Evolution PBX Administrator Guide Version 2.
Overview This guide is an overview of installing and configuring Evolution PBX 3.0 as a basic PBX using standard trunks (analog, T-1, or VoIP over broadband) and standard SIP compatible, VoIP telephones and analog terminal adapters (ATAs). System Requirements Evolution PBX 3.
Contents Installing Evolution PBX (v3.0)................................................................................... 5 Using the Terminal Screen ...................................................................................... 6 Terminal Screen Commands ................................................................................. 6 Resetting the Root Password (Optional) ................................................................. 7 Configuring Your PBX ..................................
Using the Evolution PBX Web Interface ................................................................ 39 Dial into the System ......................................................................................... 39 Music on Hold ..................................................................................................... 40 iView ................................................................................................................. 41 Client Instructions ..............................
Installing Evolution PBX (v3.0) Evolution PBX is typically shipped pre-installed on servers that are purchased from Intuitive Voice Technology. A CD-ROM may be downloaded or shipped for trial or for purchase. Contact pbxsales@intuitivevoice.com for more information. To Install Evolution PBX from the Evolution PBX installation CD 1. Verify that your computer BIOS is setup to boot first to the CD or DVD drive that you will be installing from.
After the first reboot a boot loader screen appears, the installation process continues until the successful installation screen appears. Note: This process will take approximately 7 minutes. 5. Press any key to stop the 30 second countdown and enter configuration mode. 6. Press the spacebar to configure the device. Note: This process will take approximately 15 minutes. 7. Press Enter to reboot the server. 8. After the software loads, press any key to stop the 30 second countdown. 9.
Resetting the Root Password (Optional) Note: Evolution PBX is designed to be fully configured and maintained using the Webbased Graphical User Interface (GUI). Advanced administrators may follow these steps for access to the underlying systems. Please use caution with root access. Major changes may impact Intuitive Voice Technology’s ability to diagnose and repair your system. To Reset the Root Password 1. Boot up the server. 2. When the GRUB boot loader is displayed, press the up arrow key. 3.
Configuring Your PBX The first time that you attempt to log in to Evolution PBX from a Web browser, the Installation Wizard guides you through the process of installing your license key and configuring your PBX. Setting Up the License To Configure the First Run Wizard 1. Open a Web browser on a computer other than the Evolution PBX server but is connected to the same network. 2. In the Address bar, enter http://X.X.X.X/home/admin.php (where X.X.X.
5. Select Yes if a NAT router is being used on your network or No if it is not. 6. Enter a new administrator password that will be used to log into the Web interface once this step is complete. 7. Click Forward and the Server Settings window displays. 8. In the Server Settings window, select a 3 or 4 digit extension length for your extensions then select the starting number for these extensions (1-9). 9. Select Enabled to enable the DHCP server built into Evolution PBX or Disabled to disable this feature.
11. In the Installation Complete window, click Reboot PBX to complete the installation process. 12. After Evolution is running again, return to your Web browser or open a new browser (pointed at http://X.X.X.X/home/admin.php (where X.X.X.X is the IP Address that you wrote down at the end of the installation process). Note: If you assigned a static IP Address to Evolution PBX, you must change the URL in the Address bar to reflect the new IP Address. The Login window displays. 13.
Configuring Evolution PBX (v3.0) Evolution PBX provides numerous configuration options displayed in four tabs: Call Resources tab, Call Routing tab, Administration tab and Reporting tab. In addition, the server control panel is displayed under the menu items of each tab. Server Control Panel On the left side of the screen under the menu items is the server control panel.
Resources Tab The Resources tab allows you to configure phone extensions, extension groups, voicemail, phone lines, conference rooms, announcements, music on hold and iView. Phone Extensions Evolution PBX supports telephones and other telephony devices that use the SIP protocol. There are two categories of supported devices: specific devices and generic devices.
Configuring Cisco 7960 and 7940 VoIP Telephones Note: Cisco 7960 and 7940 VoIP telephones must run the SIP protocol to work with Evolution PBX (available protocols include SIP, SCCP (also known as Skinny), and MGCP). New 79xx telephones usually ship with SCCP and must be converted to SIP. The conversion process requires the phone to be converted to an old version of SIP firmware and then progressively upgrade to new versions of SIP.
