Htek IP Phones Integrated with NetSapiens Platform Configuring Guide V1.0

 

 

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, share line and Enhanced Monitor Extension over IP network.
The purpose of this guide is to serve as a basic guidance for auto-provision with the NetSapiens Platform.

• NetSapiens SNAPsolution v39 is the minimum system version needed for HTEK provisioning.

• Htek Provisionable Devices on NetSapiens platform including:
  UCV53, UCV52, UCV20, UCV20, UCV10, UC926U, UC926E, UC926, UC924W, UC924E, UC924, UC923U, UC923, UC921E, UC912, UC903, UC902, UC46 sidecar.

• HTEK firmwares no older than 2.0.4.4.46 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).

 

Topics provided in this guide include:

 

• Chapter 1 _Getting Started

• Chapter 2 _Auto-Provisioning your phone

• Chapter 3 _Use Netsapiens platform Feature

• Chapter 4 _Resetting the phone

• Chapter 5 _Troubleshooting

 

• V1.0 (2018-06-19): Provide a basic guidance for auto-provision Htek IP phones with NetSapiens platform.

 

 

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

• _Phone_Status

 

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:

• 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 information.

 

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

 

Provision the IP Phone via RPS is a convenience way.

In this way, you need create a server on RPS that mapping to the provisioning URL of Netsapiens (like http://alphandp.NetSapiens.com/cfg/).

And then you need bind the MAC address of the phone with your server on RPS first. (If you don't have a RPS account, please contact your sales or your provider)

The last thing is add the phone to Netsapiens. You could add it one by one, but you also could add the phones by Import feature.

 

After that, 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 .

 

The most important way of Auto provision is DHCP option 66, which is mainly used in the situation where Htek IP Phone and NetSapiens platform can communicate with each other.

An example of the NetSapiens platform's auto provision URL is http://alphandp.NetSapiens.com/cfg/, put this URL into you DHCP Sever's option 66.

Please refer to the following picture:

 

1.Add a User on NetSapiens platform.

2.Click the “Edit” button, choose the “Phones” option:

3.Add a phone and bind the UC926’s MAC address:

4.Select the Model, preferred Server and line number:

5.Click the “Add” Button to apply the change.

6.When you finish the configuration on the NetSapiens platform,then you can unplug the power and the phone will restart(Preconditions:IP Phone’s option 66 is open(Default is Open) and auto provision URL is configured on DHCP Option 66, then Htek IP Phone will get the configuration file successfully from NetSapiens platform.

7.You will see the item on NetSapiens platform:

Green icon means that this extension register successful;

Red icon means that this extension register fail.

 

1.From the Phone Hardware tab,Click a MAC address or Hover over a phone, and then click the  icon at the far right of the Phone Numbers tab. For example:

The Phone Hardware tab also allows you to filter, export information about the phone hardware in NetSapiens platform.

1.Click the “Inventory” button→ choose the “Phone Hardware” option:

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

3.You can export these phone hardware.

4.You can also batch import the phone if you don’t want to add phone one by one.

For example :The csv file content:

5.Import the csv file:

6.Edit and import the csv file:

7.Check if these phones added successfully:

1.Click “Inventory”→“Phone Hardware→Select Management configuration template from the “SNAPBuilder” drop-down arrow:

2.Enter the Template name , description and select the Model on Add a new configuration template area, then click the “Add” button to add the new configuration template.

3.Edit the template for this new configuration template:

• You can click on phone’s button you would like to configure, you can drag and drop configurations to re-order their assignments

• You can also add a sidecar or expansion module to extend your phone’s functionally for the new configuration.

• You need to select the sidecar model to Htek UC46 when adding a sidecar, as following:

4.click on sidecar’s button you would like to configure, you can drag and drop configurations to re-order their assignments, as following:

5.You can also one-click configuration the BLF by clicking the Cascade Directory(Dynamic):

 

Note:

Local Contacts on the Netsapiens platform will be traversed to the BLF key.

Shared Contacts on the Netsapiens platform will be traversed to the Speed dial key.

 

1.Click Inventory → Phone Hardware →Select a or more phones which you have added→ click “Apply a configuration template to selected Devices” from the “SNAPBuilder” drop-down arrow :

2.Select the configuration template for the selected phones.

