

When you initiate shutdown or restart of your UC system, active calls are dropped without anyx

warning! Please make sure that there are no active calls when performing these procedures.

To turn off your UC system using the power button, simply press the power button once to initate the shutdown.x

The shutdown of the system takes certain amount of time - wait for the system to power down.

To restore your UC system using the power button, press the power button once to initate the shutdown. Thex

shutdown of the system takes certain amount of time - wait for the system to power down. Once the system is

off, press the power button again to start the UC system.

x

To turn off or restart your UC system using the Web-based Configuration Utility, perform the following steps:x


From the tab, selectSystem Shutdown

Select the desired action ( to stop the system or to restart the system) and press theHalt Reboot

button to initiate the actionProceed


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Wait for the system to power down or to restart

5.3.5 Updating System SoftwareYou can use the Web-based Configuration Utility to install additional packages and/or to update existing

packages from on-line repositories. This section describes steps how to configure software repositories enabled

for software updates and how to update installed packages and/or install new packages from enabled

repositories.

Configuring Software Repositories

Before you start updating or instaling software packages, you should first select which software repositories are

to be used by the Web-based Configuration Utility. By default, the following software repositories are enabled on

your UC system:x

CentOS 5 Base Repository

CentOS 5 Updates Repository

CentOS 5 Addons Repository

CentOS 5 Extras Repository

UC Base Repositoryx

UC Updates Repositoryx

UC Extras Repositoryx

These repositories contain software packages that are fully verified and tested. You should not enable additionalrepositories unless you are instructed by E-MetroTel support staff or unless you want to add an optional

software package that resides in one of the additional repositories and is documented as compatible with the UC

system.x

To configure which software repositories are enabled, perform the following steps:



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From the tab, select (displaying this page may take several seconds)System Updates

From the left side column, select Repositories

Check repositories that are to be enabled and/or uncheck repositories that are to be disabled

Press the button to save the configurationSave/Update

Updating Software Packages

To update your UC system with software packages from the on-line repository, perform the following steps:x


From the tab, selectSystem Updates

From the left side column, select (displaying the list of packages may take several seconds)Packages

Press the button to retrieve the latest information about packages available forRepositories Update

your UC productxFrom the left side column, select again to display an updated list of packagesPackages

Open the drop-down list box and select the optionStatus Update Available

If no packages are listed, your system is up-to-date. If one or more packages are listed, select the

packages you want to update and then press the link to initiate the update.Update Checked Packages

Wait until the update procedure is completed.


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To install a new software package or to update a specific package, perform the following steps:


From the tab, selectSystem Updates

From the left side column, select (displaying the list of packages may take several seconds)Packages

Select the option in the drop-down list boxAll Status

Enter the full or partial name of the desired package in the field and press the button toName Search

display only packages that match the specified full or partial name

Locate the desired package (use navigation controls on the page if the package list exceeds a single

page)

Press the or link to initiate the installation or update of the packageInstall Update

Depending on the size of the package and the speed of your Internet connection, the operation can take

certain amount of time - wait for the completion of the operation


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As an alternative to the update of software packages using the Web-based Configuration Utility, you can use an

SSH client software (for example ) to connect to your UC system and update software packages fromPuTTY x

the command line.

To update your UC system with software packages from the on-line repository using an SSH client, perform thex

following steps:

Start your SSH client software

Enter the IP address or host name of your UC system (use the default SSH port 22 and the SSHx

protocol version 2)

At the prompt, use the user IDlogin as admin

Use the password you configured for the Web-based Configuration Utility's admin account

At the presented command prompt, use the command to initiate the update ofsudo yum update

installed software packages

If you want to install a specific package (for example asterisk-codec-g729), you would use the command

sudo yum install asterisk-codec-g729

Confirm the update/install operation when prompted by the package installer

Once the operation is finished, close the SSH session using the command exit

Note

When you use the Web-based Configuration Utility to update the package, the update is notasterisk

performed immediately. As is a critical component that is necessary for telephony functions,asterisk

restart required after the update of this package would cause all active calls to be dropped without a

warning. For this reason, the update of the package is scheduled for 4:00 AM when theasterisk

probability of severe impact is low. If you want to update the package immediately, you shouldasteriskuse the update method using an SSH client.

