ca conference bridge module training presentation

Report
Training Presentation
Poltys CA
Conference Bridge Module
Benefits
Benefits to Customer
• Meet-Me and Dial Out
conferences
• Multi-party, multi-speaker
conferences
Benefits to Dealer
Increase sales into
• Charities, Long Distance
Learning, Corporate
Organizations, Auctions via
telephone, Organizations that
take regular referendums/votes,
Political Party Referendums
Benefits to Sales Company
• A conferencing solution
competitive with Avaya and NEC
TDE, NCP and NS1000 series PBX
Conf Bridge Module – Presentation Content
Configuration
Upgrading
Overview
Features
CA + TDE/NCP/NS1000
TDE, NCP and NS1000 series PBX
Chapter 1
OVERVIEW
Overview
Works with CA
PRO/Supervisor/Console
Preinstalled on Poltys Appliance
Meet-Me and Dial Out
Multi-party, multi-speaker
Max 48 conference rooms per
server
Total of 96 simultaneous
attendees per server
Connected to Panasonic PBX via
SIP
Integrated with Outlook Calendar
TDE, NCP and NS1000 series PBX
Use Case – PBX mode
Connects internal and outside participants in multi-party voice conferences
Agent
Outside
Conference
Participant
CA + TDE/NCP/NS1000
ed Pay
messa
ge
No
Answ
er –
Retry
CA Client
later
Agent
Outside
Conference
Participant
Call Every
Entry in
the List
Call
answ
ered Pay
messa
CA Client
ge
No
Conference External/Internal Callers
SIP
Meet-me/Dial Out
Poltys Conference
Bridge Appliance
Outside
Conference
Participant
Poltys Appliance acts as
3'rd party SIP Extensions
Integrated with Microsoft Outlook
2010 scheduler
Use Case – CA Server mode
Connects internal and outside participants in multi-party voice conferences
Agent
Outside
Conference
Participant
ed Pay
messa
ge
No
Answ
er –
Retry
CA Client
later
NCP/TDE/NS1000
Agent
Outside
Conference
Participant
Call Every
Entry in
the List
Call
answ
ered Pay
messa
CA Client
ge
No
Conference External/Internal Callers
SIP
Meet-me/Dial Out
CA Server
Outside
Conference
Participant
Poltys Conference
Bridge Appliance
Poltys Appliance acts as
3'rd party SIP Extensions
Integrated with Microsoft Outlook
2010 scheduler
Appliance
Poltys Appliance
•
•
•
CA Conference Bridge Module comes preinstalled and preconfigured server on Poltys Appliance
Benefit for End User – Easy to support remotely, easy to replace
Benefit for Dealer – Easy to install, configure and connect to Panasonic PBX
Appliance
Micro
Chassis
Specifications
Ports
Intel D2700MUD 2.13 GHz Dual Core Atom D2700, 2GB
RAM, 60GB SSD Drive
•
•
•
Low profile
1U, 19”
Rackmount
Sample Images
ppliance dimensions: 9” x 8” x 2.5”
Packed: 13” x 11” x 4.5 “
Packed Weight: 6lb
Max 20 Participants
Quad Core 3.2 GHz I7, 4GB RAM, 250GB enterprise level
HDD, X8STi Supermicro motherboard, Low profile 1U,
19” rack mount chassis
•
•
•
ppliance dimensions: 19” x 15” x 3.5”
Packed: 22” x 19” x 7 “
Packed Weight: 16lb
Poltys Appliance acts as
3'rd party SIP Extensions
Max 100 Participants
Section 2
CONFIGURATION
Configuring Panasonic IP-PBX
3.4 Configuring Panasonic PBX (1)
Appointment Reminder appliance connects to Panasonic PBX via a compact range of Third party SIP Extensions.
Configure the SIP extensions range to be used with Appointment Reminder using Panasonic Maintenance Console.
(1) Install the virtual card for Poltys appliance (Third Party SIP Extensions)
elect “V-SIPEXT32” card on Web-MC. (Setup -> PBX Configuration -> 1.1 Slot -> Virtual menu)
1. Select V-SIPEXT32
2. Specify the number of cards
to be used.
Configuring Panasonic IP-PBX
(2) Select a Registration mode for Poltys appliance (Third Party SIP Extensions)
elect “Manual Mode” on Web-MC.
(Setup -> PBX Configuration -> 1.1 Slot -> Site Property -> Main Tab )
1. Select Manual
Configuring Panasonic IP-PBX
(3) Configure the extension settings.
“Match the Extension Number and the Password” on Web-MC.
(Setup -> PBX Configuration -> 1.1 Slot -> Port Property of the corresponding V-SIPEXT32 card )
1. Configure a
compact range of
SIP extensions.
The Password should be
1234
2. lick on “ pply”
button for changes
to take effect.
Configuring Panasonic IP-PBX
(4) Register the Poltys Appliance to the PBX.