3.Click the “Apply” to finish the apply and Resync:

4.You will see the status on NetSapiens platform, as following:

5.Restart the phone, phone will get the new configuration from the NetSapiens platform.

 

NetSapiens platform support the Remote phonebook for Htek IP Phone.

Remote phonebook’s URL is this:

http://alphandp.NetSapiens.com/cfg/$mac-directory.cfg

1.Click “Inventory”→ “Phone Hardware”→ Select a or more phones which you have added→ click the “Edit” button or “Bulk Edit” button:

2.Enable Directory for the selected phones:

Note:

You can also set the Phone’s transport Method: UDP and TCP on this interface.

3.Click the “Save” button to save the change.

1.Restart the UC926 IP Phone which is provisioned.

2.UC926 IP Phone will get the new configuration file contain the remote phonebook URL

3.Press the Directory softkey on the UC926 IP Phone’s LCD interface:

 

4.Press the Update softkey, UC926 IP Phone will get the remote phonebook from NetSapiens platform, then you can see the company contacts.

 

 

 

This chapter provides the detail instructions and configurations for the following NetSapiens platform features:

• Time&Date

• Contacts

• Answer Rule and Time Frames

• Auto Attendants

• Call Queue

• Conference

• Voice Mail

• Call Transfer

• Call park

• Direct Call Pickup

• Do Not Disturb

• BLF

• Share line

• Intercom

• Music On Hold

• Hot desking

To configure the TimeZone ,Date format and Time format via NetSapiens platform.

1.Click the “Users” button→Select a user→Click the “Edit” button, choose the “Profile” option

2.Click “Save” button to save the change.

3.Htek IP Phone will get the new configuration file from NetSapiens platform when re-provisioning and restarting the Htek IP Phone.

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

5.You will check the Date format and Time format on Htek IP Phone Idle status.

 

By default, contacts contain all the extensions on NetSapiens platform. However, you can add contacts to enable easier access to everyone you need to reach.

1.Click “User”→click “Shared Contacts”:

2.Click “Add Shared Contact”

3.Edit the contact information:

 

 

3.View contact:

The Add Contact button allows you to add a contact one at a time. These are for external contacts only. Your contact list will automatically update with your internal extensions.

Import will allow you to select a file from your PC, the import can accept CSVs from Microsoft Outlook and Gmail as well as vCards.

1.Click “User”→click “Shared Contacts”→Click “Export” button:

 

2.Export a format file, for example:Outlook CSV format

3.Open the CSV file by excel and Add contacts in batches according to the file’s format:

3.Import this CSV file you have prepared :

4.The imported contacts will appear on the Shared Contacts page:

5.Click the number to call.

6.Edit the contact again by clicking edit button:

7.Delete the contacts from the shared contacts:

Time frames allow you to control the scheduling of the system.

Three common time frames are:

• Open Hours (for example, M-F 9am-5pm)

• Holidays (Independence Day, Thanksgiving, New Year’s, and so on)

• Closed Hours (all other times)

Time frames can be both shared (system-wide and set by the administrator) or personal to your extension. You can add a time frame to your extension by clicking the Add Time Frame.

To configure Time Frames via NetSapiens platform:

1.Click the “Time Frames” button→ click the “Add Time Frame” button.

In the Name field, enter a name for this time frame.

Next to When, select the time period when the time frame will be applied:

Always : select this option if the time frame will always be applied.

Days of the week and times : select this option to select days and times when the time frame will be applied.

Specific dates or ranges : select this option to specify a specific date or range of dates.

Options appear for selecting days and times when the time frame will be applied.

Using the check boxes next to the name of each day of the week, check the days when the time frame will be applied. A blue line to the right of checked day shows the default hours for this time frame (9:00 AM through 5:00 PM).

Click Save to save your selections. The time frame appears as a row on the Time Frames page.

Hint: Moving the pointer over the blue text in the Description column shows the settings for that timeframe.

 

Fields appear for entering dates or ranges,select a starting date and time from the pop-up calendar and select an ending date and time from the pop-up calendar.

 

To specify additional ranges, click the  icon to display another row of fields, and then repeat steps 1 and 2 in the new fields. Repeat this step for each additional date or range you want to specify. To delete a date or range, click the  icon next to the appropriate row.

