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FusionPBX Configuring Guide

FusionPBX Configuring Guide

Owned by Former user (Deleted)
Last updated: Dec 03, 2018



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,Ring Group,and Enhanced Monitor Extension over IP network.
Htek IP phones with FusionPBX phone system, phones including:
Note: The configuration process outlined in this guide applies to Htek SIP IP phones running.
Firmware version 2.0.4.4.33 or later and FusionPBX phone system running version V4.5.0 or later. The configuration process described in this guide take the Htek UC924 as an example.Htek 9 Series: UC924, UC903, UC912G.

In This Guide

Topics provided in this guide include:

Summary of Changes

  • V1.0 (2018-06-26): Provide a basic guidance for auto-provision Htek IP phones with FusionPBX phone system.

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

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 DHCP Option 66


Provisioning via Option66, which is mainly used in the situation where Htek phone and FusionPBX phone system are in same subnet.
This chapter provides the following instructions of auto-provisioning with FusionPBX phone system and show you how to edit the custom provision template on FusionPBX. Topics include:

Over View

If your voice network will not have IP connectivity to the Internet, you can use the "Option 66" feature built inside your company DHCP server to auto-provision Htek phones.
This requires the IT administrator to insert the IP address/FQDN of theFusionPBX server into the company router, under the "Option 66" parameter of the DHCP settings. This procedure is required only once,this procedure is beneficial for mass deployments.
Examples of valid URIs, showing the URL would be:
http://192.168.1.143/app/provision
https://192.168.1.143/app/provision
After the phone powers on and retrieves an IP Address from the DHCP server, 'Option 66' will send the location details of the FusionPBX server, which is recognized by the phone. 
If your phone don't turn on the button of DHCP Option 66,login in the phone's webpage,
Click on Management->Auto Provision,Allow DHCP Option :66 and To Override Server set to Yes.(Note that the factory default value of the phone Option 66 is on)

This is common in typical small office routers. If your router's DHCP server support "Option 66".Then, Provisioning via DHCP Option 66 is a good choice to provision your phones.

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 FusionPBX GUI to configure your phone.
The following part "Operating Instructions" will show you how to modify the template by an example.

Operating Instructions

1.Log in to the Web interface of the FusionPBX,Accounts->Devices then click the edit pencil icon on the right.

2.Choose Htek from the Template

3.Choose your phone's model from the drop-down list to edit the Template
1?You can register your account on a different server
2?Choose Htek from the drop-down list and add Function Keys.


4. Save the Model
5.Log in to the Web interface of the Htek IP Phone->Management->AutoProvision,
Allow DHCP Option :66 and To Override Server set to Yes.

6.Click SaveSet then click Restart
7.The LCD will display the configuration when provision successfully.

Edit custom provision template

Over View

Maybe you are not satisfied with the default configuration of auto-provision. Each Htek phone setting provisioned by FusionPBX phone system is connect with a P number of Htek template file on FusionPBX phone system. We can modify the value of the p number in template so that to change the configuration which is provisioned by FusionPBX Phone system.
The following part "Operating Instructions" will show you how to modify the template by an example.

Operating Instructions

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).
1. Login phone's webpage -> setting -> Preference -> ringtones

2. Right click the drop-down box and chose the "Check the elements" item.

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.

  1. Login FusionPBX Management Console->Advanced->Provision Editor


2. Open the template, and location the P8721 in the template by "Ctrl + F".
And modify the value to what you want.

3. If you can't find it in the template. You can add this item in the "Custom parameters" area.

  1. Click "Save" button.


Step 3 After modify the template successful, just need you re-provision the phone.

Use FusionPBX Integrated Feature

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

Basic Setting

Over View

This chapter introduces the necessary configuration of account registration.

Account Register

1. On the general page, you need to fill in some information about the extension.
Extension is your phone number, it must be filled.

Password are used to verify the registration. They must be filled.

2. After complete to fill in all of the information, click "save".
If the extension is registered successfully, you will see the status in fusionpbx Management Console.

The line state in the LCD screen is "?", not "×".

Call Forward

Over View

Call forward refers to the call forwarding, that is,if your phone can't answer or you don't want to answer the phone, you can transfer the call to other phone numbers.There are two ways to call forward:

  • A?Calling mobile subscriber side
  • B?Served mobile subscriber side

How To Config

Log in phone's webpage->Setting->Features->Do Not Disturd->DND Work Type
You can choose Local?Server

Local: Global variable, all registered accounts will execute this forward function
Server: Configure the extension number to forward on the server

How To Use

Local: Log in phone's webpage->Setting->Features->Forward

  1. If enabled always forward, the phone will forward the call to the extension which you have chosen.
  2. If enabled busy forward, the phone will forward calls to the extension which you have chosen.
  3. If enabled no answer forward within seconds, the phone will forward the call to the extension which you have chosen.

To configure forward via fusionpbx Management Console:
Server: Log in fusionpbx Management Console > Apps -> Follow Me ->Select a Extension> Call Routing. You can configure the forwarding rules for the two kind of phone status Disable, Enable. Now we take enable as an example.

