Yeastar Certified Technician Training

Download as pdf or txt
Download as pdf or txt
You are on page 1of 152

YEASTAR CERTIFIED

TECHNICIAN TRAINING
PART 1 WHAT IS VOIP

Voice over IP (VoIP) is a methodology and group of technologies for the delivery of voice commnications and
multimedia sessions over Internet Protocol (IP) networks, such as the Internet. Other terms commonly associated
with VoIP are IP telephony, Internet telephony, broadband telephony, and broadband phone service.

Internet

PSTN
Trunk

SIP
Trunk
SIP Extensions
Analog Extensions
Hi I’m Jeff. I’m assigned to set a telephone system for a
company. So I’ll do a full system configuration today. Let’s
work together on this and learn about S-Series IPPBX along
the way.

Before anything, we need to choose a model for this


company, there are about 80 staff in the office. Well, let’s
see what choice do we have first.
PART 2 ABOUT S-SERIES IPPBX

Designed with the small and medium sized


enterprises in mind, supporting up to 50
users and built using the very latest
technology, the Yeastar S-Series delivers
exceptional cost savings, productivity and
efficiency improvements, delivering power,
performance, quality and peace of mind.

The all-new S-Series is engineered for the communications needs of today and tomorrow, and with the Yeastar unique modular design
future proofs your investment choice.
2.1 S-Series PBX line Introduction

S412 S20

• Users: 20 • Users: 20
• Concurrent Calls: 8 • Concurrent Calls: 10
• FXS/FXO Ports: 16 • FXS/FXO Ports: 4
• BRI Ports: 4 • BRI Ports: 4
• 2G/3G/4G Channel: 2 • 2G/3G/4G Channel: 1

S50

• Users: 50
• Concurrent Calls: 25
• FXS/FXO Ports: 8
• BRI Ports: 8
• 2G/3G/4G Channel: 4
Specifications

Specifications S412 S20 S50


Users 20 20 50
Max Concurrent call 8 10 25
Max FXS Ports 12 4 8
Max FXO/BRI Ports 4 4 8
Max Cellular Ports 2 1 4
Ethernet Interfaces 2 × 10/100 Mbps 2 × 10/100/1000 Mbps
VoIP Trunks 4 20 50
Protocol SIP (RFC3261)
Transport Protocol UDP, TCP, TLS, SRTP
G711(alaw/ulaw), G722, G726, G729A, GSM, Speex, ADPCM, iLBC, H263, H263P, H264,
Codec
MPEG4
Voicemail/Recording 5000 mins (expandable)
External Storage TF Card TF Card SD Card
S412

System
Power LED Port Status Indicator
LED
External View

Front Panel

WAN Indicator LAN Indicator

RJ11 Ports WAN LAN Reset


Internal View

Rear Panel

TF Card Power
S20

Power System Port Status Indicator


External View LED LED

Front Panel

WAN Indicator LAN Indicator

RJ11 Ports WAN LAN


Internal View

Rear Panel

TF Card Antenna
S50

Power LED Port Status Indicator

Front Panel

External View
System LED WAN LAN RJ11 Ports

Reset

Rear Panel

Internal View
Antenna Power
2.2 Modules Introduction
If you want to install a WCDMA SIM Card, LTE Module
is compatible.

Module O2 S2 SO GSM 4G LTE BRI


Types Module Module Module Module Module Module

Pictures

1 FXO
Ports 2 FXO 2 FXS 1 1 2 BRI
1 FXS

S412 √ √ X √ √ √

S20 √ √ √ √ √ √

S50 √ √ √ √ √ √
Digital Trunk

Based on Asterisk
GSM Trunk

Web GUI that can realize all


configuration to the telephone system

PSTN
Support PSTN, ISDN and Mobile trunk Trunk

SIP
Support SIP and Analog terminals Trunk
SIP Extensions

Analog Extensions
2.3 Hardware Installation
S20

Loosen the screws


to open up the case

Insert SIM cards


into GSM module

Install modules on Rotate the antenna


mother board into antenna socket
S50

Loosen the screws and remove the Insert modules on the motherboard
upper cover

Fasten the screw of antenna 4 antenna sockets are available on S50


Quick Question:
1. The company need 30 extensions for
employees.
2. They have 1 SIP trunk, 4 PSTN lines
and need one GSM trunk.

