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 PortaOne platform including:
Htek 9 Series: UC902P, UC903, UC912P, UC923, UC924, UC926.
Note: The configuration process outlined in this guide applies to Htek SIP IP phones running Firmware version 2.0.4.4.53 or later. The configuration process described in this guide take the Htek UC924 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:
When the phone is powered on, it will start the boot process, including initializing the phone and checking the firmware version. Please refer to the three phases of the LCD display:
With the factory setting unchanged, the phone will attempt to contact the DHCP server in the network for valid IPv4 configurations during initialization(e.g., IP address, subnet mask, default gateway address and DNS address).
After the phone turned on, you can check the status on phone's user interface (LCD) via the following ways:
Available information of phone status includes:
Press Up or Down arrow key to scroll through the list.
The Auto provision feature can configure your phone conveniently.
The following chapter will provide :
Auto provision feature simplifies the configuration procedure of the supported IP phones.
a. In the Networking section of the PortaBilling main page, choose CPE Profiles.
b. On the CPE Profiles page, click the Add icon.
c. Fill in the CPE profile information fields.
d. click Save, then you will be redirected to the Edit CPE Profile.
e. Edit CPE Profile. This page is like the web page of Htek IP Phone. You can set the default configuration file. And it will be storaged in PortaBilling web server.
a. In the Networking section of the PortaBilling main page, choose CPE Inventory.
b. On the CPE Inventory page, click the Add icon.
c. Fill the Add CPE information fields.
d. Click Save & Close.
a. Search the account.
b. Click the Account Info tab.
c. Click the hyperlink CPE and choose the CPE Inventory.
NOTE: The Select CPE dialog box shows a list of phones that have not been used before in other accounts, or phones with available (unused) ports.
After the automated script creates a new configuration file, it will place it on the provisioning server. The file generation process runs every hour (or every time you update a specific IP device profile).
All device configuration files are stored in /porta_var /<Server_IP> /tftp on the PortaBilling web server, in subdirectories with a name identical to the environment ID (i_env): 1, 2, 3, and so on.
If you don't know about it, please contact your provider or administrator.
Provision the IP Phone via RPS is a convenience way.
When the IP Phone start up , default it will send 'Get' message to the RPS server, if the phone's MAC address is assigned on the RPS Server previously, the RPS server will send the preset URL of the configure server to IP Phone.
The work process of RPS show below. And more information about how to use RPS, please refer to these documents fm.htek.com/rs/rps.zip .
If you need to deploy a large number of IP phones at once, we also provide an implementable method: DHCP Option 66.
When an IP phone is connected to the network, the DHCP server will assign an IP address to it. In the packet sent from the DHCP server to the IP phone, we assign option 66 to the packge, which is a URL to a specific provisioning server, so it can direct the IP phone to get configuration from the server pointed to by the URL.
Take Dual DHCP Server for an example.
https://sourceforge.net/projects/dhcp-dns-server/files/latest/download
1. Create CPE Profile and CPE Inventory as guided above.
2. Add 66="URL" in DHCP config file DualServer.ini GLOBAL_OPTIONS field, e.g. 66="http://demo.portaone.com/3".
3. After that, power on the IP phone and the phone will automatically get the configuration from the specific server.
This content show the lasted way to configure the IP Phone if the Auto-Provision can't work anyway.
1. Login the IP Phone's web page by enter the phone's IP address in the browser's Address field. ( the default username and password are admin )
2. Click Management ? Auto Provision, then fill the configure path in the Config Server Path field.
3. Click SaveSet, then click Autoprovision Now or Restart.
Now you just need wait for a while, the IP Phone will automatically get the configuration from the configure server.
This chapter provides the detail instructions and configurations for the following PortaOne integrated features:
Unlike some other PBXs, PortaSIP will intercept the REFER message and process it entirely on the PortaSwitch side to make sure the call is authorized. If the call is unauthorized, PortaSwitch will return the call to the original parties.
You can transfer a call to another extension by two ways:
Blind Transfer: Transfer a call directly to another party without consulting.
Attended Transfer: Transfer a call with prior consultation.
Login phone webpage->Settings->Features->Transfer Settings. There are some additional settings of transfer. Please refer the following picture.
If you have already enter the targer number , the transfer will be completed in the form of Blind Transfer even if you hang up directly.
This means that the action of on-hook replaces pressing the action of press the transfer softkey again . And the same with Attended Transfer On Hook.
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 C. And set Transfer Mode via DSSkey as Blind Transfer .
When you are talking with B, press the BLF key (listening to C) , the call will Blind Transfer to C directly.
Call Forwarding feature should be preset on PortaBilling. you can select a specific mode from the Forward Mode menu on the Call Features tab.
1. In Account Info page? Service Configuration? Incoming Calls?Call Forwarding.
Simple Forwarding is unconditional forwarding to a single phone number, pre-defined by the user.
Follow-me allows you to specify multiple destinations for call forwarding, each of which is active in its own time period. You can also specify that multiple numbers be tried one after another, or that they all ring at the same time, or that they are tried, percentagewise, depending on the total number of incoming calls.
Forward to SIP URI allows you to specify not only a destination phone number but also an IP address for calls to be forwarded to. This is useful when calls have to be routed directly to an external SIP proxy.
Advanced Forwarding adds a few extra options to those available in Follow-me mode, and also allows you to route calls to SIP URI. It thus represents a super-set of all call forwarding capabilities.
2. After Call Forwarding is enabled, the Forward tab appears.
You can configure the forward target on here.
And after that, the incoming call will be forwarded by your forward rules.
You can create a conference with other extensions. And the maximum number of participants is 5.
To creat a conference
Sometimes incoming calls need to be treated differently: calls from your
boss or secretary should reach you on your cell phone even during the
weekend, while other calls can just go to voicemail. Calls in the evening
hours should go straight to your cell phone (there is no point in ringing
your IP phone while you are not in the office), while calls from your exgirlfriend should always go to voicemail.
In Account Info page? Service Configuration? Incoming Calls? Call Screening.
After Call Screening is enabled, the Call Screening tab appears.
Click on Add to add a screening rule.
A rule may contain only some of these limitations (e.g. time), in which case the others will contain a wildcard (e.g. calls from any phone number, or made to any of your DID numbers).
Each rule provides instructions about exactly how a call should be processed. It contains a sequence of one or more of the following actions:
Reject – Simply drop the call without answering it.
Ring – Ring on the current IP phone.
Forward – Redirect to the numbers defined in the call forward / follow-me settings.
Voicemail – Connect the call to this phone's voice mailbox.
When assigning an action to a rule, you will be offered a list containing all
the possible combinations based on the currently available features for
this account. For instance, the Forward option will be present only if the
call forwarding service is currently enabled for the account.
This featurn allows you to make a call to the last party or number that called you, regardless of whether you answered the original call or knows the caller's identity.
The Call Park feature 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 location number.
1. Enable Call park feature on PortaBilling Customers page
If you'd like, you can configure a Line Key to do the same thing.
Users of voice calls services on PortaSwitch® can record conversations to
be played back later.
1. Record Automatically
Service Configuration -> Voice Calls -> Call Recording -> Feature Status.
Server will automatically record the calls according to the preset rules.
2. Record on Demand
This method has no configuration requirements on the server but need a Line Key preset as Record. After that you can record the calls you need by pressing the Record Key.
On the WEB GUI -> Function Keys -> Line Key -> configure a key as Record.
You can use BLF (Busy Lamp Field) to monitor the status change of a specific extension. By pressing the corresponding BLF key when the extension is free, you can also make a call to the extension which is being monitored.
1. configure via phone WEB GUI
1.1 Log in Htek phone WEB GUI ? Function Keys ? Line Key.
1.2 Choose BLF from the drop-down list, then fill in the extension in the entry Value.
1.3 Click on SaveSet.
2. configure via PortaBilling WEB GUI
The Media Server's auto attendant is composed of a set of menus. When a caller dials the system, auto attendant will answer(connect) the call and proceed to the ROOT menu. And then the user's input will be matched with the corresponding menu items, and the action associated with this item will be performed.
1. Log in Customer Self-care Interface
On this page, you can set the time to activate the Attendant. Also, you can select how calls will be processed when the ROOT menu is inactive.
2. Assign Actions to Events
On Actions tag, click on Add.
User Input:
Action:
When the Auto Attendant is active, the calls to you will be answered by Attendant. More details please refer to Configuring the Auto Attendant Functionality.
Combine this feature with Auto Attendant allows you provide a "call center" functionality.
On Custom Self-care Interface, add a new Call Queue.
The call arrive to this queue will be transferred to the corresponding huntgroup. And then, you need to configure the Auto Attendant so that it can send calls that arrive to the extension to the call queue.
More details please refer to Call Queues.
For large companies with many employees it may be necessary to control who can pick up certain calls in order to maintain company protocol and authority.
End users configure call pickup within huntgroups on their self-care interfaces. The end user defines a group pickup prefix, enables the Call Pickup Allowed option for the required huntgroups, and assigns a primary group for each extension.
Assigning a primary group allows extension owners to pick up calls within that group by merely dialing the group pickup prefix. Note that an extension can only be assigned one primary group
1. Directed Call Pickup
2. Semi-directed Call Pickup
3. Non-directed Call Pickup
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.
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.
1. Make sure you enter the correct URL especially the environment ID (i_env).
2. If all the information is correct, you can wait for a few minutes because the server needs some time to generate the configuration file.