5.3.6 Backing Up and Restoring System Configuration

You can use the Web-based Configuration Utility to backup the configuration of your UC system and to restorex

the configuration from backups. This section describes the following backup and restore related tasks that

include performing a backup of your UC system's configuration, restoring your UC system's configuration fromx x

a backup, scheduling an automatic periodic backup and management of your backup files.

Creating Backup of Configuration Data

To create a backup of your UC system configuration data, perform the following steps:x


From the tab, selectSystem Backup/Restore

Press the button to open a page with backup optionsPerform a Backup...
http://www.putty.org/http://www.putty.org/


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Select configuration items that you want included in the backup. The most common type of a backup

includes the asterisk database and configuration files. You can select items from the following categories:

Endpoint

Fax

E-mail

AsteriskOthers

Press the button to start the backup operationProcess

Depending on the selected configuration items, the backup operation can take certain amount of time.

Wait for the backup operation to complete.

Restoring Configuration Data from Backup

To restore your UC system's configuration data from a backup file, perform the following steps:x


From the tab, select to show the pageSystem Backup/Restore Backup List

Locate the backup that you want to restore in the list of available backup files (use navigation controls at

the top or bottom if the list exceeds a single page)

Press the button beside the selected backup file to start the restore operationRestore

Depending on the amount of data in the backup file, the restore operation can take certain amount of

time. Wait for the operation to complete.


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Scheduling Periodic Backups of Configuration Data

You can use the Web-based Configuration Utility to schedule automatic periodic backups of your UC system'sx

configuration. In the current implementation, automatic backups include all configuration items (from all

categories) in the backup files. You can select one of the following periodic backup options:

Daily

Weekly

Monthly

When automatic backups are enabled, the backup process is started at 23:59 on the day that corresponds to the

selected option:

Each day for the optionDaily

Sunday for the optionWeekly

30th of the month for hte optionMonthly

To configure automatic backups of your UC system configuration data, perform the following steps:x



In the drop-down list box beside the button, select the desired frequency of automaticAutomatic Backup

backups (Disabled, Daily, Weekly or Monthly)

Press the button to save the configurationAutomatic Backup

Moving Backup Files Between UCx System and FTP Server


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The Web-based Configuration Utility allows you to move backup files from your UC system to an FTP server (orx

vice versa) using a simple drag and drop approach.

Note:

The current implementation of the drag and drop feature does not work properly with certain versions

of Internet Explorer. If you encounter problems when attempting to drap backup files when using

Internet Explorer, please switch to an alternative Internet browser such as FireFox or Google Chrome.

To move backup files from your UC system to an FTP server (or from an FTP server back to your UC system),x x

perform the following steps:



Press the button to open the pageFTP Backup FTP BackupOn the right side, enter required information about the FTP server and user credentials

Press the button to establish a connection with the FTP serverSave

After the connection with the FTP server is successfully established, drag files between the areaLocal

(i.e., your UC system) and the area as desired. After moving each file, you should wait forx Server FTP

the confirmation that the file was successfully transferred.

Once finished, press the button to exit the pageCancel FTP Backup


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Warning:

If FTP server software is not running on the system with the configured FTP Server IP address,

pressing the button may result in a very long timeout before the attempt to establish aFTP Backup

connection with the FTP server is aborted. If your browser appears to be "frozen" after you pressed the

button, you must wait for apaproximately 1 minute for the page to beFTP Backup FTP Backup

displayed.

5.3.7 Configuring Preference Settings

This section describes how to configure system level settings such as date, time, time zone, language used by

the UC configuration utility or the currency sign used in reports.x

Setting Date, Time and Time Zone

The date, time and time zone configured on your UC systems is used by various features such as:x

CDR records and call history entries

Log files generated on the system

The date and time shown on the display of Nortel IP phones

Due to that, it is important to set the correct system time and date. If your UC system is connected to thex

Internet, Network Time Protocol (NTP) is used to keep the system time accurate. In that case, you have toconfigure just the correct time zone. If your system is not connected to the Internet, you should make sure that

you set the date, time and time zone correctly.

