Htek IP Phones Integrated with Epygi Configuring Guide
V1.0

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About This Guide

Thank you for choosing the Htek IP phones, which are exquisitely designed to provide basic phone features plus advanced business features, such as Call Park, Call Pickup, Intercom and Enhanced Monitor Extension over IP network.
The purpose of this guide is to serve as a basic guidance for auto- provision. Htek IP phones supported by Epygi QX IP PBX:
Htek 9 Series:UC926, UC924.
Note: AnchorOLE_LINK21OLE_LINK21 AnchorOLE_LINK20OLE_LINK20 The configuration process outlined in this guide applies The configuration process outlined in this guide applies to Htek SIP IP phones running Firmware version 2.0.4.2.24 or later and Epygi QX IP PBX running Firmware version 6.2.6 or later. The configuration process described in this guide take the Htek UC924 as an example.

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In This Guide

Topics provided in this guide include:

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Summary of Changes

• V1.0 (2018-03-27)

Provide a basic guidance for auto-provision Htek IP phones with Epygi QX IP PBX.

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Getting Started

This chapter will show you the basic process of phone's start-up and instructions of the way to get the basic information of the phone. Topics include:

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Phone Initialization

After your phone is powered on, the phone will boot up, complete the initialization and check firmware. Please refer to the three phases of the LCD display:


In the process of initializing, the phone will attempt to contact a DHCP server in your network to obtain valid IPv4 network settings (e.g., IP address, subnet mask, default gateway address and DNS address) by default.

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Phone Status

After the phone comes up, you can view phone status on phone user interface (LCD) via the following ways:

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Attach an IP Line for using your phone

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Over View

Extension should be attached to a line to be able to make and receive calls. Otherwise, the extension just be allowed to use a limited number of QX telephony services, such as the voice mail service to store and manage the messages from callers.

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Operating Instructions

1. Go to the Interfaces→IP Lines page.

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1. From the Attached Extension column, choose an extension to be assigned to the IP phone and click on the corresponding IP line link.

Note: This table lists only the extensions attached to IP lines. If the extension is not listed on this page, open the Extensions Management page and attach an IP line to the extension by editing the extension settings.

1. Click on the IP Line hyperlink, the IP Line Settings--IP Line# page will be opened.
2. Select the IP Phone option to configure the line and choose the model of the IP phone from the Phone Model drop-down list.
3. Enter the MAC Address of the phone.

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1. Set the number for intended simultaneous calls (the total number of active and held calls), in the Line Appearance field. If this field is set to 1, only one active call will be possible on the phone. Making or accepting a second call while the other is on hold will not be allowed.

Note: The maximum allowed number of Htek 924 is 4, and Htek 926 is 6.

1. The QX authorizes each IP phone by a unique username and a password specified on the IP Line Settings page. In case of auto configuration, they are specified on the QX and are automatically included in the phone's configuration file generated by the QX. By default, the QX assigns a unique username and password to each IP line. The user may either keep these values or specify new ones. The Password field security strength is checked and displayed just below the entry. To achieve a well-protected, strong password, a minimum of 8 characters is required, consisting of letters in upper and lower case, symbols and numbers. If you are unable to define a strong password, click the Generate Password to use one of the system defined strong passwords.
2. The Transport drop-down list is used to select the SIP protocol transport layer--UDP, TCP or TLS. For TLS you may activate the TLS certificate update mechanism from IP Phone to obtain the latest certificate generated by the QX.
3. Click Save to submit the changes.

TIP: If the IP Line is activated successfully, you will see the Line's State changes from Free to Configured.

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Configure your phone with QX IP PBX

The Auto configuration option should be used if user wishes to associate the IP phone with a certain extension or a certain IP line.
IP phones can be connected to QX via LAN, WAN or VLAN interface (Figure 1 and Figure 2). The QX will provide a configuration file to the phones that are locally connected to the same network. Note: The QX will not configure IP phones that are remotely connected. These phones will need to be manually configured.


The following chapter will provide:

• [Auto Configuration

• #_Auto_Configuration]Edit custom IP Phone Template

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Auto Configuration

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Over View

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1. 1. 1. 1. When the phone connected to the network, it will send a multicast message with its MAC address.anchorOLE_LINK46OLE_LINK46 AnchorOLE_LINK45OLE_LINK45
         2. The SIP server receives the multicast message and when it recognizes that the MAC address is bound to an extension, it will send a response with 202 Accepted to the phone.
         3. Immediately, the server will send a NOTIFY message with the path of the configuration server.

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1. 1. 1. 1. The phone response the NOTIFY message with 200 OK, then the phone will GET the configuration files from the received path.

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a. Press Menu Soft Key.
b. Navigate to Others and press Enter Soft Key.
c. Select Restart and press Enter Soft Key.
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AnchorOLE_LINK83OLE_LINK83 Alternatively, you can restart the phone at the bottom of the phone's WEB GUI Home page.

