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Xorcom Configuring Guide

Xorcom Configuring Guide

Jan 30, 2019



Htek IP Phones Integrated with Xorcom PBX Configuring GuideV1.0

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 Forward, Transfer,Network conference,and Enhanced Monitor Extension over IP network.
The purpose of this guide is to serve as a basic guidance for auto-provision
With the Xorcom PBX.

 

  • Xorcom PBX Version 5.0.55 is the minimum system version needed for HTEK provisioning.

  • Htek Provisionable Devices on Xorcom PBX including:

 

UC8XX:UC802,UC802P,UC803,UC803P,UC804,UC804T,UC806,UC806P,
UC840,UC840P,UC842,UC842P,UC860,UC860P
UC9XX:UC926E, UC924, UC923, UC912G, UC903, UC902.

 

  • Htek firmwares no older than 2.0.4.6.11 are recommended.

  • For support, please send requests to the Htek Ticket System (http://www.htek.com/TicketingSystem/), or send email to support@htek.com, or contact Htek FAE team on Skype (skype ID: hanlong.fae).

 

 

 

In This Guide

 

Topics provided in this guide include:

 

 

Summary of Changes

 

  • V1.0 (2018-12-14): Provide a basic guidance for auto-provision Htek IP phones with Xorcom 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 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.

 

Phone Status

 

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

 

  • Press "OK" button twice.

  • Press the following button one by one: "Menu" → "Status" → "information".

 

Available information of phone status includes:

 

  • Network status (e.g., IPv4 status, IP mode, MAC address).

  • Phone status (e.g., product name, firmware version, MAC address and

  • device certificate status).

  • Language infomation.

 

 

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

 

Auto-Provisioning your phone

 

The way of provision with Xorcom PBX is Provisioning via Plug and play (Local LAN), which is mainly used in the situation where Htek Target phonend Xorcom PBX are in same subnet. This chapter provides the following instructions of auto-provisioning with Xorcom PBX and show you how to edit the custom provision template on Xorcom PBX. Topics include:

Auto Provision via RPS

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 .

 

Provisioning via Plug and play

 

Over View

 

If the Xorcom PBX runs on the default sip port 5060 and that the IP phones resides on the same local LAN subnet as Xorcom PBX. Then, Provisioning via Plug and play is a good choice to provision your phones.

1.After saving the configuration for a phone on Xorcom PBX,Phone will send the Broadcast packet when Phone power on and connecting the network ,PBX Server will return 200 ok message.


2.Then PBX Server will send the Notify message with URL to phone,The phone receives it and replies 200 OK.
The configuration file URL is http://192.168.0.120/xepm-provision/mac.cfg

 

Operating Instructions

 

How to Add a phone

 

1.Login the Xorcom PBX
2.Click "SETTINGS"→"Endpoint Manager" →"Device Mapping":

 

  • If you Target phone is powered on,You can Click the "Scan Subnet for Device" after enter the IP address to scan this target phone.

 

 

  • If your target phone is powered off, you can Click the "Add a Device" to add the target phone manually.

 


3.Select the Brand, Model ,Template(You can refer to the Management configuration template) and Devices for the Target Phone:

4.Click the "Save" button to save the setting.
5.When you finish the configuration on the Xorcom PBX,then you can unplug the power and the phone will restart(Preconditions:IP Phone's PNP is open(Default is Open) , then Htek IP Phone will get the configuration file successfully from Xorcom PBX.
6.You will find the target phone show the "Assigned Devices " area on Xorcom PBX:

 

How to Edit the Phone

 

Edit the other Configure (Device button,expansion modules,advanced settings)
1.Login the Complete PBX
2.Click "SETTINGS"→"Endpoint Manager" →"Device Mapping":
3.Select the Target phone.
4.Click the "Edit" icon.


For example: Device Buttons:

 

How to Re-provision the Phone

 

You need to reprovision the target phone on complete PBX
1.Login the Complete PBX
2.Click "SETTINGS"→"Endpoint Manager" →"Device Mapping":
3.Select the Target Target phonefter editing.


4.Click the "Reboot Selected Devices" Button.

5.Target phone will reboot and get the new configuration file:





2.You can search a target Target phoneccording to the mac,Brand,model or extension and edit or manage the phone's configure.

