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Table of Contents
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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, UC926E, UC924[ST.1] , UC924E, 923, 912G, 912, 903 [ST.1]6.2.26 version add 903/912/912G/923/924E/926E.

Note: 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 6.2.26 or later. The configuration process described in this guide take the Htek UC924 as an example.

In This Guide

Topics provided in this guide include:

Summary of Changes

  • V1.0 (2018-03-27):
    Provide a basic guidance for auto-provision Htek IP phones with Epygi QX IP PBX. 

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:

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.

Phone Status

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

...

Press "Up" or "Down" to scroll through the list and view the specific information.

Attach an IP Line for using your phone

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.

Operating Instructions

  1. Go to the Interfaces→IP Lines page.
  2. 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.
  3. Click on the IP Line hyperlink, the IP Line Settings--IP Line# page will be opened.
  4. Select the IP Phone option to configure the line and choose the model of the IP phone from the Phone Model drop-down list.
  5. Enter the MAC Address of the phone.
  6. 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.
  7. 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.
  8. 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.
  9. 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.

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

Over View

Auto configuration option simplifies the configuration procedure of the Supported IP phones. And the method is PnP (Plug and play).

Anchor
_GoBack
_GoBack

The illustration is as follows:
The following shows you the details.

...

  1. Attach an IP Line for your phone (you can refer to the previous chapter "Attach an IP Line for using you phone")
  2. To restart the phone as the following steps:
    1. Press Menu Soft Key.
    2. Navigate to Others and press Enter Soft Key.
    3. Select Restart and press Enter Soft Key.
    Alternatively, you can restart the phone at the bottom of the phone's WEB GUI Home page.
    Now you just need wait for a while, the QX will automatically configure your phone with the IP Line which your phone attached to.

Edit Custom IP Phone Template

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.

...

  1. Login QX's GUI → Interfaces → IP Lines → IP Phone Templates
  2. Click on Add, and type in the template's name and description.
  3. Save and the template will show on the previous page (Manage IP Phone Templates)
  4. Click on the hyperlink.
  5. Choose Htek from the sidebar to edit the template.
  6. After the General Settings is completed, choose your phone's model from the drop-down list to edit the Function Key.
  7. This is an example. You could make your choice by what you want.
  8. To use the template, you should choose it in the IP Line page. And after you confirmed, the system will reboot the phone to apply the template.

Use Epygi Integrated Feature

Feature List

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

Basic Setting

Over View

This chapter introduces the necessary configuration of common optional configuration. Topics include:

...

  1. Login QX's GUI, click on TelephonySIPTLS Certificates.
  2. Complete the blank field and Save.
  3. The QX system will reboot automatically, the same with phones which was connected with the QX.
  4. When the QX and phones startup, modify the TLS port to 5061 on the SIP Settings page.
  5. If you want to use TLS transport, you can modify the SIP Transfer method on the phone's Profile page, or you can change the QX IP Lines page to auto-configure the phone.

Hot Desking

Over View

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.

...

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. The other operations are the same.

Call Forward

Over View

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

...

c. The call will be forwarded to 105, and 105 will received the call.

Call Transfer

Over View

You can transfer a call to another extension by three ways:
Blind Transfer: Transfer a call directly to another party without consulting.
Semi-Attended Transfer: Transfer a call when the target phone is ringing.
Attended Transfer: Transfer a call with prior consulting. 

...

  1. Blind Transfer
    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 the Transfer soft key again, then 104 will be ringing and your phone will back to idle, the call is transferred to 103 and 104.
  2. Semi-Attended Transfer
    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. Don't press Transfer but press Send.
    4. The target phone will be ringing, and before he answered, press Transfer.
  3. Attended Transfer
        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.

Additional Function of Transfer

...

  1. Blind Transfer On Hooks
    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. And the Semi-Attended and Attended Transfer On Hook are the same.
  2. Transfer Mode via DSSkey (DSSkey type must be BLF)
    This feature allows you to complete the transfer in one click. 
    For an example, set the Line Key as BLF or Transfer, the Value is target number 104. And the Transfer Mode via DSSkey is Blind Transfer.
    When you are calling with 102(e.g.), press the BLF key (listening to 104), the call will Blind Transfer to 104 directly.