  • There are four cases of forward rule for Calls.

1) If enabled call forward, fusionpbx phone system will forward the call to the extension which you have chosen.

  1. If I am busy , fusionpbx phone system will forward calls to the extension which you have chosen.

  1. If my phone is not registered, fusionpbx phone system will forward calls to the extension which you have chosen.


4) If I do not answer calls within seconds, fusionpbx phone system will forward the call to the extension which you have chosen.

Call Transfer

Over View

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.

How To Use

Blind transfer: 1. A Press the Transfer soft key during A talking to B. 2. A Enter the extension C number which you want to transfer the call to,B is in the hold state.
3. A Press the Transfer soft key to complete the transfer, then the call is connected to the number to which you are transferring and A back to idle state. Semi-attended transfer: 1.A Press the Transfer soft key during A talking to B. 2.A do one of the following: - Enter the C number you want to transfer the call to. - Press the Dir soft key, and then select the desired group and search for the contact 3.A Press send soft key or "#"button to dial out the transferring call, when the phone which is transferred ringing and then A press the transfer soft key to complete the transfer.
Attended transfer: 1. A Press the Transfer soft key during A talking to B. 2. A press transfer soft key and enter the number you want to transfer the call to. 3. A Press send soft key or "#"button to dial out the transferring call,when the phone which is transferred ringing and answer a call ,then A press the transfer soft key to complete the transfer. If you are using a handset, the transfer can be completed by hanging up the handset. You can cancel the transfer before the call is connected by pressing the Cancel soft key
Additional function of transfer
1. Login phone webpage->Settings->Features->Transfer Settings. There are some additional settings of transfer. Please refer the following picture.

  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 action of on-hook replaces pressing the action of press the transfer soft key again . And the same with Semi-Attended and Attended Transfer On Hook.

  1. 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.
For an example:
1.)A set the Line Key as BLF , the Value is target number C. And the Transfer Mode via DSSkey is Blind Transfer .

2.)When A talking with B,A press BLF key ,the call will Blind Transfer to C directly.

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

Check the DND setting in fusionpbx phone system side
Log in fusionpbx Management Console > Apps -> Follow me>Extension


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.

How to use

You can dial *77 directly, or configure a programmable key on your phone, then press the key to enable/disable the function.

On the left 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 set up a conference call with other four parties. It support up to 5 parties(including yourself) in a conference call.

How to config and use

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.
4. When the second party answers the call, press the Conference soft key again to join all parties in the conference.
5. Press "split" button, then other two parties will be in hold state. then the active call press "new call" button and enter the number of the third party and press "#"or the Send soft key.
6. When the third party answers the call, press the Conference soft key again to join all parties in the conference.
7. Press "split" button, then other third parties will be in hold state. then the active call press "new call" button and enter the number of the fourth party and press "#"or the Send soft key.
8. When the fourth party answers the call, press the Conference soft key again to join all parties in the conference.
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.

Conference ?server ?

Over View

Conferences is used to setup conference rooms with a name, description, and optional pin number.

How to Config

1. Log in to the Web interface of the FusionPBX ,Apps->conferences and click the plus.
 
2.Enable Conference
by default Conferences are hidden from the menu.

  • To add Conferences to the menu goto Advanced > Menu Manager and click the pencil edit icon on the right
  • Then click the pencil edit icon on the right of Conferences

  • Select from the Groups dropdown list superadmin and click add then save

How To Use

  1. A dial conference extension ,then enter Pin number,A is in hold status.

2.B dial conference extension ,then enter Pin number,A talk to B.
3.C dial conference extension ,then enter Pin number,A B C talk to each other.

BLF

Over View

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 press the 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.

How To Config

To configure forward via FusionPBX Management Console:

  1. Log in FusionPBX Management Console->Accounts->Devices,choose the provision phone and click the plus edit icon on the right.

  1. Then choose BLF function and one extension which you want to monitor

  1. Click save button and restart the phone.


Configure via phone WEB GUI
1. Log in Htek phone WEB GUI ? Function Keys ? Line Key.

2.Choose BLF from the drop-down list, then fill in the extension in the entry Value.
3. Click on SaveSet.

How To Use

When you complete the configuration:
1. The BLF key's light will solid green and icon will solid blue when monitored number is in idle status.
2. The BLF key's light will flashing red and icon will flashing yellow when monitored number has a incoming call.
3. The BLF key's light will flashing red and icon will solid yellow when monitored number are talking.

Call Park

Over View

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.

How to Config

To provision Htek phone a park call key via the FusionPBX Management
1.FusionPBX Management Console > Account>Devices

2. Dial codes
Code of Park a call: when you dial the code during a call, you will park the call to the call park orbits.

How To Use

1. Suppose Phone A and B were provisioned a Call park key with the same Call park code.
2. Phone A make a call with phone C.A press Call park key. The call will be parked and you will heard call park tone from A. And the Call park key of phone A and B will turn red.(not turn red)
3. B press the call park key, the parked call will be picked up. Now B have a call with C. And the Call park key of phone A and B will turn green.

Call Flow

Over View

Direct calls between two destinations by calling a feature code.

