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When provisioning a Htek phone, you should first set the required settings on the PBX as shown in provisioning document Steps Before Provisioning.
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Steps
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Before
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Provisioning
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Many Vodia PBX settings are downloaded to the phone during Plug and Play, so it's best to configure these settings before actually doing Plug and Play. That way, when the phones are provisioned, they will have those settings. Some of these settings are listed below.
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Configuring
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the
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Domain
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Settings
Many domain settings are also uploaded to the extension (the phone) during plug and play, such as language settings and country codes etc.
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- Choose default IVR and web languages, a time zone, and country and area codes etc.
- Scroll to the bottom of the page to Provisioning Parameters, and select a default dial plan scheme and enter the username and password for the phones.
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Configuring the Extension(s)
Many extension settings are also uploaded to the extension (the phone) during plug and play. The extension based settings can be set from the domain (while logged in as admin and selecting the extension for which changes are to be made) and also from the user portal (logged in as a user).
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- You can tie a phone to an extension by adding the phone's MAC address to the extension. Under the tab Registration for the extension, enter the MAC address of the phone you want to tie to that extension in the setting Bind to MAC Address and press Save. This will tie the phone to that extension and when it is provisioned, the phone will get all the settings from this extension, including registration information, buttons, and everything else that is provisioned.
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Provisioning
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Open MAC Provisioning
For security reasons, navigate to the extension level and activate "Open account for MAC based provisioning" as shown, to allow the phone to provision to that specific account.
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Provisioning
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via
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RPS
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This method, known as redirection service, allows for touch-free, WAN-based plug and play and can be used for a large deployment of phones. You can arrange to have the MAC addresses of your phones provisioned to a setting URL that reflects your Vodia PBX. Please refer to the following picture.
Operating Instructions
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- Click Save.
- Then, once we adding a phone's MAC address to a extension, the URL and MAC information will be added to the RPS server.
- Power up and connect the phone to the network, it will be provisioned automatically.
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Provisioning
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via
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DHCP
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Option
This method can be used to provision in both LAN (internal) and WAN (remote) environments as long as you can control the local DHCP server and the DHCP server supports option 66. The phone retrieves its IP address and other configuration information through dynamic host configuration protocol (DHCP). In order to use this method, you need to put in the address of the PBX on your DHCP server, e.g. tftp://192.168.0.199. Anchor
Operating Instructions
- Edit DHCP configuration file.
- In the GENERAL field, add this URL tftp://192.168.0.199.
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- Reboot the phone, it will be provisioned automatically.
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Htek
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Phone
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Settings for Auto Provisioning
Log into the web interface of the phone and navigate to "Management", then "Auto Provision" page. In the "Config Server Path", add this URL tftp://PBXIP, e.g. tftp://192.168.0.199.
You don't have to reboot the phone for provisioning, it is okay to save the information and then use the Autoprovision Now button.
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.g. tftp://192.168.0.199.
You don't have to reboot the phone for provisioning, it is okay to save the information and then use the Autoprovision Now button.
Customize Phone Config Template
Maybe you are not satisfied with the default config of auto-provision. Each Htek phone setting provisioned by Vodia PBX is connect with a P number of Htek template file on Vodia PBX. We can modify the value of the P number in template so that to change the config which is provisioned by Vodia PBX system. Some related setting steps are listed below.
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- Find out the P number in the template and modify its value.
- Login Vodia Management Console ? Customize ? Templates ? Type ? Page ? htek-> Customize ->Templates -> Type -> Page ->htek_common.xml
- Locate the num "P8721" in the template by "Ctrl + F". And modify the value to what you want.
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- Click Save.
- After modify the template successful, just need you re-provision the phone.
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Vodia
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Integrated
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Feature
This chapter provides the detail instructions and configurations for the following Vodia integrated features. Topics include:
- Web Attendant Console
- Extension Monitoring
- Call Controls
- Park Orbits
- Creating a Park Orbit
- Configuring a Park Orbit
- Auto Attendants
- Creating an Auto Attendant
- Configuring an Auto Attendant
- Buttons
- Creating a Button Profile
- Add and Map Buttons
- Assigning Button Profile to an Extension
Anchor _Call_Park_1 _Call_Park_1 Anchor _Park_Orbits _Park_Orbits Anchor _Web_Attendant_Console _Web_Attendant_Console Anchor _Basic_Setting _Basic_SettingAuto Attendants- Creating an Auto Attendant
- Configuring an Auto Attendant
- Buttons
- Creating a Button Profile
- Add and Map Buttons
- Assigning Button Profile to an Extension
- Conference Rooms
- Creating a Conference Room
- Configuring an Ad Hoc Conference
- Forward
- Configuring Forward via Vodia Management Console
- Transfer
- Operating Instructions
- Hunt Groups
- Creating a Hunt Group
- Configuring a Hunt Group
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Web Attendant Console
The web attendant console lets you manage calls from your user portal on the PBX, like hang up, blind transfer, hold, attended transfer or making a call etc. All these actions can be performed very easily by either clicking or dragging and dropping as explained below. It also lets you monitor the other extensions on your domain, like whether they are registered, in a call or idle etc.