Do Not Disturb

Over View

The Do Not Disturb is used to turn off the phone ringer for a while. If you have Do Not Disturb service enabled along with the Voice Mail Service, all incoming calls will directly go to the extension's voice mailbox.

...

You can dial *72 directly, or configure a programmable key on your phone, then press the key to enable/disable the function.
On the right side of the screen is the function key configured in the IP Phone Template, and the bottom of the screen is the soft key of the phone itself, they can all realize the function of DND.

Conference

Over view

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

...

  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. Press the End Call soft key.
    1. If you are the initiator of the conference, the conference will end.
    2. If you are a member of the conference, you will exit and the others will continue the conference.

BLF

Over View

You can use BLF (Busy Lamp Field) to monitor the status 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.

...

  1. When 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.

Call Park

Over View

The Call Park service allows to park a call (the call will be automatically placed on hold) then retrieve the parked call from another phone by dialing the Call Park extension number.
Before you start to use the function, you need add a Call Park extension first.
Log in QX WEB GUI, ExtensionsAdd Extension→choose Call Park from the drop-down list. After filled in the extension's number, click on Save, then the Call Park extension will display on the Extensions page.

...

    1. For Call Park, configure *5 as the value of the Function Key
    2. For Directed Call Park, configure the directed number as the value of the Function Key.
    3. When you want to park a call, you just need press the corresponding key.

Speed dial

Over View

Speed dial allows dialing the desired destination by using a preconfigured speed dial code (shortcut number)

...

When you complete the configuration, if you want to call 106 quickly, you can make a call by pressing the speed dial key directly.

Other available features

Over View

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

Feature List

Operating Instructions

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) 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.

2. Call Back

If you want to call the last 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.

...

Dial *73 or press the corresponding function key CallBlk, the last caller will be blocked and added to the Caller ID Based Services table.
To unblock the caller, go to the Caller ID Based Services page and disable the Incoming Call Blocking service for the blocked address.

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.

...

  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.


Table of Contents
maxLevel3
indent20px

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: 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.

In This Guide

Topics provided in this guide include:

Summary of Changes

  • V1.0 (2018-03-27):
    Provide a basic guidance for auto-provision Htek IP phones with Epygi QX IP PBX. 

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:

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.

Phone Status

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

...

Press "Up" or "Down" to scroll through the list and view the specific information.

Attach an IP Line for using your phone

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.

Operating Instructions

  1. Go to the Interfaces→IP Lines page.
  2. 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.
  3. Click on the IP Line hyperlink, the IP Line Settings--IP Line# page will be opened.
  4. Select the IP Phone option to configure the line and choose the model of the IP phone from the Phone Model drop-down list.
  5. Enter the MAC Address of the phone.
  6. 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.
  7. 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.
  8. 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.
  9. 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.

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

Over View

Auto configuration option simplifies the configuration procedure of the Supported IP phones. And the method is PnP (Plug and play).

Anchor
_GoBack
_GoBack

The illustration is as follows:
The following shows you the details.

...

  1. Attach an IP Line for your phone (you can refer to the previous chapter "Attach an IP Line for using you phone")
  2. To restart the phone as the following steps:
    1. Press Menu Soft Key.
    2. Navigate to Others and press Enter Soft Key.
    3. Select Restart and press Enter Soft Key.
    Alternatively, you can restart the phone at the bottom of the phone's WEB GUI Home page.
    Now you just need wait for a while, the QX will automatically configure your phone with the IP Line which your phone attached to.

Edit Custom IP Phone Template

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.

...

  1. Login QX's GUI → Interfaces → IP Lines → IP Phone Templates
  2. Click on Add, and type in the template's name and description.
  3. Save and the template will show on the previous page (Manage IP Phone Templates)
  4. Click on the hyperlink.
  5. Choose Htek from the sidebar to edit the template.
  6. After the General Settings is completed, choose your phone's model from the drop-down list to edit the Function Key.
  7. This is an example. You could make your choice by what you want.
  8. To use the template, you should choose it in the IP Line page. And after you confirmed, the system will reboot the phone to apply the template.