After you set up your time frames, you can create different answering rules for your time frames.

At the top of the page is the ring timeout selection. This option specifies the number of seconds that your phones will ring or forwarding rule before going to voicemail (when available).

Note: The following introduction is best to enable this time frame.

To configure add a answer rules via NetSapiens platform:

1.Click the “User” button→ click a target extension→click “Edit” icon and select the Answer Rules option:

2.Click the “Add Rule” button:

 

3.Select a time frame, you can use the default’s time frame.

4.When you enable the time frame, the answer rule will apply.

If you disable the time frame, the answer rule will be not apply.

 

No phone rings, goes straight to voicemail if available when you enable this option.

Prompts caller to say their name, lets you screen the call before accepting.

1.Click the “User” button→ click a target extension→click “Edit” icon and select the Answer Rules option:

2.Enable the Call screening option:

 

3.Click the save button to save the change.

4.In the Description column will shows the Screen calls.

1.1004 dial 1007

2.Server will prompt 1004 to record your name

3.1007 will ring after 1004 finishing the recording name.

4.1007 answer, server will prompt 1007 to enter the follow menu option:

• press the “1” to reach this call,

• Press the “2” to send voicemail,

• Press the “7” to drop this call.

NetSapiens platform support different call forwarding rules(Always/On active/busy/unanswered/offline/Simultaneous ring). Make sure that you won’t miss all of your calls.

If you want to always forward all incoming call to other extension , you need to select the always For example:

If you want to forward an incoming call to other extension when you have a active call, you need to select the On active For example:

If you want to forward an incoming call to other extension when you are busy,  you need to select the “When busy” For example:

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 select the “When unanswered” For example: 

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.

If you want to forward an incoming call to other extension when your extension offline(such as during a power outage), you need to select the “When offline” For example:

If you want to set Rings many phones at once for an incoming call,you need to set Simultaneous ring according to your need.

There are simultaneous ringing rules:

• Include the user’s extension.

• Ring all your user’s phones.(The premise is to add multiple extension)

• Answer confirmation for offnet numbers

You need to add a or more extension before using the Simultaneous ring feature:

Note: Ring Delay:

5 means that 1005 will ring after 5 seconds delay.

0 means that 1333 and 1004 will ring immediately.

Just ring user’s extension:Rings just your phone.

The Answering Rules page has an Allow/Block button that allows you to permit or block calls from certain numbers. Using this feature, you can block unwanted calls to your phone, as well as calls from anonymous and unwanted numbers. Allowed numbers bypass user Do Not Disturb and Call Screening rules to ring through immediately.

1.From the Answering Rules page, click Allow/Block.

The Allow/Block page appears. This page has two lists, one for allowed phone numbers (on the left) and another for blocked phone numbers (on the right).

2.To allow phone numbers, perform the following steps under ALLOWED NUMBERS:

Click in the Enter a number field.

Enter the number you want to allow.

Click the

 button. The number appears in the ALLOWED NUMBERS list and a brief message tells you the allowed number was added.

To add more numbers, repeat step 2.

To remove a number, click the

 button next to that number.

 

3.To block phone numbers, perform the following steps under BLOCKED NUMBERS:

Click in the Enter a number field.

Enter the number you want to block.

Click the

 button. The number appears in the BLOCKED NUMBERS list and a brief message tells you the blocked number was added.

To add more numbers, repeat step 3.

To remove a number, click the

 button next to that number.

4.To block anonymous calls and calls from unknown numbers, check Block anonymous or unknown.

5.When you are finished, click Done.(???????????????403)

To add auto attendants

1.From the Auto Attendants page, click the Add Attendant button. The Add an Auto Attendant pop-up window appears.

Name:Enter a name for this auto attendant. The name should allow you to differentiate this auto attendant from other auto attendants you configured.

Extension:Adding an auto attendant: select the extension used with this auto attendant.Editing an auto attendant: read-only field that shows the extension.

Time Frame:Select a time frame to which this answering rule will be applied. Choices shown are the ones previously configured using the procedure under “Adding Time Frames”.

2.Enter the information:

3.You will see the the following interface:

 

Auto Attendant Name:This is the auto attendant name you entered on the previous page. Use this field to change the name if desired.