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 with 3CX phone system, phones including:
Htek 8 Series: UC862, UC860, UC842, UC840, UC806, UC806T, UC806G, UC804, UC804T,UC804G,UC803, UC802T,UC802.
Htek 9 Series: UC926, UC924, UC923, UC902, UC90.
Note: The configuration process outlined in this guide applies to Htek SIP IP phones running.
Firmware version x.0.4.2 or later and 3CX phone system running version V15 or later. The configuration process described in this guide take the Htek UC923 as an example.
Topics provided in this guide include:
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:
After your phone is powered on, the phone will boots 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 attempts 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.
After the phone comes up, you can view phone status on phone user interface (LCD) via the following ways:
Available information of phone status includes:
Press "Up" or "Down"to scroll through the list and view the specific information.
There are mainly two ways of provision with 3CX phone system: one is _Provisioning_via_Plug, which is mainly used in the situation where Htek phone and 3CX phone system are in same subnet. And the other one is _Provisioning_via_RPS, which is mainly used in the situation where Htek phone is remote from 3CX phone system. Please refer to the following picture:
This chapter provides the following instructions of auto-provisioning with 3CX phone system and show you how to edit the custom provision template on 3CX. Topics include:
Configuration Template on 3CX | Corresponding Phone Model |
---|---|
Htek UC902 | Htek UC902 |
Htek UC902S | Htek UC902S |
Htek UC903 | Htek UC903 |
Htek UC912 | Htek UC912 |
Htek UC912E | Htek UC912E |
Htek UC912G | Htek UC912G |
Htek UC921 | Htek UC921 |
Htek UC921U | |
Htek UC921E | |
Htek UC923 | Htek UC923 |
Htek UC923U | |
Htek UC924 | Htek UC924 |
Htek UC924E | Htek UC924E |
Htek UC924W | |
Htek 926 | Htek UC926 |
Htek UC926E | Htek UC926E |
Htek UC926U |
If the 3CX Phone System runs on the default sip port 5060 and that the IP phones resides on the same local lan subnet as 3CX. Then, Provisioning via Plug and play is a good choice to provision your phones.
If your phones are not behind the same Local LAN with 3CX phone system. Then you can try to use Provisioning via PRS to provision your phones. Please refer the following picture.
Maybe you are not satisfied with the default configuration of auto-provision. Each Htek phone setting provisioned by 3CX phone system is connect with a P number of Htek template file on 3CX phone system. We can modify the value of the p number in template so that to change the configuration which is provisioned by 3CX Phone system.
The following part "Operating Instructions" will show you how to modify the template by an example.
For example, we can refer to the following steps to change the default ringtone to ring 5.
Step 1, Find out which P number do you want to change and what value do you want to change to for the P number by the browser(e.g. firefox).
Now, I know the P number of setting ringtone is P8721, and the value 5 mean ring5.
Tips: You also can refer to our another document "parameters list"
Step 2, Find out the P number in the htek template and modify its value.
Step 3, After modify the template successful, you just need to restart the 3CX phone system and the re-provision the phones.
This chapter provides the detail instructions and configurations for the following 3CX integrated features:
Call Transfer
Do Not Disturb
BLF
Agent Login/Logout
3CX uaCSTA
This chapter introduces the necessary configuration of account registration and common optional configuration. Topics include:
To configure the TimeZone via 3CX Management Console
Extensions -> Phone Provision -> Options -> TimeZone
To configure the NTP server via phone user interface (LCD):
To configure the NTP server via 3CX template
The chapter _Edit_custom_provision will show you how to edit custom provision template, you can refer to the chapter at first.
To configure the Display Language via 3CX Management Console
You can choose the Display Language when you bind MAC address to account on 3CX Management Console.
To configure the Basic Network Setting via 3CX template
The parameter of ipv4 mode is P8. Please refer to the value list of ipv4 mode(P8): DHCP – 0?static – 1 ?PPOE – 2.
If the P8 is blank, the network mode will not be changed after auto- provision.
The chapter _Edit_custom_provision will show you how to edit custom provision template, you can refer to the chapter.
You can refer to the introduction about how to configure secure SIP – TLS:
http://www.3cx.com/blog/voip-howto/secure-sip/
Configuring IP Phones with TLS
3CX phone system provide forward rules for the different phone status (Available/Available/Do Not Disturb). Make sure that you won't miss all of your calls.
To configure forward via 3CX Management Console:
Log in 3CX Management Console -> Extensions -> choose one extension -> Forwarding Rules. You can configure the forwarding rules for the three kind of phone status Available, Away, Do Not Disturb. Now we take Available as an example.
You can transfer a call to another extension in one of 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.
To perform a blind transfer:
To perform a semi-attended transfer:
To perform an attended transfer:
There is some additional function of transfer
1. Login phone webpage->Settings->Features->Transfer Settings. There are some additional settings of transfer. Please refer the following picture.
Blind Transfer On Hooks: If you have already complete the step 2 of blind transfer. Then you can transfer the call by on hook.
The P number of this setting is P3201, the value list is: 0 – off, 1 – on.
You can refer to the chapter _Edit_custom_provision to edit custom template.
Attended Transfer On Hooks: If you have already complete the step 3 of attend transfer. Then you can transfer the call by on hook.
The P number of this setting is P3204, the value list is: 0 – off, 1 – on.
You can refer to the chapter _Edit_custom_provision to edit custom template.
Transfer Mode via DSSkey ( DSSkey type must be BLF ): when two phones build a call, one phone which config the BLF can press the BLF line key to achieve the new call/Blind Transfer or 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 _Edit_custom_provision to edit custom template.