Before, you should login to your user portal, enter the extension number of the user portal you want to enter and the corresponding password and press the button or the enter key. You will enter the user portal. On the home page of your user portal, you can use the WAC.
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Extension Monitoring
On the home page of your User Portal you will see the status of all other extensions in your domain.
- Gray square box next to an extension means it is not registered.
- Green square box next to an extension means it is registered and idle.
- Red square box next to an extension means it is registered but busy.
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- means it is registered but busy.
Call Controls
When a user is logged in to his User Portal, the calls are shown on his portal's home page along with call controls which are used for call management. There are three sections for the calls:
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From the hold list, you can hang up any of the calls by pressing the cross beside it, or resume any of the calls by clicking the resume icon (handset with the play sign) beside the call you want to resume. When a call is resumed, it will move back to the "Active Call" section. If there was already another active call, that call will go on hold and move from the "Active Call" section to this list.
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Park Orbits
A park orbit is like a parking lot. It provides a holding place where calls can be parked while the caller is being located. Once a call has been parked on a park orbit, it can be retrieved by other users, which is very different than if the call had been placed on hold. (A call on hold requires the person who originally answered the call to track someone down and transfer the call to the right person.) With a park orbit, the person answering the phone can put the call out there for anyone to pick up.
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You can also configure a Park Orbit button so that users can just click the button to park and retrieve the call.
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Creating
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a Park Orbit
- Go to your selected domain in the Vodia PBX web interface.
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- In the Account Name field, enter an account number and/or alias.
- To create multiple accounts at the same time, use a space between the numbers: 567 568 569.
- Press Create.
- The park orbit(s) will be created which you can see in the "park orbit list" or in "all accounts list", where you can enter each park orbit just by clicking it, in order to modify it if you want, as explained below.
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- modify it if you want, as explained below.
Configuring a Park Orbit
Once you've created a park orbit account, use the following information to configure your settings.
Click on any park orbit from the list that you want to change.
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- Suppose you have three phones provisioned by Vodia PBX system. (Phone A/Phone B/Phone C). Phone A and B were provisioned a Call park key with the same Park Orbit account.
- A make a call with C. A press call park key. The call will be parked and you will heard call park tone from A.
- B press the call park key, the parked call will be picked up. Now B have a call with C.
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Auto Attendants
The auto attendant functions like a virtual receptionist, connecting incoming calls to extensions and other devices that have been configured to the system. The auto attendant often announces a company's name, followed by a selection of dialing options.
A typical welcome message might be "Thank you for calling Htek," for Sales, press 1," "for Accounts, press 2," and "for the dial-by-name directory, press 4." Callers press the number that corresponds with their selection and are directed accordingly.
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Creating
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an
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Auto Attendant
- Go to your selected domain in the Vodia PBX web interface.
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- On top, click the tab Create to create a new auto attendant.
- In the Account Name field, enter an extension number. Note: If you use a space instead of a slash (667 9781234567), you will create two separate accounts that will be unrelated to each other.
- To create multiple accounts at the same time, use a space between the numbers: 567 568 569
- Press Create
- The auto attendant(s) will be created which you can see in the "auto attendant list" or in "all accounts list", where you can enter each auto attendant just by clicking it, in order to modify it if you want.
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Configuring an Auto Attendant
Once you've created an auto attendant account, use the following information to configure your settings.
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The Direct Destinations feature is somewhat like a built-in version of the IVR system. To direct inbound calls to specified extensions, you can use the pre-configured destination fields and link them to pre-recorded announcements and user input options. Using the sample shown below, the auto attendant's welcome message will be as follows: "For Sales, press 1. For Support, press 2. For Accounting, press 3. For all other inquiries, press 0." (The user input options are linked to extensions 001, 002, 003, and 004.)
When configuring straightforward, uncomplicated auto attendants, direct destinations are a great solution.
Once the direct destination links have been established, the system will call the destination number whenever a caller enters the number that is associated with it.
In the sample shown above, when the caller presses 1, the call will be connected to extension 001.
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Buttons
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Setting up buttons on the phones is a very useful feature of the Vodia PBX. It makes it very easy and intuitive to set up buttons on the phones that it serves.
On the Vodia PBX you can set up button profiles which you can assign to different extensions.
You can also modify a button profile to customize it for a particular extension.
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Creating
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a
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Button
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Profile
- Go to your selected domain in Vodia PBX web interface.
- Go to Buttons page.
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- On the buttons profiles page, just provide a name for the profile and press Create. The new profile will appear in the list, which you can then edit to add and map buttons.
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Add
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and Map Buttons
- Once you have created a profile, you can edit it to add or modify buttons for that profile.
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- Enter a value in the parameter field. This value will generally consist of an account on the system or an extension.
- Note Label is used only where phones use a display in front of their keys for labels or virtual keys.
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- keys for labels or virtual keys.
Assigning Button Profile to an Extension
- Go to your selected domain in the PBX web interface.
- Go to the extension to which you want to assign a particular button profile.
- Go to the Buttons tab of the extension found at the top.