How to Config

To configure Call Flow via FusionPBX Management Console:

  • Name: Define the name of the call flow
  • Extension: Define what extension to use. (This will make an extension not allready created)
  • Feature Code: Define what * number to use
  • Context: Domain context (typically leave as is)
  • Status: Define what currently is in use.
  • Pin Number: Define a pin number in order to execute either mode.
  • Destination: Define where the call will go in the intial mode.
  • Sound: Define the sound that will play once mode is engaged.
  • Destination: Define what the destination will be.
  • Alternative Label: Label that will show when alternative mode is in use.
  • Alternative Sound: Define the sound that will play once alternative mode is engaged.
  • Alternative Destination: Define where the call will go in the alternative mode.
  • Description: Label what this call flow does.


Configure via phone WEB GUI
1.Log in to the Web interface of the Htek IP Phone,Function Keys ->Line Key and click save(Speed dial fill call flows extension ,Speed dial fill Feature Code)

2.Choose Speed Dial from the drop-down list, then fill the extension and Feature Code in the entry Value.
3. Click on SaveSet.

How To Use

1.First A press speed dial *30 and then enter password and you choose the day mode or night mode
2.A press speed dial 30,day mode destination will ring or night mode destination will ring

Recordings

Over View

Recording is the process of recording sound signals on media.
To view and set the pin number goto Dialplan > Dialplan Manager > Click on Recordings > pin_number=8675309 at the bottom.

How to use

1.Dial'*'732 and wait for the voice prompt
2.Enter the password (pin_number) followed by the pound sign# Enter at least a 3 digit number. This will label the recording file. (recording100.wav)
3.Start talking to make the recording after the voice prompt and press the pound key #
4.Log in to the Web interface of the FusionPBX ,Apps->Recordings and click play.
Then you can listen to the sound.

(Custom) Speed dial

Over View

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.

How to Config

To configure forward via FusionPBX Management Console:

  1. Log in FusionPBX Management Console->Accouds->Devices->keys->speed dial

  1. Then Choose speed dial function and fill one extension.

  1. Click save button and restart the phone.

4. The speed dial key will be display on phone's interface.

Configure via phone WEB GUI
1. Log in Htek phone WEB GUI ? Function Keys ? Line Key.

2. Choose Speed Dial from the drop-down list, then fill in the Call Park extension's number in the entry Value.
3. Click on SaveSet.

How to Use

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

Ring Groups

Over View

When creating a Ring Group, phone dials the ring group's number,all the number of the Ring Group will be ringing,when a number of ring group answer the call,other phones will stop ringing and go back to idle status.

How to Config

To configure Ring Groups via FusionPBX Management Console:
To add a ring group click the plus.

  • Name Simply the meaningful name of the Ring group (shows after the Extension in menu selections).
  • Extension The Dial-able extension for this group standard config states as a 2-7 number extension.
  • Strategy The selectable way in which the destinations are being used.

Simultaneous Rings all defined Destinations.
Sequence Where order that is lower goes first.
Enterprise Works with follow me.
Rollover calls destinations in sequence and skips busy destinations.
Random A random destination will ring.

  • Destinations The extensions that this ring group applies to.
  • Prompt Where you determine if the call must have a dial to confirm before a pickup event.
  • CID Name Prefix The string that is added to the caller ID when it displays on the ringing extension.
  • CID Number Prefix The Number that is added to the caller ID when it displays on the ringing extension.
  • Ring Back What the caller hears when they are waiting for the Destinations to answer.
  • Context The grouping that this ring group will search as specified in the configuration of your Extensions (if this excludes an extension it will not ring)

How to use

1.Log in to the Web interface for the phone(A)->Function keys

2.A press speed dial (900)
3.Members of the group all ring
4.One of the parties answered ,others are hang up

Resetting the phone

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):
1.Press Menu >Settings ->Advanced ->Settings ->Advanced Setting>Phone Setting ->Factory Reset
2.Press the Enter softkey or OK key.

3.Press OK softkey.
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.

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.
Why is the LCD screen blank?

  1. Ensure that the phone is properly plugged into a functional AC outlet.
  2. Ensure that the phone is plugged into a socket controlled by a switch that is on.
  3. If the phone is plugged into a power strip, try to plug it directly into a wall out let instead.
  4. If the phone is powered from POE, ensure that you use a POE-compliant switch or hub.

Why does the phone display "Network unavailable"?

  1. Ensure that the Ethernet cable is plugged into the Internet port on the phone and the Ethernet cable is not loose.
  2. Ensure that the switch or hub in your network is operational.

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 FusionPBX Management Console successful?
1, Please check that whether the version of the phone is the latest version on the FusionPBX, Locate the folder where holds the Htek firmware on 3CX phone system. And check whether there is firmware files in the folder.
Why the phone can't auto-provision successful?
1, Make sure that the phone is connect to internet successful.
2,Make sure that the model of your phone is supported by FusionPBX.
3, Make sure that to set one of these values go to Advanced > Default Settings and find the Provision category from there used the edit button to set a value. After this is done it is safe to set enabled equal to true.

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