You can use DND to reject incoming calls automatically on the phone. The message "n New Missed Call(s)" ("n" indicates the number of missed calls) will appear on the LCD screen, and callers will receive a busy message.
Check the DND setting in 3CX phone system side
Log in 3CX Management Console -> Settings -> Dial Codes
Code of Set Do Disturb OFF: If you press the DND key to set the DND ON status on the phone, the phone will send the DND ON code to the 3CX server to Synchronize the DND status on the server side.
Code of Set Do Disturb ON: If you press the DND key to set the DND OFF status on the phone, the phone will send the DND OFF code to the 3CX server to Synchronize the DND status on the server side.
To activate DND in phone mode:
Press the DND soft key when the phone is idle. The icon on the status bar indicates that DND is enabled. Incoming calls will be rejected automatically and "n New Missed Call(s)" will prompt on the LCD screen.
You can set up a conference call with other four parties. It support up to 5 parties (including yourself) in a conference call.
To set up a conference call: 1. Place a call to the first party. 2. When the first party answers the call, press the Conference soft key to place a new call. The active call is placed on hold. 3. Enter the number of the second party and press "#"or the Send soft key.
During the conference call, you can do the following actions: - Press the "Hold" soft key to place the conference on hold.- Press the "Split" soft key to split the conference call into four individual calls on hold.- Press to "mute" the conference call.- Press the "End Call" soft key to drop the conference call.
You can use BLF to monitor a specific extension for status changes on the phone. The BLF key illuminates solid red when the specific externsion is in use. You can tap a BLF key to dial out the monitored phone number when the monitored extension is idle. You can also pick up calls that are received on the monitored extension.
To configure forward via 3CX Management Console:
When you complete the configuration:
You can use call park feature to park a call, and then retrieve the parked call from another phone. Htek IP phone supports park call Feature. For park call feature, the server will automatically hunt for the first available orbit in the call park orbits and parks the call there. The call park orbits should be predefined. You can park an active call by pressing the park call key(if configured) on the phone. And you also can retrieve the parked call by pressing a (retrieve) parked call key or dialing the retrieve access code.
Check the Call Park setting in 3CX phone system side
To provision Htek phone a park call key via the 3CX Management Console:
When you want to make a call to someone quickly, you can configure his number as the speed dial, then press the speed dial button to dial the extension directly.
To configure forward via 3CX Management Console:
When you complete the configuration, if you want to call susie quickly, you can make a call by pressing the speed dial key directly.
When someone make a call to the queue, the extensions in the queues will ring followed a principle if they are logged in. You also can logout the queue when you didn't want to receive any call by the queue.
If you press the "IN" button, the extension will login the queue, when someone calls the queue number, your phone will ring.
If the extension have already login the queue, Press the "OUT" button will make the extension logout from the queue. Then others can not call you by queue number.
There are 5 statuses in 3CX. They are Available?Away?Do Not Disturb (DND)?Lanuch and Bussiness Trip. The Extension can receive calls only when the extension is in Available status. You can change the status of the extension by press the "change status" button as you need.
The 3CX web client gives you easy access to all features of 3CX, including Presence, conferencing, chat and the switchboard. It also allows you to easily make calls from your IP Phone, desktop or smart phone.You can view the presence of your colleagues, divert & transfer calls with a mouse click, see your call history, voice mail and setup chat using the web client. The web client requires Google Chrome, Mozilla Firefox or Microsoft Edge.http://192.168.0.12:5000/webclient#/app/extension_editor/_blank
To enable UACSTA feature for an extension (which have registered on Phone):
To get Web client URL and password for this extension:
Access the web client use this extension:
To Change the status from the web client:
There are available, Away, Do not Disturb, Lunch, Business Trip status, and you can also set the time for a status.
Available: Your extension will be marked as a green icon, you can receive any call.
Away: Your extension will be marked as a orange icon, you cannot receive any call.
Do not Disturb: Your extension will be marked as a red icon, you cannot receive any call, you will see the DND icon on Phone interface (If you press the DND on phone, web client will also be changed to Do Not Disturb status.)
Lunch: Your extension will be marked as a light green icon, you can receive any call.
Business Trip: Your extension will be marked as a red icon, you cannot receive any call.
Time Basic Status: You can set the time for the different status.
To make a call from the web client
To end this call from web client:
To answer a call from the web client:
To decline a call from the web client:
To Divert to voice mail from the web client:
To Blind Transfer this call from the web client:
To Attend Transfer this call from the web client:
You can click the Join button to finish the attend transfer, phone will back to idle interface.
To make a conference from the web client:
This part is to serve as a basic guidance for upgrading firmware and resetting the phone.
After you upgrade this firmware by this way. If you found the red font on 3CX Management Console as the following picture prompts 3CX don't support this version.
Don't worry, it just means the 3CX still not support this version yet. 3CX may release this firmware very soon. And the version also can support all of features of 3CX.
Reset the phone to factory configurations after you have tried all troubles-
Hooting suggestions but do not solve the problem. You need to note that all customized settings will be overwritten after reset.
To reset the phone via phone user interface(LCD):
Note: Reset of your phone may take a few minutes. Do not power off until the phone has started up successful.The phone will be reset to factory settings sucessfully after startup.
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.
Why is the LCD screen blank?
Why does the phone display "Network unavailable"?
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.
Why the phone can't upgrading by 3CX Management Console successful?
Why the phone can't auto-provision vis RPS successful?