Only connect the Poltys Appliance to the same network with the PBX.
1. Check that the IP address matches
the Poltys Appliance one.
(5) Outgoing Calls settings
Allow the SIP extensions to make outbound calls.
Configuring Panasonic IP-PBX
(6) Incoming Call Distribution Group Settings
o use “ onference Bridge”, group the IP extensions (Poltys Appliance) into an ICD Group.
(Setup -> PBX Configuration -> 3.5.1 Group Settings )
Then, set the FEN of the ICD group as the destination for Conference Bridge (Meet-Me) Calls.
1. Create Incoming
Call Distribution
Group for Auto
Attendant.
3. Add member list.
2. Set the
Distribution
Method to “Priority
Hunting” or “U D”.
Conference Bridge does not
work if the Distribution Method
is set to “Ring”.
Connect The Poltys Appliance
Connect the Poltys Appliance to the keyboard/mouse and network and power the system up
USB
Keyboard/Mouse
LAN Switch
(same network as
the PBX)
Get Appliance URL
Get the Conference Bridge URL. This is what you will use to remotely connect to the Conference
Bridge Appliance.
1. After the boot up
sequence is finished you are
prompted to login into the
system
2. Enter “root” at the
“PoltysConfBridge login:”
prompt and Password
3. Write down this URL! This
is what you will use to
remotely connect to the
Conference Bridge
Load Management Console
Disconnect the monitor, keyboard, and mouse from the Poltys Appliance
From a PC or laptop connected to the same LAN where the Poltys Appliance is connected start the
WEB browser
Enter the Conference Bridge Management Console URL in the address bar and hit GO
1. Enter Conference Bridge
Management Console URL
Conference Bridge
Management Console
supports Chrome, Mozilla
and MS Internet Explorer
9.0 or higher
Login to the Management Console
Login to Conference Bridge Management Console using user password provided by Poltys
1. Click on
“Login” button.
2. Enter
Password.
3. Click on
“Login” button.
Get MAC Address
Poltys Appliance comes configured for DHCP operation
Get the MAC address
Configure your DHCP Server with permanent lease for the Poltys Appliance MAC address
1. lick on “ elect
Network Interface”
button.
2. Write down the IP
Address for further
reference.
3. Write down the
MAC Address for
DHCP configuration.
Install Java Runtime Environment
IF PC IS CONNECTED TO INTERNET
For the Poltys Conference Bridge Management Console to run, you need to install the Java SE
Runtime Environment (JRE)
Select Install JRE if PC is connected to the internet
1. lick on “Install
JRE” button.
2. Install the latest
Java SE Runtime
Environment .
Install Java Runtime Environment
IF PC IS NOT CONNECTED TO INTERNET
Select Setup JRE if PC not is connected to the internet
1. lick on “ etup
JRE” button.
2. lick on “Run”
button.
Start the Management Console
Push the “ tart Management onsole” Button
2. Enter User
Credentials.
3. lick on “OK”
button.
1. lick on “ tart
Management
onsole” button.
Configure Conf Bridge SIP Connections
The Poltys Conference Bridge Appliance needs to connect to Panasonic IP-PBX SIP extensions
You need to define as many SIP Connections as the maximum
number of participants you want to have in conference
3. Fill in “Phone Name”, “Host
Name”, “User Name”, and
“Password” according to the
Panasonic IP-PBX extension settings.
3. he “Password” should be set to
1234.
4. Click on
“OK” button.
2. lick on ” B to PBX
onnections” item.
1. lick on ” etup
onfiguration…”
section.
3. Click on
“ dd” button.
5. lick on “ ave
ettings” button.
Configure Users
CA Conference Bridge Module connects to the Poltys Appliance using a specific user.
Create the user.
2. lick on ”Global
ettings” item.
1. lick on ” etup
onfiguration…”
section.
2. Click on
“ dd” button.
3. Fill in User
Credentials and write
them down for further
reference.
4. lick on “ ave
ettings” button.
Section 3
UPGRADING
Load Management Console
Poltys Appliance comes licensed according to the Customer Purchase Order
If Customer needs upgrading the channels number, then Poltys Appliance needs to be relicensed
From a PC or laptop connected to the same LAN where the Poltys Appliance is connected start the
WEB browser
Enter the Conference Bridge Management Console URL in the address bar and hit GO
1. Enter Conference Bridge
Management Console URL
Conference Bridge
Management Console
supports Chrome, Mozilla
and MS Internet Explorer
9.0 or higher
Login to the Management Console
Login to Conference Bridge Management Console using user password provided by Poltys
1. Click on
“Login” button.
2. Enter
Password.
3. Click on
“Login” button.
Relicensing
Copy/ Paste the License SAK to an Email message, add the Customer Name, Customer Company and
PO Number to the message and send it to [email protected]
2. Select all text in
License SAK (Server
Authentication Key) field
by pressing Ctrl+A
simultaneously or by
using mouse selection.