To set the date, time and time zone, perform the following steps:


From the tab, selectSystem Preferences

From the left side column, select Date/Time

Use the drop-down list boxes beside the label to set the current dateNew Date

Use the drop-down list boxes beside the label to set the current timeNew Time

Use the drop-down list box beside the label to set your time zoneNew Time Zone

Press the buttonApply Changes


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Configuring Dashboard Applets

You can customize the set of operational windows you want to see from the dashboard. To select applets that

are to be visible on the page, perform the following steps:Dashboard


From the left side column, select Dashboard Applet Admin

Check names of operational panels you want see on the Dashboard page

Press the button to save the dashboard configuration.Save


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Selecting Currency Identifier

You can select the currency identifier (sign) used in billing reports.

To select the currency identifier, perform the following steps:



From the left side column, select Currency

Use the drop-down list box to select the desired currency identifier

Press the buttonSave


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Selecting Language

You can select a language of your choice to be used by the UC Web-based Configuration Utility.x

To set the language for the Web-based Configuration Utility, perform the following steps:



From the left side column, select Language

Use the drop-down list box to select the desired language

Press the buttonChange

The localization of the current version of the UC Web-based Configuration Utility has not beenx

completed. The only language that is officially supported is English. When using other languages, the

majority of areas in the Web-based Configuration Utility will be localized only partially or not at all.

Please note that the selected language applies only to the user interface of the Web-based

Configuration Utility - it does not have any impact on voice prompts or the user interface of telephone

sets.


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5.3.8 Configuring Software Licenses

UC systems are shipped with a pre-installed license. The sections below describe how you can verify thex

license activation, request an updated license and enter the updated license.

Viewing License Details

To use your UC system it must be properly licensed. If you did not receive an installed license with yourx

product, you must obtain a license from E-MetroTel for your product and activate the license on the system.

To verify the installed license, perform the following steps:


From the tab, selectSystem Licenses

From the left side column, select License Details

Your system is properly licensed if you see a page similar to the one below.

Your system is not licensed if you see a page similar to the one below.


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If your system is not licensed, proceed to .Requesting UC Product Licensex

Requesting New Software Licenses

To use your UC system, you must obtain a license from E-MetroTel for your product. You can also request ax

new license for an existing UC system if you want to increase the licensed capacity of your system.x

To request a UC product license, perform the following steps:x



From the left side column, select License Details

Send the entire string together with the name of your company, the product type and the desiredHost ID

license to . Once your request is received, you'll be contacted to complete [email protected]

process and the license for your UC system will be issued.x


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Installing Software Licenses

To use your UC system, you must obtain a license from E-MetroTel for your product and activate the license onx

the system.

To enter a UC product license on your system, perform the following steps:x



From the left side column, select Enter License

Copy the entire license string provided by E-MetroTel in the field and press theLicense String Save

button to activate the license.

5.4 Configuring PBX SettingsThe tab in the Web-based Configuration Utility contains pages that allow you to configure telephony relatedPBX

settings.

5.4.1 Applying Configuration Changes

When you make changes to the PBX configuration of your UC system, the changes are not applied to thex

system right away. Instead, the UC Web-based Configuration Utility saves your changes into a database andx

displays a pink bar at the top of PBX configuration screens that allows you to apply the changes. This approach

allows you to make a number of changes at the same time and then apply all these changes in a single step.

You could update the active configuration after each change, but this update takes several seconds which you

can save if you apply the changes only once after making all configuration changes.

The page below shows the pink banner that is displayed on PBX configuration screen:


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Note:

The instructions in the following sections related to PBX configuration do not specifically instruct you to

apply the configuration changes. It is assumed that you will apply changes once you are finished with

your configuration update described in these sections.

5.4.2 Configuring General Settings

One of the first steps in the configuration of your UC system should be the review and update of general PBXx

settings.

To configure general settings of your UC system, perform the following steps:x


From the tab, selectPBX PBX Configuration

From the left side column, select General Settings

Review the configured defaults (moving your mouse cursor over the name of each field displays detailed

explanation of that field)

If you made any changes in the general settings, press the button to save theSubmit Changes

configuration


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You should review and configure at least the following settings:

(to specify if calling/called parties canDialing Options - Asterisk Dial Command Options

transfer and/or record calls on internal calls)

(to specify if calli

Documents

UCx Administration Guide-V4