To Configure a Basic Extension for Cisco 7960 or 7940 Telephones in Evolution PBX 1. Login to Evolution PBX, click the Resources tab then click Phone Extensions. 2. In the New Device field, select VoIP-Cisco-7960 or VoIP-Cisco-7940 and the Modify Phones window displays. 3. In the Extension field, select an available extension. 4. In the Caller ID Name field, enter the name you want to be passed as this extension’s caller ID text. 5.
IP Address Heartbeat Outbound Codec Reserved for future use Advanced. The duration for keep-alive messages between Evolution PBX and the telephone (options = No, 1000, 2000, 3000, 4000, 5000).
5. Set Server Type to Trivial FTP then press Ok to exit. 6. Set Server Address to the IP Address of your Evolution PBX server then press Ok to exit. 7. Press Exit twice or until you are asked if you want to Exit w/o Save or Save Config. 8. Select Save Config. 9. Select Exit then select Restart Phone... 10. Press Yes to verify you want to restart the phone and the phone will reboot, automatically update its firmware (if necessary), and download its configuration from Evolution PBX.
To Configure a Basic Extension for a Generic Device (CounterPath X-Lite and EyeBeam) in Evolution PBX 1. Login to Evolution PBX, click the Resources tab then click Phone Extensions. 2. In the New Device field, select VoIP--GENERIC SIP- and the Modify Phones window displays. 3. In the Extension field, select an available extension. 4. In the Caller ID Name field, enter the name you want to be passed as this extension’s caller ID text. 5.
Configuring XLite (v3.0) or EyeBeam Softphones To Configure CounterPath X-Lite (v3.0) or EyeBeam Softphones 1. Open X-Lite, click Menu then select Sip Account Settings... and the SIP Accounts window displays. 2. Click Add... and the Properties of Account window displays. 3. In the User name field enter the extension number that you are configuring.
To Configure Linksys SPA Telephones 1. On the SPA telephone, press the Page Settings button then scroll down and select Network category and the IP Address your Linksys telephone acquired from your network displays. 2. Write down the IP Address, open a Web Browser and enter the IP Address (for example, http://192.168.2.71) into the Address bar. 3. Press Enter and the Info tab of the Linksys Telephone Configuration window displays. 4.
Configuring a Generic Device (Linksys PAP2TNA) The Linksys PAP2T-NA is a SIP analog terminal adapter. It has one RJ45 Ethernet interface to connect to your data network and two RJ11 FXS interfaces to connect to analog devices such as analog telephones or fax machines. Each analog port on the PAP2T-NA must be configured as an individual extension in Evolution PBX. To Configure a Basic Extension for Each Line of your Analog Terminal Adapter 1.
Generic Telephone Settings Setting Caller ID Name Caller ID Number Record Calls MAC Address Mailbox Time Zone Paging Remote Phone IP Address Heartbeat Outbound Codec Description Text Evolution PBX will send as caller ID name for all calls that this extension makes internal and external. Text Evolution PBX will send as caller ID number for all calls that this extension makes internal and external. Yes will record calls made directly to this extension. No will not record calls for this extension.
Extension Groups An extension group is a collection of extensions that will follow a specified ring strategy when a call is directed at that extension group. For example, if you have an office with five extensions and one main number and you want incoming calls to ring all five extensions and allow any one of the five users to answer the call then you could configure an extension group to allow this behavior. To Configure an Extension Group as a Basic Ring All Group 1.
Strategy Priority Position Hold Ann. Whisper Allow VM Fast Pass Logoff Wrap-up The pattern that will be used will be used for this extension group. Strategy provides behavior such as ringing all extensions in the group or a queue that sends calls to just one extension in the group based on a specific logic. See the following table Extension Group Strategy for descriptions of each of the settings. A number for this queue that determines its priority compared to another extension group.
Voicemail Evolution PBX includes a voicemail application. When you configure an extension for a telephone or other device a matching voicemail box is automatically created. Select None rather than Personal in the Mailbox field to choose not to automatically create a voicemail box when setting up a new extension. Configuring Voicemail To Configure a New Voicemail Box 1. Login to Evolution PBX, click the Resources tab then click Voicemail. 2. Click New Record and the voicemail configuration window displays.