Use Epygi Integrated Feature

Feature List

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

Basic Setting

Over View

This chapter introduces the necessary configuration of common optional configuration. Topics include:

...

  1. Login QX's GUI, click on TelephonySIPTLS Certificates.
  2. Complete the blank field and Save.
  3. The QX system will reboot automatically, the same with phones which was connected with the QX.
  4. When the QX and phones startup, modify the TLS port to 5061 on the SIP Settings page.
  5. If you want to use TLS transport, you can modify the SIP Transfer method on the phone's Profile page, or you can change the QX IP Lines page to auto-configure the phone.

Hot Desking

Over View

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.

...

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. The other operations are the same.

Call Forward

Over View

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

...

c. The call will be forwarded to 105, and 105 will received the call.

Call Transfer

Over View

You can transfer a call to another extension by three ways:
Blind Transfer: Transfer a call directly to another party without consulting.
Semi-Attended Transfer: Transfer a call when the target phone is ringing.
Attended Transfer: Transfer a call with prior consulting. 

...

  1. Blind Transfer
    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 the Transfer soft key again, then 104 will be ringing and your phone will back to idle, the call is transferred to 103 and 104.
  2. Semi-Attended Transfer
    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. Don't press Transfer but press Send.
    4. The target phone will be ringing, and before he answered, press Transfer.
  3. Attended Transfer
        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.

Additional Function of Transfer

...

  1. Blind Transfer On Hooks
    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. And the Semi-Attended and Attended Transfer On Hook are the same.
  2. Transfer Mode via DSSkey (DSSkey type must be BLF)
    This feature allows you to complete the transfer in one click. 
    For an example, set the Line Key as BLF or Transfer, the Value is target number 104. And the Transfer Mode via DSSkey is Blind Transfer.
    When you are calling with 102(e.g.), press the BLF key (listening to 104), the call will Blind Transfer to 104 directly.

Do Not Disturb

Over View

The Do Not Disturb is used to turn off the phone ringer for a while. If you have Do Not Disturb service enabled along with the Voice Mail Service, all incoming calls will directly go to the extension's voice mailbox.

...

You can dial *72 directly, or configure a programmable key on your phone, then press the key to enable/disable the function.
On the right side of the screen is the function key configured in the IP Phone Template, and the bottom of the screen is the soft key of the phone itself, they can all realize the function of DND.

Conference

Over view

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

...

  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. Press the End Call soft key.
    1. If you are the initiator of the conference, the conference will end.
    2. If you are a member of the conference, you will exit and the others will continue the conference.

BLF

Over View

You can use BLF (Busy Lamp Field) to monitor the status 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.

...

  1. When 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.

Call Park

Over View

The Call Park service allows to park a call (the call will be automatically placed on hold) then retrieve the parked call from another phone by dialing the Call Park extension number.
Before you start to use the function, you need add a Call Park extension first.
Log in QX WEB GUI, ExtensionsAdd Extension→choose Call Park from the drop-down list. After filled in the extension's number, click on Save, then the Call Park extension will display on the Extensions page.

...

    1. For Call Park, configure *5 as the value of the Function Key
    2. For Directed Call Park, configure the directed number as the value of the Function Key.
    3. When you want to park a call, you just need press the corresponding key.

Speed dial

Over View

Speed dial allows dialing the desired destination by using a preconfigured speed dial code (shortcut number)

...

When you complete the configuration, if you want to call 106 quickly, you can make a call by pressing the speed dial key directly.

Other available features

Over View

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

Feature List

Operating Instructions

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) 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.

2. Call Back

If you want to call the last 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.

...

Dial *73 or press the corresponding function key CallBlk, the last caller will be blocked and added to the Caller ID Based Services table.
To unblock the caller, go to the Caller ID Based Services page and disable the Incoming Call Blocking service for the blocked address.

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.

...

  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.

...