AnchorOLE_LINK23OLE_LINK23 AnchorOLE_LINK22OLE_LINK22Now you just need wait for a Now you just need wait for a while, the QX will automatically configure your phone with the IP Line which your phone attached to.

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Edit Custom IP Phone Template

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Over View

Maybe you are not satisfied with the default configuration of auto-configuration. So you can edit your own IP Phone Template on Epygi QX's GUI to configure your phone.
The following part "Operating Instructions" will show you how to modify the template by an example.

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Operating Instructions

1. Login QX's GUI → Interfaces → IP Lines → IP Phone Templates

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Use Epygi Integrated Feature

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Feature List

This chapter provides the detail instructions and configurations for the following Epygi integrated features:

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Basic Setting

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Hot Desking

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If Epygi QX20 has limited number of IP phones connected, but much more users wishing to make and receive calls through the Epygi QX20, some of the connected phones can be announced as public. Public phones have no static owners; they are just connected to the IP lines. Each user that accesses the public phone should first login with personal settings, such as the extension's number and password of previously configured and dedicated him virtual extension.

How to Configure

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AnchorOLE_LINK33OLE_LINK33To use the Hot Desking, you need an IP Line without any extension attached (The contacts of Attached Extension should be None). So, check the Extensions page at first.

If there is no available Line, you can choose one of the them and Delete the attached extension of the line on Extensions page.

Now you have an IP Line for Hot Desking.
Enter the IP Line Settings page, fill in the necessary information of the IP Phone which will used as a Hot Desk. (Phone Model, MAC Address…as the same as attach an IP Line for your phone)
And then, check the Hot Desking option.

AnchorOLE_LINK87OLE_LINK87 AnchorOLE_LINK85OLE_LINK85 AnchorOLE_LINK86OLE_LINK86 AnchorOLE_LINK43OLE_LINK43 AnchorOLE_LINK44OLE_LINK44If you have successfully activated Hot Desking If you have successfully activated Hot Desking, the words Hot Desk will appeared behind the corresponding IP Line.

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1. Use by dial feature code
Dial *78 to configure Hot Desking service:
1. Dial *78 to login.
2. Enter the extension number and press #.
3. Enter the extension password and press #.
After successful login, the phone becomes a full featured phone connected to the Epygi QX20. You can place and receive calls and use all supplementary PBX services of the Epygi QX20.
When having finished using the phone, logout.
1. Dial *78 to logout.
2. Enter the password of the current logged in extension and press #.
When logged out, the public phone becomes available for other users.
2. Use by Function Keys
Configure a Function Key instead of manually dial feature code. AnchorOLE_LINK70OLE_LINK70 AnchorOLE_LINK71OLE_LINK71 The other operations are the same.

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Call Forward

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Epygi supports the use of Forward AnchorOLE_LINK3OLE_LINK3 functionality in 4 situations (Unconditional/Busy/No Answer/Unregistered or Inaccessible). According to your needs to choose which to use.

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1. There are three IP phones 103, 104, 105. And 103 set Busy Call Forwarding to 105.
2. AnchorOLE_LINK24OLE_LINK24 AnchorOLE_LINK25OLE_LINK25If 103 is in idle, If 103 is in idle, and 104 call 103, 103 will ring.anchorOLE_LINK50OLE_LINK50 AnchorOLE_LINK49OLE_LINK49
3. If 103 is in busy (e.g. 103 is talking with another extension or 103 rejects the call from 104), the call will be forwarded to 105, and 105 will received the call.

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Call Transfer

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How to Use

1. Blind Transfer AnchorOLE_LINK5OLE_LINK5 AnchorOLE_LINK4OLE_LINK4
2. When you (107) are in calling with 103, you want to transfer the call to 104, press the Transfer soft key.
3. Enter the target extension number (104).

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1. Attended Transfer
   1. 1. 1. When you (107) are in calling with 103, you want to transfer the call to 104, press the Transfer soft key.
         2. Enter the target extension number (104).
         3. Press Send.
         4. Wait for 104 answered, and tell him that you want to transfer a call to him.
         5. Finally, press Transfer.

TIP: You can cancel the transfer before the call is connected by pressing the Cancel soft key.

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Additional Function of Transfer

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If you have already enter the target number, the transfer will be completed in the form of Blind Transfer even if you hang up directly.
This means that the on-hook action replaces pressing the Transfer soft key again. AnchorOLE_LINK73OLE_LINK73 AnchorOLE_LINK72OLE_LINK72 And the Semi-Attended and Attended Transfer On Hook are the same.

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Do Not Disturb

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Conference

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You can create a conference with other extensions. And the maximum number of participants is 5.

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How to use

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1. 1. Place a call to the first participant.
   2. When the call established, press the Conference soft key to place a new call. AnchorOLE_LINK52OLE_LINK52 AnchorOLE_LINK51OLE_LINK51 And the ongoing call will be put on hold.
   3. Enter the number of the second party and press # or the Send soft key
   4. When the second participant answered, the 3-way conference established.
   5. If you want to add more participants, press Hold → New Call, and dial the extension of the new participant.
   6. When the new participant answered, press Conference, then 4-way conference established.
   7. Repeat the step 5 to add the fifth participant, the 5-way conference was established finally.