 

Management configuration template

 

Add a new configuration template

 

1.Login the Complete PBX
2.Click "SETTINGS"→"Endpoint Manager" →"Template":
3.Set the general settings, Devices buttons, expansion modules and advanced settings :


4.Click the "Save" button to save the settings.
5.You can also edit the edit an existing template by click this icon and search the existing template name:

 

Auto provisioning the Remote PhoneBook for IP Phone

 

Over View

 

Xorcom PBX support the Remote phonebook for IP Phone.Xorcom PBX can Import multiple phonebooks, IP Phone can support get five phonebooks.

 

How to Import multiple Remote phonebook :

 

1.Login the Complete PBX
2.Click "SETTINGS"→"Tools" →"Phonebook":
3.Enter the name
4.Select the CSV file:
Note:
You can get the phonebook template from "SETTINGS"→"Tools" →"Phonebook"→Select a phonebook:



5.Click the "Save" button to import the phonebook.csv
6.You will see test phonebook.

 

How to get the Remote phonebook's URL :

 

1.Login the Complete PBX
2.Click "SETTINGS"→"Tools" →"Phonebook":
3. Click the icon in the upper right corner:


4.You will see the phonebooks:

5.Click the Extensions Automatic:

6.Select the Brands, for example:xorcom, The URL is http://192.168.0.132/phonebooks/7a8cf4b158a269d5dd840921d6de0eca/phonebook.xml

 

How to configure the phonebook URL to Template.

 

1.Select the target template from "SETTINGS"→"Endpoint Manager" →"Template":
2.Click the Advanced setting, select the Setting Groups→RemotePhoneBook;
3.Copy the phonebook link to the "P4401/para/RemotePhoneBook1.Url", Enter the name in "P3312/para/RemotePhoneBook2.Name".


4.Re-provision the target phone, phone will get the Phonebook.

 

How To Use

 

1.Press the Directory softkey on the UC926E IP Phone's LCD interface:


2.Press the Right navigation key to switch to Remote Contacts interface,then Press the Update softkey, UC926 IP Phone will loading the remote phonebook from Xorcom PBX.

3.Then Press the Enter softkey, you can see the RemotePB's contacts.

 

Use Xorcom PBX Feature

 

This chapter provides the detail instructions and configurations for the following Xorcom PBX features:

 

 

Time&Date

 

How To Config

 

To configure the TimeZone via Xorcom PBX.
1.Login the Complete PBX
2.Click "SETTINGS"→"Endpoint Manager" →"Device Mapping"
3.Select the target phone on the Assigned Devices area
4.Click the "edit"button to open the setting interface:
5.Configure the Time zone on GENERAL SETTINGS tab:


6.Re-provision the target phone, phone will get the +8 BeiJing time.

 

How to use

 


1.Please enter the Menu→Settings→Basic→Time&Date→SNTP Settings on Htek IP Phone LCD interface, you will check the Time zone.

 

Hot Desking

 

Over view

 

The Hot Desking dialog creates accounts for devices without the need of having an extension number. A Hot Desking device is associated with an extension that previously had to be created in the extensions dialog with technology option "None", i.e.without being associated with any device. A Hot Desking device can be associated with an extension by dialing the hot desking feature code(*80), the extension number,and the extension password. To remove the association, you only need to key in the hot desking feature code (*80).

 

How to config

 

1.Login the Complete PBX
2.Create a extension from "PBX"→"Extension"→"Extension":


3.Select the "NONE" in the technology option.
4.Click the "Save" button.
4.This extension will be shown in "PBX"→"Extension"→"Hot Desking":

 

How To Use

 

1.Re-provision the target phone, phone will get the new configuration.
2.Target phone dial *80 or press the speed dial key(value is *80),Server will prompt you to enter your extension number and password.if your extension number and password are correct, server will prompt "Device successfully logged in." then your target phone can dial and receive any call.
3.Target phone dial *80 again, server will prompt you to enter your extension number, then server will prompt "the device will be successfully removed". Then the target phone will not be able to dial and receive any call.

 

Do Not Disturb

 

Over view

 

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.