Voicemail Global Settings Voicemail global settings are parameters that apply to ALL voicemail boxes that are configured on Evolution PBX. Voicemail global settings can be accessed by clicking on the globe icon next to the Save and Delete buttons on every voicemail detail screen. Following are the fields that may be configured: Setting Description Max Length The maximum length of a voicemail that may be left on the system. Longer times require more hard drive space for storage.
Voicemail Menu Available options while listening to a voicemail message: Options Option Name Description 1. Skip Message Envelope 2. 3. 4. 5. 6. 7. Starts Message Over No Function Skip Message Repeat Message Skip Message Delete/Un-delete Message Skips directly to the message and bypasses the message envelope. The envelope is the date, time and from information that precedes each message. Replays the current message without the envelope. 8. Forward Message 9. *. #.
Change Folder Menu Available options for folders: Options Option Name Description 0. New Messages 1. 2. 3. 4. #. Old Messages Work Messages Family Messages Friends Messages Cancel This folder contains all of your new messages that you have not listened to yet. This folder contains all of your saved or skipped messages. Folder to store saved messages related to work. Folder to store saved messages related to family. Folder to store saved messages related to friends. Return to the main menu.
Voicemail to Email You can configure your Evolution PBX to configure your voicemail account to automatically send an Email with your voicemail attached as a digital audio file. You may also configure Evolution PBX to send a notification Email when you receive a voicemail. After the Email (with your audio attachment) is sent, voicemail messages will remain on the voicemail server so that your message waiting indicator lamp will activate when you receive a message.
Phone Lines Each device or account that is configured under the Phone Lines tab is considered a provider, that is, a telephone trunk service provider. A phone line provider can be a VoIP service provider account, analog telephone lines connected to an internal PCI card like the Sangoma A200, or one or more T-1 digital lines connected to an internal PCI card like the Digium TE110P. Most VoIP providers have similar configurations.
• • • • • In the Proxy Address field, select the domain name or IP Address of your provider’s server. In the DTMF Mode field, Select Dual Tone Multi-Frequency (i.e. touch tone dialing) technology that your providers requires. Available options include: RFC2833, Inband, or Info. In the Caller ID Mode field, select Account for Evolution PBX to send the Account ID as the outbound caller ID number (required by some providers).
12. In the Location field, select the actual location or device that you would like to send incoming calls from each number of the VoIP account. Note: The options that you can choose from this field change according to the type of destination that you select in the Send Calls To field. For example, if you choose Extensions then Evolution PBX will provide all of the extensions that you have configured as options in the Location field.
Digium TDM400P The Digium TDM400P is an internal PCI card that offers from one to four analog ports. Using the FXO daughter modules the analog ports allow you to connect 24 analog telephone lines provided by a local telephone service provider. To Configure the Digium TDM400P 1. Follow the steps provided in the Installing Analog PCI Cards section if your PCI card is not already physically installed in your Evolution PBX server. 2. Login to Evolution PBX, click the Resources tab then click Phone Lines. 3.
To Make the Dial Patterns Visible Under Advanced Options a) Complete the configuration of this VoIP account, click Save, and make the changes active (write down or remember the provider name). b) Click the Call Routing tab then click Outbound Dial Map. c) Click to edit one or more of the routes (for example, LOCAL). d) In the Target field, edit to match the provider name of the VoIP account that you configured. e) Click Save to save your changes.
PIKA InlineMM The PIKA InlineMM includes four analog ports with echo cancelation. To Configure the PIKA InlineMM 1. Follow the steps in the Installing Analog PCI Cards section if your PCI card is not already physically installed in your Evolution PBX server. 2. At the Evolution PBX server terminal screen, type installpika to install the PIKA drivers (note that there are no spaces). The server will automatically install the drivers and reboot the system. 3.
Sangoma A400D The Sangoma A400D card is modular and can accept up to 24 analog ports. To Configure the Sangoma A400D 1. Follow the steps in the Installing Analog PCI Cards section if your PCI card is not already physically installed in your Evolution PBX server. 2. At the Evolution PBX server terminal screen type installsangoma to install the Sangoma drivers (note that there are no spaces). The server will automatically install the drivers and reboot the system. 3.