Which model should we choose for them?


And what modules and expansion card do they need?
Now we’ve chosen a suitable model for a
company, let’s get started!

Now, we’ll logon the Web GUI for the first time!
PART 3 BASIC CONFIGURATION
3.1 HTTPS

This is the first thing you will see after logon, on S-Series IPPBX we logon through HTTPs.
Https, simply, is a encrypted channel for secure communication over a computer network. It processes two
certificates for server and client to protect the privacy. Because Web GUI is not a public website, the web
browser will alert you, don’t hesitate, believe us, just go ahead and login.
3.2 Password and Account

When you log in PBX for the first time, S-Series IPPBX
will recommend you to change your initial password into
a stronger one.

Step If you want to change the password, you need to


input the old password and a new one, then retype it.
Also, you need to put in your email address to help you
find the password back if you forget it.
After the confirmation of the login security, we need
to configure the network settings for the LAN port
and WAN port so that your S-Series IPPBX will be
able to get connected to local and public network.
3.3 Network Settings LAN Port

Step 1 Setting Page


Step 2 System
Step 3 Network
Step 4 LAN port data settings

If you’d like to enable S-Series IPPBX as the DHCP server in your local network ( for auto provisioning
of IP Phones, or other devices) please remember to disable the DHCP server in other devices in the
same network, like your router or other SIP server.
WAN port

To enable the WAN port, you should choose the Dual Mode.
WAN port is disabled by default, you need to enable it before setting the WAN port. WAN port can also be used to
realize connection with local network, so DHCP server is available on WAN port. On Bridge mode, WAN port can be
used to connect your PC or other equipment in local network, in this mode LAN and WAN will be working as uplink
and downlink of switch.
1 DHCP (Dynamic Host Configuration Protocol):
It is a communications protocol that network administrators use to centrally
manage and automate the network configuration of devices attaching to an
IP network. With DHCP, computers request IP addresses and networking
parameters automatically from a DHCP server, reducing the need for a
network administrator or a user to configure these settings manually.

2 Static IP Address:
Static IP addresses are manually assigned to a computer by an
administrator. With it, computers own a permanent IP address to access
network.

3 PPPoE (Point-to-Point Protocol over Ethernet):


It is a network protocol sometimes used by broadband modems for DSL
Internet service. With it, computers access network with the residential
gateway through WAN ports without the setting of IP Address.
Then we’re going to configure default prompt for system
prompt. You can choose what language you like as the
default system prompt.
3.4 Update System Prompt
Step 1 Settings page
Step 2 PBX page
Step 3 Voice Prompts
Step 4 System Prompt Settings
Step 5 Upload a local file(System Prompt)
Step 6 Download Online Prompts
Step 7 Click Save and Apply

If your system has access to the Internet, you can easily download system prompts in
different languages. If not, you can download the prompt file that you need at
https://support.yeastar.com/hc/en-us/articles/115007216167-Yeastar-S-Series-System-
Prompt-Download-Link- and then upload it into IPPBX.
Usually, the default date and time of S-Series IPPBX
are appropriate for China.

So we need to define the local date and time. It is


necessary to apply time condition setting in call routing
and some other features.
3.5 Date and Time

S-Series IPPBX supports


Automatic Synchronize as
well as manual setting. Step
4, 5 and 6 indicate how to
set your time in the
Step 1 Setting Page
automatic mode. Step 7
Step 2 System Step 5 Choose your time zone
shows how to set it in the
Step 3 Set Date and time Step 6 Enable or disable the daylight saving time
manual mode.
Step 4 Define the URL of the NTP server Step 7 Manually put in the date and time
Quick Question:

1. The administrator of a company need to apply a stronger


password and connect it with his email to ensure the security
of their communication system.