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During the conference, you can do the following actions

1. Press the Hold soft key to place the conference on hold.
2. Press the Split soft key to split the conference into four individual calls, and these calls are all on hold.
3. AnchorOLE_LINK57OLE_LINK57 AnchorOLE_LINK56OLE_LINK56 Press the End Call soft key.
a. If you are the initiator of the conference, the conference will end.
b. AnchorOLE_LINK59OLE_LINK59 AnchorOLE_LINK58OLE_LINK58 If you are a member of the conference, you will exit and the others will continue the conference.

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BLF

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OLE_LINK12OLE_LINK12You can use BLF (Busy Lamp Field) to monitor the status change of a specific extension. AnchorOLE_LINK17OLE_LINK17 AnchorOLE_LINK16OLE_LINK16status change of a specific extension. By press the corresponding BLF key when the extension is free, you can also call the extension which is being monitored.

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How to Use

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1. AnchorOLE_LINK19OLE_LINK19When the monitored number is in idle status, the BLF key light and the icon will be solid green.
2. When monitored number has an incoming call, the BLF key light will be flashing red and the icon will be solid red.
3. When monitored number are talking, the BLF key light and Icon will be solid red.

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Call Park

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1. 1. Choose a template to modify.

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1. 1. Choose the entry Call park and fill in the extension's number. When you finished, press Save.

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1. 1. Directed Call Park
   2. Press or Hold soft key during an active call. The call will be put on hold.
   3. Press New Call soft key, then dial Park extension number and press # or Send soft key to park the call.

1. 1. One-button operation

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OLE_LINK60If you wish, you can use Function Key for one-button operation.

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for one-button operation.

1. 
   
   1. For Call Park, AnchorOLE_LINK64OLE_LINK64 AnchorOLE_LINK65OLE_LINK65 configure *5 as the value of the Function Key. AnchorOLE_LINK66OLE_LINK66 AnchorOLE_LINK67OLE_LINK67
   2. For Directed Call Park, configure the directed number as the value of the Function Key.
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3. 
   

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Speed dial

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Other available features

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There are also some available features to help you to use the phone more conveniently. And they can all be configured in the template.

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Feature List

• Automatic Redial
• Call Back
• LineInfo
• Block Last Caller

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Operating Instructions

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1. Automatic Redial (AutReDl)

If the called number is busy after dialing *1 or press the corresponding function key AutReDl keep the handset lifted to activate the auto redialing of the last called number. The connection will be established immediately when the called destination answers the call.
TIPs:
1) AnchorOLE_LINK37OLE_LINK37 AnchorOLE_LINK38OLE_LINK38 This service is functional for SIP and PBX calls only.
2) This service works when the Voice Mail and Call Waiting services are disabled on the called destination.

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2. Call Back

If you want to call the last AnchorOLE_LINK69OLE_LINK69 AnchorOLE_LINK68OLE_LINK68last caller directly, you can dial *2 or press the corresponding function key CallBack.
Configure CallBack in the IP Phone Templates to provision your IP Phone automatically.

Or set the Line Key as Call Return on the phone's WEB GUI.

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3. Line Information (LineInfo)

Dial *74 AnchorOLE_LINK39OLE_LINK39 AnchorOLE_LINK40OLE_LINK40 or press the corresponding function key LineInfo, you can get the information about the IP line, attached Extension number and SIP username.

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Troubleshooting

This chapter provides general troubleshooting information to help you solve the problems you might encounter when using your phone. If you require additional information or assistance with your new phone, contact your system administrator.

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Why is the LCD screen blank?

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1. Ensure that the phone is properly plugged into a functional AC outlet.
2. Ensure that the phone is plugged into a socket controlled by a switch that is on.
3. If the phone is plugged into a power strip, try to plug it directly into a wall out let instead.
4. If the phone is powered from POE, ensure that you use a POE-compliant switch or hub.

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1. Ensure that the Ethernet cable is plugged into the Internet port on the phone and the Ethernet cable is not loose.
2. Ensure that the switch or hub in your network is operational.

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Why doesn't the phone display time and date correctly?

Check if you have configured the phone to obtain the time and date from the SNTP server automatically. If the phone fails to connect to the SNTP server, you need to configure the time and date manually.

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1. Make sure that the Internet port of phone is connect to the LAN port of QX successful.
2. Make sure that the model of your phone is supported by Epygi.
3. To reset the phone as the following steps:

1. Press Menu soft key.
2. Navigate to Settings and press Enter soft key.
3. Select Advanced and press Enter soft key.
4. Enter the password (admin by default) and press Enter soft key.
5. Select Settings and press Enter soft key
6. Select Reset and press Enter soft key.
7. Press OK soft key to confirm, the phone will reboot and perform a factory reset.

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