Digium TE110P The Digium TE110P is an internal PCI card that offers one T-1 digital interface. It is compatible with standard service provider T-1 technologies that use either in band or out of band signaling. Examples include basic T-1s, line-side or trunk-side T-1s and ISDN Primary Rate Interface T-1s (PRI). To Configure the Digium TE110P 1. Follow the steps in the Installing Digital T-1 PCI Cards section if your PCI card is not already physically installed in your Evolution PBX server. 2.
To Make the Dial Patterns Visible Under Advanced Options a) Complete the configuration of this TE110P, click Save, and make the changes active (write down or remember the trunk group number). b) Click the Call Routing tab then click Outbound Dial Map. c) Click to edit one or more of the routes (for example, LOCAL). d) In the Target field, edit to match the trunk group of the TE110P that you configured. e) Click Save to save your changes.
Digium TE120P, TE210P, TE220P, TE410P and TE420P The Digium TE120P, TE210P, TE220P, TE410P, or TE420P are internal PCI cards that offer one, two, two, four, or four T-1 digital interfaces respectively (the 220 and 420 are newer versions of the 210 and 410 and the 210 is a newer version of the 110). To Configure Digium TE120P, TE210P, TE220P, TE410P and TE420P 1. Follow the steps in the Installing Digital T-1 PCI Cards section if your PCI card is not already physically installed in your Evolution PBX server.
To Configure the *10 Feature Code to Access the Conference Room *10 sends incoming calls directly to the conference system. 1. 2. 3. 4. Login to Evolution PBX, click the Resources tab then click Phone Lines. Click to edit an existing provider from the list of displayed providers. In the Send Calls To field, select Auto Attendant. In the Location field, select ConferenceAdmin. Announcements Announcements are played to callers either prompting them for information or giving them information.
3. Record your announcement and press # when complete. 4. Press 1 to replay the recording. Press 2 to rerecord. Press 3 to record another announcement. 5. Hang up when you are finished. 6. Log on to the Evolution PBX Web-interface, click the Resources tab then click Announcements. 7. Click New Record to configure the new announcement. 8. In the Announcement field, select the number of the recording that you just made by dialing into the system.
iView iView is an optional, easy-to-use Operator Console for managing phone calls in your PBX directly from your desktop via Intuitive Voice Technology’s Evolution PBX software. iView utilizes java architecture enabling it to run on multiple platforms (e.g., Windows, Linux, Mac) and can be added to any new or existing Evolution PBX installation. In addition, iView provides full support for SIP, IAX, and ZAP. iView provides a flexible interface that does not need to be tied to any one location.
Call Routing Tab The Call Routing tab allows you to configure auto attendants, speed dial numbers, custom routing rules, outbound dial maps and advanced feature codes. Auto Attendant Evolution PBX includes an auto attendant to answer calls and presents the caller with a customized script that allows the caller to select a resource or destination. The auto attendant then routes the call to the selected resource or destination.
To Configure a New Auto Attendant 1. Plan how you would like your auto attendant to function and the announcements that will be required to implement the auto attendant. For example, where do you want to route callers when they press one, two, three, etc? And what is the script that you want to record that welcomes callers and presents to them the options? 2. Configure the announcements that you require for your new auto attendant.
• In the Send Calls To field, under the appropriate key press column, select the type of destination that you would like to send the call. Available options: Extension, Extension Group, Auto Attendant, Custom Routing Rules. Note: You can send the call to another auto attendant, allowing you to build multiple tiered auto attendants. • In the Location field, under the appropriate key press column, select the actual location or device that you would like to send the call.
Duration Rules, Voicemail Box, or Voicemail Group that the call should be sent to. The length of time in seconds that the call should spend on this step before proceeding to the next step. Intuitive Voice Technology provides customization and advanced configuration of Evolution PBX as a paid professional service. Please Email pbxsales@intuitivevoice.com to discuss your application or to request a professional service quote.
Outbound Number Translation Outbound routes that explicitly refer to a trunk group will supply their dial strings for manipulation under the trunk group’s Advanced Options. Outbound number translation allows you to prepend or remove digits from a dialed number before it is sent to the service provider.