2. The company prefers defining a local prompt as their system


prompt.

3. The head office of a company is located in UK, they should


change the date and time to fix the local situation.

What should the administrator do for the settings?


Hey guys! Now we’ve finished the basic settings for S-
Series IPPBX. But it’s just the first step of the whole
setting process. So let’s turn to configure the extension
to realize a basic communication.
3.6 Set Extensions

How to add new extensions

Step 1 Setting Page


Step 2 PBX
Step 3 Extensions
Step 4 Existent extension list
Step 5 Edit the extension
Step 6 Delete the extension
How to add a new extension

Step 1 Add new extension


Step 2 Set Type, extension number
and password of the extension
Step 3 Save the setting

In step 2, it’s recommended to set the same number for extension, name, caller ID and
register name. The original password is generated automatically by the system, you can
customize your own password. We recommend that you set a complex one to guarantee
the system security.
Step 4 Apply the setting

Please remember to ALWAYS click the orange Apply icon so that


the configuration will take effect.
• Concurrent Registrations

Note: The maximum number of Concurrent Registrations is 5, which means 5 devices at most can
share the same number. For example, the extension number 1000 not only can be used for the phone in
office, but also can be registered for the user’s mobile phone or the phone at home. If someone calls
1000, the phone in office, the phone at home, and the mobile phone will ring at the same time. Users will
not miss any call when they go out of office for business trip.
How to add bulk extensions

1
2
3
4

Step 1 Click to add bulk extension


Step 2 Define the protocol of those extensions
Step 3 Define the starting number of the group You can also add a bunch of
Step 4 Define how many extensions to be created extensions at the same time.
Step 5 Click Save to create the group of extensions
Step 6 Click Apply to confirm the configuration.
Please make sure that the extension number falls into the extension
number range set in S-Series IPPBX as shown in above picture.
Now we have created extensions, to make sure the telephone
system works, we need to finish up by registering terminal
equipment to created extensions, this way we can use those
equipment to make and receive calls through S-series IPPBX.

Then what kind of equipment can be used as terminal of S-


series IPPBX?
3.6.2 SIP treminals

extension

IP phones Linkus Linkus


Mobile Desktop

To register SIP based phones to extension accounts, there are 3 options


available, IP phones, Linkus Mobile APP, and Linkus Desktop Client (or 3rd
party softphones), 1 extension number can support 5 SIP equipment, so you
can have all those equipment on 1 extension number.
extension

IP phones Linkus Mobile Linkus Desktop

IP Phones Registration
Auto Provisioning IP phones

Step 1 Main menu Step 6 Assign extension number to selected phones


Step 2 Auto Provisioning according to MAC addresses
Step 3 Click Scan to renew the physically connected phones Step 7 Click Add when you are done
Step 4 Choose the phones you want to register Step 8 The registered extension will be shown in the list
Step 5 Choose the phone manufacturer and model Step 9 Click Save and Apply to confirm configuration
extension

IP phones Linkus Mobile Linkus Desktop

Linkus Configuration
Bring your extensions with you

What is Linkus Make and receive enterprise VoIP calls on your computer
and mobile phones while enjoying all the office extension
features. Also benefit from true one number reach and
have instant access to corporate and personal contacts.