1. Click on
“License etup”
button.
2. Copy the License SAK
to the Windows
clipboard by pressing
Ctrl+C simultaneously.
Relicensing
You will receive the new License Key from Poltys by Email shortly.
Copy/ paste the new License Key received and click on Update button.
2. Click on
“Update” button.
1. Paste the License Key
by pressing Ctrl+V
simultaneously.
3. he “License tatus”
field displays the new
number of licensed
channels.
Section 4
FEATURES
Start the Conference Bridge Module
Conference Bridge Module is launched by clicking on “
1. Click on “ D
Report” button.
D Report” button in
upervisor or
Pro.
Select GUI Language
Conference Bridge Module lets the customer to select his/ her GUI language of choice.
1. lick on “File”
menu option.
2. Select
“Language”
menu option.
3. Click on dropdown list button.
4. Select language.
5. lick on “OK”
button and restart
application.
Connect CA to Conference Bridge Appliance
CA Conference Bridge Module must be connected to the Poltys Conference Bridge Appliance
1. Click on “ ettings”
menu option.
2. Select “ onference
etup” menu option.
3. Set the IP address of
the Poltys Appliance.
5. lick on “ heck access”
button to verify connection.
4. Set the User
Credentials.
6. lick on “OK” button.
Dial Out Conference
The dial out rooms allows the conference participants to get connected via multi-party conferences
initiated by Customer when starting the conference
The Attendee participants are automatically dialed out and then added to the conference
Add Dial Out Conference Room
2. Enter Room name
and number.
1. lick on “ dd”
button.
3. Modify Owner and
Attendee PINs if needed.
4. lick on “OK”
button.
Dial Out Conference - Add Participants
Add Participants
1. Select Room.
3. Enter Name and
Email.
2. lick on “ dd”
button.
4. Enter Phone and Cell
numbers.
5. lick on “OK”
button.
Start Dial Out Conference
Start Dial Out Conference
2. lick on “ tart
conference” button.
3. Monitor the
conference status.
1. Select Room.
Meet-me Conference
Meet-me rooms allow participants to get connected via multi-party conferences based on predefined
schedules
Attendees are accepted in conferences and they wait for the Owner participant to enter
Once the Owner has joined the room, the multi-party conference activates
1. Enter Conference Bridge Management Console URL.
Conference Bridge
Management Console
supports Chrome, Mozilla,
MS Internet Explorer 9.0 or
higher
Meet-me Conference
Start Conference Bridge Management Console
2. Enter User
Credentials.
3. lick on “OK”
button.
1. lick on “ tart
Management
onsole” button.
Meet-me Conference
Add Meet-Me Room
3. Enter Room
Name and Number.
4. Enter Room Owner
and Attendee PIN.
5. Click on
“OK” button.
1. elect” Meet-Me
rooms” section in the
Available Settings
window.
2. lick on “ dd”
button.
6. lick on “ ave
ettings” button.
Meet-me Conference
Configure Meet-Me Room in CA Conference Bridge Module.
1. Click on “ ettings”
menu option.
2. Select “ onference
etup” menu option.
4. et “My Room
Number” to be equal to
the Meet-Me Room
number predefined
using Conference Bridge
Management Console.
6. lick on “OK” button.
Meet-me Conference
Switch to Meet-Me panel.
1. lick on “Meet
Me” tab.
Meet-me Conference
Change Calendar View mode.
1. Right click on
the calendar area.
2. elect “ hange
View o” option.
3. elect “Month
View” option.
Meet-me Conference
Schedule Meet-Me Conference.
1. Click on
schedule day.
2. Right click on day area
and select “New
ppointment” option.
3. Enter subject.
4. Change start/
stop hours.
5. Add owner
and
participants.
6. Click on
“Recurrence”
button.
8. lick on “OK”
button.
7. Change
recurrence.
Meet-me Conference Setup from Outlook
The customer can directly schedule Meet-Me conferences from MS Outlook 2010
Connect Outlook Add-in to Poltys Appliance, set the Meet-Me Room number and access numbers
1. Click on
“ ettings” button
from Poltys Add-in.
2. Set the IP address of the
Poltys Appliance.
3. Set the User Credentials.
7. lick on “ heck access”
button to verify connection.
4. Set Meet-Me Room
number.
5. Set access numbers.
6. lick on “OK” button.
Meet-me Conference Schedule from Outlook
Schedule Meet-Me conference from Outlook
1. lick on “ dd
onference” button from
Poltys Add-in.
4. lick on “ dd
onference Info” button.
6. Change recurrence.
7. lick on “ end”
button.
2. Add participants and
meeting subject.
3. Select date and time.
5. Add any text
information.
Meet-me Conference
Every Meet-Me participants will receive a meeting invitation to conference by email.

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