 

How to config

 

To configure the DND parameter via Xorcom PBX.
1.Login the Complete PBX
2.Obtain the DND feature code *66 from "PBX" "Application"→ "Feature codes"→ "Do not Disturb"(Note: Do not Disturb:Enable )


2.Click "SETTINGS"→"Endpoint Manager" →"Device Mapping"
3.Select the target phone on the Assigned Devices area
4.Click the "edit"button to open the setting interface:
5.Search the DND the from setting groups on ADVANCED SETTINGS tab:

6.Click the "Update" button.
7.Re-provision the target phone, phone will get the new configuration.

 

How to Use

 

1.Check the DND parameter on target phone's web interface:


DND work type: Local,Server and Mixed
Local:if you choose local type, the phone will not receive calls when you turn on DND,you can see the DND icon on Phone's LCD idle interface.
Server:

 

  • If you choose Server type and then server will assign related code to phone, The phone will send an invite packet with DND code to the server when we press DND key and the server will return 200 ok,then the phone will not receive calls.DND icon will shown on LCD idle interface.

  • If you open DND on PBX, PBX will send the notify message with DND=true，Phone will return the 200 ok message and DND icon will shown on LCD idle interface.But complete PBX has not support this ways.

 

Mixed: If you choose Mixed, it will use server mode preferentially.
2.Press the DND softkey on phone's LCD idle interface, DND icon will shown at the top of the LCD Interface(Phone send invite message to server and server will enable DND):


3.Press the DND softkey again on phone's LCD idle interface, DND icon and DND text will disappear(Phone send invite message to server and server will disable DND).
Note:
The DND operation on the phone will be synchronized to the Xorcom PBX.

 

Call forwarding

 

Over view

 

Xorcom PBX support different call forwarding rules(Immediately/busy/unanswered). Make sure that you won't miss all of your calls.

 

Call Forward Immediately

 

Always forward all incoming call to other extension.

 

How to Config

 

How to set Call Forward Immediately

 

1.Login the Complete PBX
2.Obtain the Call Forward Immediately feature code *58 from "PBX" "Application"→ "Feature codes"→ "Call Forward Immediately"


2.Click "SETTINGS"→"Endpoint Manager" →"Device Mapping"
3.Select the target phone on the Assigned Devices area
4.Click the "edit"button to open the setting interface:
5.Set a button on DEVICE BUTTONS tab:


6.Click the "Update" button.
7.Re-provision the target phone, phone will get the new configuration.

 

How to Use

 

1.Press the 21 line key(Call Forward Immediately) on target phone
2.Phone will send out *58, enter the target number according to the voice prompts.
3.The Call Forward Immediately is activated. The target phone's all incoming call will forward to the target number.
4.Phone press the 21 line key(Call Forward Immediately) again.Server will play "Call Forward Immediately is deactiveted", the target phone will received all incoming call.

 

Call Forward Busy

 

If you want to forward an incoming call to other extension when no answer or reject or on active, this incoming call can be forward to other extension, you need to use this feature.
Note: Make sure the call waiting is closed if you want to forward an incoming call to other extension when you have a active call.

 

How to Config

 

1.Login the Complete PBX
2.Obtain the Call Forward Busy feature code *62 from "PBX" "Application"→ "Feature codes"→ "Call Forward Busy (Toggle)"


2.Click "SETTINGS"→"Endpoint Manager" →"Device Mapping"
3.Select the target phone on the Assigned Devices area
4.Click the "edit"button to open the setting interface:
5.Set a button on DEVICE BUTTONS tab:


6.Click the "Update" button.
7.Re-provision the target phone, phone will get the new configuration.

 

How to Use

 

1.Press the 22 line key(Call Forward Busy (Toggle)) on target phone
2.Phone will send out *62, enter the target number according to the voice prompts.
3.The Call Forward busy is activated. The target phone's incoming call will forward to the target number when target phone is busy.
4.Phone press the 22 line key(Call Forward Busy (Toggle)) again.Server will play "Call Forward Busy is deactiveted", the target phone will not forward to the target number when target phone is busy.

 

Call Forward on No Answer

 


If the target phone has no answer an incoming call ,this incoming call can be forward to other extension, you need to use this feature.