- In the Choose Profile dropdown, select the profile you want to assign to that extension, which can be any of the phone defaults or any other profile you might have created. You can also clone one of the existing button list and edit that to make your own list.
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- Press Save
- Furthermore, you can make changes to that chosen profile as it appears below on that page, in order to customize it for that extension.
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Conference
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Rooms
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A conference room or conference server is normally an expensive add-on with traditional phone systems. With the Vodia PBX phone system, you can have your own conference rooms within your own system.
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Creating
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a
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Conference
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Room
- Go to your selected domain in the Vodia PBX web interface.
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- To create multiple accounts at the same time, use a space between the numbers: 567 568 569
- Press Create.
- The conference room(s) will be created which you can see in the "conference rooms list" or in "all accounts list", where you can enter each conference room just by clicking it, in order to modify it if you want, as explained below.
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- it, in order to modify it if you want, as explained below.
Configuring an Ad Hoc Conference
The ad hoc conference account allows users to hold conferences at a moment's notice. No planning is required, and no emails are sent out. This method of conferencing is handled through the system and produces a high-quality three-way conference. Although this method offers a simple way to hold a conference, unauthorized users will be able to access the conference room if an access code requirement has not been set on the account.
Once you've created a conference room account, use the following information to configure it.
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Calling into an Ad Hoc Conference
To hold an ad hoc conference, users need to know the extension number that has been reserved for ad hoc conferencing. If the designated extension is 0008, then all parties who enter 0008 from their extension phones will be joined to the same call. Participants will be required to enter an access code if one has been set; otherwise, they will be joined directly into the conference room. Any number of participants can join the call. (Participants can also be blind-transferred into the conference.)
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Forward
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Vodia phone system provides several forward rules for the different phone status. Make sure that you won't miss all of your calls.
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- All Forward
- Busy Forward
- No Answer Forward
- Unregistered
Forward
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- Forward
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Configuring Forward via Vodia Management Console
- Go to your selected domain in the PBX web interface.
- Go to the extension which you want to configured.
- Go to the Redirection tab of the extension found at the top.Then you can configure forward rules.
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- Then you can configure forward rules.
Transfer
Calls can be transferred using the transfer button on Htek phones. The system supports three types of call transfers:
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- Press the Transfer soft key during a call.
- Enter the extension number which you want to transfer the call to.
- Press send soft key or "#" button to dial out the transferring call, when the phone which is transferred ringing and answered, then press the transfer soft key to complete the transfer.
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You can cancel the transfer before the call is connected by pressing the Cancel soft key
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when two phones have built a call, one phone which configured the BLF can press the BLF line key to achieve New call / Blind Transfer / Attended Transfer to another extension.
The P number of this setting is P3205, the value list is: 0 - Attended Transfer, 1 - Blind Transfer, 2 - New Call.
You can refer to the chapter Customize Phone Config Template to edit custom template.
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Hunt Groups
A hunt group is a set of extension numbers that are embedded inside a single virtual extension. Incoming calls are rotated through the pool of extensions until someone answers and the caller is connected.
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Creating
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a
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Hunt Group
- Go to your selected domain in the Vodia PBX web interface.
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- To create multiple accounts at the same time, use a space between the numbers: 567 568 569
- Press Create.
- The hunt group(s) will be created which you can see in the "hunt group list" or in "all accounts list", where you can enter each hunt group just by clicking it, in order to modify it if you want.
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- in order to modify it if you want.
Configuring a Hunt Group
Once you've created a hunt group account, use the following information to configure it.
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If all extensions of a stage are unavailable, the system will immediately move to the next stage.
If you check the missed flag for the stage, the PBX will send a missed call indication to the phone when it moves to the next stage and the phone is not part of the next stage.
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Factory
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Resetting
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and
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Upgrading
This chapter provides a basic guidance for upgrading firmware and resetting the phone. Topics include:
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Factory Resetting
- To set Factory Reset via phone interface
- Press Menu ? Settings ? Advanced ( Default password: admin / Once provisioned, it will be changed by Vodia system) ? Factory Reset
- Press OK soft key in the warning page.
- To set Factory Reset via web interface
- Click Management ? Upgrade
- Click Reset to Factory and then confirm the setting.
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Upgrading
- To configure the server path via web interface
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- Click Management ? Upgrade
- Click Brower or the blank.
- Select the firmware ( fw924.rom )and then click Upgrade.
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Troubleshooting
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Why is the phone LCD screen blank?
- Ensure your phone is properly plugged into a functional AC outlet.
- Ensure that the phone isn't plugged into a plug controlled by a switch that is off.
- If the phone is plugged into a power strip, try plugging it directly into a wall outlet instead.
- If your phone is powered from PoE, ensure you use a PoE compliant switch or hub.
- Check that the power LED is on to ensure the phone is powered on.
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Why does the phone display "Network Unavailable"?
- Ensure that the Ethernet cable is plugged into the Internet port on the phone and the Ethernet cable is not loose.
- Ensure that the switch or hub in your network is operational.
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How to obtain the MAC address of a phone when the phone is powered off?
Three ways to obtain the MAC address of a phone:
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