Cisco Dial String 1.......... Timeout=”0” .......... Timeout=”0” “*” Timeout=”5” “1..........” Timeout=”0” | “..........” Timeout=”0” | “*” Timeout=”5” Long distance call rule. When 1 plus ten digits are dialed the phone immediately sends the call. Local call rule. When ten digits are dialed the phone immediately sends the call. Any digits in any quantity that do not match the previous templates will be automatically sent after a 5 second timeout.
*20 *21 *96 *97 5000 _6*120XX 6* _8*120XX 8* 9* pound (#) to connect to that extension’s call. Pause - allows an extension in an extension group to temporarily remove itself from the extension group so that it will no longer receive calls from the extension group. Valuable for breaks or additional time after a call to prepare for the next call. Use *21 to un-pause.
Administration Tab The Administration tab allows you to configure backups, global settings, licensing, storage settings, system settings, system status and real-time monitoring. Backups By default Evolution PBX automatically runs backups of your configuration files hourly, daily, and monthly. Files such as voicemail and announcements are not backed up or restored with this utility. You may restore your configuration to any one of these points by clicking backup .
Setting Description Hold Music ID Sets the internal music source for the whole system (referred to by the MOH description name, see Configuring MOH for more information. When set to Always, Evolution PBX will automatically activate changes that you make when you save anything in the Web interface. Activate Changes • * Codes User Recordings Auto Complete Display Image Prompt - Asks you if you want to activate changes every time you save anything in the Web interface.
Remote Backup CDR Storage Monitors Remote Recordings Configuration Type You may Email or FTP a daily backup to a remote location. You may specify as many Email Addresses or ftp servers as you would like separated by ; The FTP Address is formatted like this. HOST^USER^PASS^DIRECTORY, Example: name@email.com;192.168.2.1^user^pass^dir Number of months to store Call Detail Records listed under historical reporting. A call detail record is required in order to retrieve a monitor.
DHCP Server Setting Description DHCP Server Enables or disables the DHCP server feature built into Evolution PBX. The built in DHCP Server assigns IP Addresses to your network devices including VoIP telephones. Note: Only one DHCP server is permitted on a Local Area Network. If the Evolution PBX DHCP server is enabled then other DHCP Servers on your network will need to be disabled. The lowest IP Address that will be assigned to devices when the DHCP server is enabled.
Email Type SMTP Server SMTP Username SMTP Password Fax Email/Extension If the server reboots without human interaction the server may not complete the boot up process preventing the PBX from functioning. Disabled turns off the nightly reboot to avoid unattended reboots. Direct or SMTP. If Direct then Evolution PBX will send Email directly to the Email server for each Email Address. For example, if Evolution PBX is to send an Email to user@domain.
Reporting Tab The Reporting tab allows you to view historical reports and create new reports. Historical Reporting Available Report Data Setting Description Type Displays the type of call that was made. Available types include: Dialed Number Source Destination Date Duration Status • INBOUND – Displays only inbound calls. • INTERNAL – Displays only internal calls. • LOCAL – Displays only local calls. • INTERNATIONAL – Displays only international calls.
Modify Available options include: • • • Play Recording – Click to listen to a recording. Delete Report – Click to delete a selected report. Email Report – Click to open the Email configuration window allowing you enter an Email Address and click Send to send the selected report to this address via Email. Creating New Reports To Create a New Report 1. Login to Evolution PBX, click the Reporting tab then click Historical Reporting. 2.
Networking, Quality of Service, and Firewalls This section describes important information for Evolution PBX regarding networking, Quality of Service, and Firewalls. Evolution PBX, SIP, and VoIP use certain TCP and UDP ports for communication. Typical LANs do not interfere with these protocols but connecting devices over the Internet may require forwarding one or more of the ports defined below. Refer to your router or firewall manufacturer for information about how to forward ports on your device.
Important Terms and Acronyms Term Definition Auto Attendant Automatic menu system that answers incoming calls and allows the caller to choose the resource with which they want to connect (for example “press 1 to talk to sales, press 2 to talk to support...”). Broadband Internet High speed Internet access that offers download and uploads speeds of 256 kbps and greater. Examples include DSL, cable modem, and dedicated T-1 access.