 

How to Config

 

1.Login the Complete PBX
2.Obtain the Call Forward on No Answer feature code *64 from "PBX" "Application"→ "Feature codes"→ "Call Forward on No Answer (Toggle)"


2.Click "SETTINGS"→"Endpoint Manager" →"Device Mapping"
3.Select the target phone on the Assigned Devices area
4.Click the "edit"button to open the setting interface:
5.Set a button on DEVICE BUTTONS tab:


6.Click the "Update" button.
7.Re-provision the target phone, phone will get the new configuration.

 

How to Use

 

1.Press the 23 line key(Call Forward on No Answer (Toggle)) on target phone
2.Phone will send out *64, enter the target number according to the voice prompts.
3.The Call Forward busy is activated. The target phone's incoming call will forward to the target number when target phone has no answer.
4.Phone press the 23 line key(Call Forward on No Answer (Toggle)) again.Server will play "Call Forward On No Answer is deactiveted", the target phone will not forward to the target number when target phone has no answer.

 

Call Completion

 

Call completion allows a caller to let the system automatically alert him when a called party becomes available, after a previous call to that party failed for some reason. You can use the On/Off switch (together with a time group) to determine whether to receive such notifications.

 

How to Config

 

1.Login the Complete PBX
2.Obtain the Call completion feature code *40 from "PBX" "Application"→ "Feature codes"→ "Call completion"


2.Click "SETTINGS"→"Endpoint Manager" →"Device Mapping"
3.Select the target phone on the Assigned Devices area
4.Click the "edit"button to open the setting interface:
5.Set a button on DEVICE BUTTONS tab:


6.Click the "Update" button.
7.Re-provision the target phone, phone will get the new configuration.

 

How to Use

 

1.Press the 19 line key(Call completion) on target phone
2.Target Phone will send out *40, Server will play the "Call completion is activated".
3."Other phone" call the Target phone when Target phone has a active call,Server will play "Extension is currently busy, for call complete, Please dial 5 ".
4. "Other phone" press the 5 according the voice prompts,Server will play "Activated".
5.Target phone end the call, Server will send invite to "Other phone"
6."Other phone" answer this call, Server will send invite to Target phone, Target Target phonenswer this call ,then "Other phone" will talk with Target phone
Note :

 

  • Target phone must close the call waiting(web interface→Setting→Feature→Call waiting)

  • Target phone's extension must close the voice mail on complete PBX (PBX→Extension→Extension→VOICE MAIL)

 


 

Conference

 

Over view

 

There are two methods to set up conference: Network conference and Local conference.
Network conference: this conference can join in many members.
Local conference: It support up to 5 parties (including yourself) in a conference call,You can set up a conference call with other four parties.

 

How to config

 

To Add a conference:
The following procedure describes how to add conferences. When adding a conference, we recommend you require a leader to start the conference; otherwise, anyone with your participant code can use your bridge.
1.Click "PBX" button→Click "Applications"→Click "Conference"


2.Enter the conference information:
Code:number to Call to reach this service.
This is a number that internal endpoints can Call to reach the conference. Like ring groups,this can be thought of as the extension number of the Conference.
Descriptions: a free-text description for identify the conference Max Members:this option limits the number of participants for a single conference to a specific number. After the limit is reached,the conference will be locked until someone leaves. Note however that an Admin user will always be allowed to join the conference regardless if this limit is reached or not.: User PIN:a numeric pass code that is used to enter the conference. If a PIN is entered in this field,no one can join the conference room without entering the PIN. Leader PIN:functions in a similar manner to the User PIN. The Admin PIN is used in conjunction with the Wait Admin option explained later in this chapter,in order to identify the administrator or leader of the conference.The Admin PIN and User PIN should not be set to the same value,otherwise the system will not be able to determine whether the participant should be treated as an Admin or as an ordinary participant. Record:when set to Yes,records the conference call starting when the first user enters the room,and ending when the last user exits the room. Join Announcement:defines a message that can be played to participants when they join the conference. Music on Hold:the Music on Hold class to use for the conference. Announce User Count:used for announcing the participant count to all members of the conference. If set to any value,then the announcement is only played when the number of participants is greater than the set number. Available options are: