Evolution PBX Administrator Guide Version 3.0 Table of contents Introduction ................................................................................................................. 2 System Requirements ............................................................................................ 2 Evolution PBX Graphical Interface Terminology .............................................. 3 Installation of Evolution .........................................................................
Announcements ......................................................................................................... 32 Music on Hold ............................................................................................................ 33 Auto Attendant .......................................................................................................... 33 Speed Dial Numbers ..................................................................................................
Evolution PBX Graphical Interface Terminology The Evolution PBX graphical user interface (GUI) is organized into four general sections. Across the top are tab-like links with titles like Resources, Call Routing, Administration, and Reporting. These will be referred to as tabs and named according to their titles (e.g. the Resources tab). The second section is the menu located on the left side of the screen. This menu will change color and text depending on which tab you click on at the top of the screen.
3. Reboot the computer. Note: Installing Evolution PBX will erase the entire contents of your hard drive and create a dedicated PBX appliance. 4. 5. A screen with the Intuitive Voice Technology logo will be displayed asking you to press ENTER to begin the installation. The installation process will begin copying the Operating System and Evolution PBX files and programs. 6. The computer will reboot once.
• netconfig - reset the server’s IP network information (IP address, network mask, default gateway, DNS server IP address, domain name). • password - resets the web admin password to Password1!. • yourout - escapes out of the Evolution terminal screen to allow you to log in to the command line interface. First Run Wizard The first time that you attempt to log in to Evolution PBX from a Web browser you will be confronted with a first run wizard. Following are the steps: 1.
http://X.X.X.X/home/admin.php, where X.X.X.X is the IP address that you set in the first run wizard). Note: You must change the URL in your address bar to reflect the new IP address of Evolution if you changed it during the first run wizard. 10. You will see a login screen like that on the right: 11. Log in using the Login ID Admin and the password that you set up in the first run wizard.
Shutting down the server means that the operating system and all components will be shut down. Restarting Evolution means that only the telephony core will be shut down and restarted (the operating system and other server components will not be restarted). Shutting down Evolution means that only the telephony core will be shut down (the operating system and other server components will not be shut down).
may have a firmware type that is not compatible and can NOT be upgraded using this process. Please contact Intuitive Voice for additional information. Following is the process to upgrade Cisco 7960s and 7940s from the SCCP firmware (as shipped standard) to SIP: 1. Log in to the Evolution server as root (see Option to Reset Root Password in this document for more information about root access). 2.
3. At the bottom of the screen there is a drop-down menu titled New Device, Select VoIP-Cisco-7960 or VoIP-Cisco-7940. 4. The Modify Phones detail frame will appear. Edit the following: • Select the extension number that you want using the Extension drop-down menu. • Edit the Caller ID Name field to reflect the name you want to be passed as this extension’s Caller ID text. • Edit the Caller ID Number field to reflect the number you want to be passed as this extension’s Caller ID number.
Time Zone Paging Remote Phone IP Address Heartbeat Outbound Codec The time zone of the telephone (Hawaii, Alaska, Pacific, Arizona, Mountain, Indiana, Central, Eastern, Atlantic). Auto configured telephones will use this setting to automatically calculate the correct time and date. Enabled will include this extension in the permission to be paged. Disabled will prevent this extension from being paged.
5. 6. 7. 8. 9. 10. 11. 12. 13. example, if the phone belongs to a user that is located at a remote location). Otherwise select no. • The other options on the Modify Phones frame are optional or advanced. Click the Save button on the middle, right side of the screen. Plug in the Ethernet cable to the Polycom phone (and the power cable too if you are not using power over Ethernet). Before the phone begins to boot it will give you the option to press a key under the word Setup on the LCD screen.
Go to http://www.intuitivevoice.com/support.php and download the “Evolution PBX User Guide for Polycom Telephones” for information on how to use the Polycom telephones. Polycom literature is available at http://www.polycom.com/ products_services/1,1443,pw-34-182,00.html. CounterPath X-Lite and EyeBeam CounterPath X-Lite and EyeBeam software telephones (softphones) may be configured for Evolution as SIP Generic devices.
Record Calls MAC Address Mailbox Time Zone Paging Remote Phone IP Address Heartbeat Outbound Codec Yes will record calls made directly to this extension, No will not record calls for this extension. 12 character MAC address of the telephone configured with this extension. Personal creates a voicemail account with the same number as this extension. Selecting a number will assign that voicemail account to be this extension’s voicemail account.
8. Other settings are optional. Click the OK button on the Properties of Account screen. 9. Click the close button on the SIP Accounts screen. 10. The phone should automatically register with Evolution. Linksys SPA Telephones The Linksys SPA telephones are SIP telephones that are compatible with Evolution. Current supported models include the SPA962 (pictured right), SPA942, SPA941, SPA922, SPA921, and the SP901.
d) Click Admin Login and then click on the Ext 1 tab to configure the SIP settings. The minimum information required for registration with Evolution PBX is as follows: ‣ Line Enable: Yes ‣ SIP Port: 5060 ‣ Proxy: Evolution’s IP address (for example 192.168.165.100) ‣ Register: Yes ‣ User ID: extension number (for example 1020) ‣ Password: password provided by Evolution (see step 6 above) ‣ Use Auth ID: No • Click the Save Settings Button.
Linksys PAP2T-NA 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. Use the following steps to configure each line of your analog terminal adapter: 1. Log on to Evolution and click the Resources tab at the top of the screen 2.
a) connect an analog telephone to one of the ports labeled PHONE1 or PHONE2 b) Dial **** (star key four times) c) Dial 73738# and the PAP2T-NA will be reset • You may continue using your PAP2T-NA with DHCP or you may assign a static IP address. Click on the System tab and modify the settings per your network. Following is a screen shot that shows the default settings: • Click on the Line 1 tab to configure the SIP settings.
Setting Description Caller ID Name Text Evolution will send as caller ID name for all calls that this extension makes internal and external. Caller ID Text Evolution will send as caller ID number for all calls that this extension makes Number internal and external. Record Calls Yes will record calls made directly to this extension, No will not record calls for this extension. MAC Address 12 character MAC address of the telephone configured with this extension.
Strategy Priority Position Hold Ann. Whisper Allow VM Fast Pass Logoff Wrapup 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.
3. 4. 5. 6. 7. 8. 9. 10. 11. 12. 13. 14. 15. 16. 17. Click New Record at the bottom of the screen. The detail section will expand and allow you to configure the new extension group. Choose an extension group number. In the Name field enter the name that you would like to use to describe this extension group. Use the Mailbox setting to choose a mailbox for the extension group.
• • 3. Attach Voicemail - If set to Yes then a digitally recorded message will be sent to the email address provided in the Email Address field as a .wav file attachment. Auto Delete - If set to Yes then Evolution will automatically delete the voicemail after an email with the voicemail attached is sent to the user. If set to No then this feature is disabled. Click the Save button. Not all of the voicemail box fields are populated when the voicemail box is automatically created as part of a new extension.
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. Most confusion typically stems from details such as terminology differences between Evolution and individual providers (e.g. VoIP server versus proxy server versus SIP server, etc.). Go to the section below titled VoIP Trunks over Broadband for VoIP-Generic and named provider accounts like VoIP-CommPartners_IP.
‣ • • • • • Proxy Address - the domain name or IP address of your provider’s server. ‣ DTMF Mode - the Dual Tone Multi-Frequency (i.e. touch tone dialing) technology that your providers requires. The options are RFC2833, Inband, or Info. ‣ Caller ID Mode - If set to Account Evolution will send the Account ID as the outbound caller ID number (required by some providers).
options that you can choose from in 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 will provide all of the extensions that you have configured as options in the Location field. Also note that you must configure your extension, extension group, auto attendant, or custom routing rule before you can select it as an option in the Location field. 5. Click the Save button.
analog telephone lines provided by a local telephone service provider. Follow these steps to configure the TDM400P: 1. 2. 3. 4. 5. Follow the steps above in the section “PCI card physical installation” if your PCI card is not already physically installed in your Evolution server. Log in to the Evolution web interface. Click on the Resources tab and then click on the Phone Lines menu item. At the bottom of the screen is a drop-down menu titled Setup New Phone Lines. Select Analog-TDM400P.
‣ ‣ • • • • • 6. 7. 8.
Analog Trunks with Digium TDM2400P The Digium TDM2400P offers up to 24 analog ports. It has six slots for daughter modules. Each daughter module provides four analog ports. Start with slot six (FXO port 24) and work down if you are installing fewer than 24 analog ports. For example, if you have twelve FXO ports using three daughter modules the modules should be in slots 4 through six and you should use ports 12 through 24.
the same information provided for the Digium TDM400P but select AnalogA40000D rather than Analog-TDM400P. Otherwise the settings are the similar. Digital T-1 Lines with PCI Cards Evolution supports digital T-1 telephone lines using PCI cards. Each PCI card has a specific pre-configuration process to install the drivers for the card but afterwards configuration of each card type is similar.
5. The detail section will expand and allow you to configure the TE110P. Most of these settings configure how Evolution will handle incoming calls. Outbound call settings are configured by clicking the Call Routing tab and then clicking on the Outbound Dial Map menu item. Here is a description of each field: • PCI Slot - the PCI slot number refers to the first, second, third, or fourth TE110P that you may have installed in your system.
‣ • • Modify each route to reflect the trunk group number of the TE110P if you want that routes dial strings to be available under the TE110P’s Advanced Options list ‣ Click the Resources tab and then the Phone Lines menu item ‣ Click the pencil to edit your TE110P ‣ Check the Advanced Options checkbox and the dial strings will be displayed for you to edit as needed Desc. - text that will be prepended to the inbound caller ID field when a call is received on this number or line.
Digium TE120P, TE210P, TE220P, TE410P, 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 120, 220, and 420 are newer versions of the 110, 210, and 410). Follow the steps above in the section “PCI card physical installation” if your PCI card is not already physically installed in your Evolution server.
Announcements Announcements are played to callers either prompting them for information or giving them information. Announcements are referred to in Auto Attendants and Custom Routing Tables and must be referenced, recorded, and uploaded to Evolution. There are two methods to accomplish this: 1) through the Evolution web interface or 2) by dialing into the system from one of the extensions. Both methods are described below: Use the web interface 1.
9. Enter a description to help you remember the purpose and content of this announcement. 10. Click the Save button. Music on Hold Evolution PBX provides internal music on hold for audio played when a caller is placed on hold and as an option for Extension Groups while a caller waits to be answered. The audio files must be MP3 format. Note that you may also play recorded messages rather than music. Music on hold may be referred to as MOH.
Evolution will proceed to the next name alphabetically until the first name is found. • DialByLastName - allows a caller to input the first three letters of a person’s last name as assigned under the Caller ID Name of an extension and be connected directly to that extension. Evolution automatically assumes that the second word listed in the Caller ID Name field is the last name. If only one word is listed it will use that word as the last name. Evolution will read the letters of the matched name to the caller.
message that you select in the “After Hours Route Calls To” drop-down menu. • End Time - this is the time of the day that your standard message will stop playing. Thus the message that you select in the “After Hours Route Calls To” drop-down menu will begin playing at this time and end the next day at the start time that you set above. • After Hours Route Calls To - select the message that you want to play outside of the hours that you set as start time and end time. 10.
default installation of Evolution the dialed digits will match the pattern _XXXXXXX. By default _XXXXXXX belongs to the route LOCAL. The call will be sent to the Target of the route LOCAL. If the route LOCAL is set to VoIP Provider / Trunk Group and the Target Trunk Group 1 then the call will be sent to Trunk Group 1 (trunk groups are set under Resources > Phone Lines > your specific provider). If you have analog lines with a TDM400P card then Trunk Group 1 may refer to the TDM400P.
Insert a ‘w’ in front of the variable ${DIALED} to force a half-second pause before Evolution connects to the provider and sends the dialed (or translated) string. For example, ww ${DIALED} would force a one second delay before the call is attempted. Telephone Dial Strings SIP-based VoIP telephones have their own dial strings that impact when a call is sent to Evolution.
listen-only mode. To change to a different call dial a valid extension number on an active call and press pound (#) to connect to that extension’s call. *16 - Barge In and Talk - allows a user to connect to an already established call and listen and talk to the conversation. Dial *16. This will break into the most recent call in the system in listen and talk mode. To change to a different call dial a valid extension number on an active call and press pound (#) to connect to that extension’s call.
with another number starting with 701. This number may be used to retrieve the parked call. Dial 701 or the number that Evolution gave you when you parked the call. Hit the send button on your phone if required. You will be connected to the parked call and thus will have picked up the parked call. Custom Routing Rules Custom Routing Rules (also known as Custom Routing tables or CRTs) allow the administrator to create advanced call routing steps.
Storage settings for the automatic backups are modified on the Storage Settings screen: click the Administration tab and then the Storage Settings menu item. Global Settings The SIP global settings are parameters that all SIP devices connected to your Evolution server (or all devices of a particular type: Cisco, Polycom).
Evolution PBX License Key: Enter your Evolution PBX license key in this box. iView Interactive Operator License Key: Enter your iView license key in this box (optional, contact pbxsales@intuitivevoice.com to purchase a license). Storage Settings Log Storage: Number of days to retain log files. Evo Log Level: Defines the level of logging to be written to the Evolution log files. Each log level includes all the message types before it i.e. SQL log type includes entries of type SQL, Critical, and Warning.
UDP ports to allow remote extensions and VoIP service providers to function correctly. Please see the section Networking, Quality of Service, and Firewalls for more information about port forwarding. Local IP: the IP address for your Evolution Server on your Local Area Network. Local Network: displays and sets the local network address and subnet mask of the Local Area Network that your Evolution server resides on.
General Settings Admin Password: the admin password used to access the Evolution web interface. Security Level: controls what devices can retrieve config files from Evolution’s built in provisioning server. Normal - Allows devices on your local network and devices with the IP address as defined under the device configuration as (external IP). Tight - Allow only local network devices. Insecure - Allow any device. Time Zone: sets the time zone of the server.
automatic configuration is desired for remote devices (devices must be supported by Evolution as a specific device. See the section Phone Extensions for more information about specific devices). • 80 - TCP port 80 is used for standard web traffic (http). Forwarding port 80 allows access to the Evolution web interface. Intuitive Voice Technology uses this port for remote diagnostics and custom configuration requests.
SIP - Session Initiation Protocol - standardized telephony signaling protocol used by Evolution and most VoIP equipment. Softphone - VoIP telephone implemented as a computer software package. The eyeBeam softphone created by http://www.counterpath.com is an example of a softphone. T-1 - High speed, digital line that can be used to carry 23 or 24 telephone calls or can be used as a data connection with 1.544 Mbps bidirectional speed. Also referred to as a DS-1.