Manage and control your calls

Transfer, hold, mute, and record a call to any phone


number or extension. You can also see missed calls,
check call history, voicemails and one-touch recordings

Consolidated collaboration

Your corporate directory displays your colleague’s


presence status. With just a few clicks, you can also
initiate a chat or group chat with your co-workers.
Seamlessly communicate with your CRM Contacts.
Linkus Configuration

Firstly, you should go to App Center, to


download Linkus APP
To avoid the insecurity and possible extra cost generated by port
forwarding and static public IP address, you can also enable
Linkus Cloud Service Pro (LCS Pro). Which requires no port
forwarding or public IP address, and at the same time, your mobile
or PC can interconnect with PBX through public wifi, mobile data,
or any other network.
Linkus Cloud Service Pro
Must-have for Remote Working for Yeastar S-Series VoIP PBX users

Connect remote workers via the secure tunnel

Get the remote working up and running within clicks

Enjoy the uninterrupted calling anywhere anytime

Register remote IP Phones to PBX New

Connect branch office PBXs New

New
Remove security issues for remote SIP access

42
Linkus Configuration

【1】

【2】

Step 1 Enable Linkus Server


Step 2 Enable Linkus Cloud Service Pro (New PBX owner can apply for 30 days free trial)
Send Registration Email

【2】
【3】

【1】

Step 1 Enable Linkus for extensions.


Step 2 Edit email template if necessary.
Step 3 Send Mail for registration.
Download the APP

For mobile client


For Desktop client
https://www.yeastar
.com/linkus-
download/
Register your Mobile phone or PC to Linkus

Step 1 Receive the registration mail from the extension E-mail.


Step 2 Scan the QR code with your Linkus Mobile to register your mobile client.
Step 3 Copy the Login Link and paste into your Linkus Desktop to register PC client.
3.6.3 Yeastar Native Contacts Feature

The Contacts feature provides


native Contacts management
for Yeastar PBX System and
allows admin to create a list of
Company Contacts that can
be shared with certain
members of the organization.
Individual extensions will also
be able to create and manage
Personal Contacts exclusive
to themselves.
What can Contacts feature do for users?

1 Easy-to-manage for PBX Admin


Create a shared phone directory of external contacts for the company
Control who can view and manage the Company Contacts
Save time and effort by importing and exporting contacts entries
Flexible Caller ID matching rules to associate contacts with calls

2 Convenient for Extension Users


Extensions users can create and manage their own contact entries
Display a known caller’s name on the screen of the IP phone when receiving an incoming call
Quick contact dialing via Linkus Mobile Client, support for Linkus Desktop Client
Sync Contacts among Linkus Mobile Client, Linkus Desktop Client *, IP Phone*
Company Contacts
Create Company Contacts
Manage User Privilege
View company contacts:
allows users to view all the company contacts
info, yet not to edit, delete or add the info.

Manage Company contacts:


allows users to view, edit, delete and add all the
contacts info.
Company Contacts on Extension 1

When user privilege is set as View Company Contacts only,


• Extension user can check all contacts through Linkus & Web
• Company Contacts is not editable for extension user
• Extension user will get contacts info displayed when Caller ID match has been enabled.
Company Contacts on Extension 2

When user privilege is set as Manage Company Contacts,


• Extension user can check all contacts through Linkus & Web
• Company Contacts is editable for extension user
• Extension user will get contacts info displayed when Caller ID match
has been enabled.
Personal Contacts

Each of the extension users can manage its personal contacts only
• Check all personal contacts through Linkus & Web
• Personal Contacts is editable & Synched on multi-terminals
• Personal Contacts is visible for every single user only
• Extension user will get contacts info displayed when Caller ID match has been enabled.
Caller ID Match
A company has 30 phones that need to be registered to extensions to
make phone calls. It’s inefficient to register them manually one by one. S-
Series IPPBX supports auto provisioning to help administrator save time.

Auto Provisioning makes it possible to register at the same time multiple


phones automatically instead of manually one by one.
After the registration of extension, S-Series IPPBX will
support internal interactions among users in office.

But to realize normal communication with people outside,


we need to set up trunk connection. So the next step is
to define trunk preferences!
3.7 Trunk Connection
3.7.1 Physical Trunks BRI trunk configuration
E1 trunk
configuration
BRI trunk configuration
BRI trunk configuration
E1 trunk
configuration
PSTN trunk configuration
PSTN trunk configuration
E1 trunk
configuration
PSTN trunk configuration
PSTN trunk configuration
E1 trunk
configuration
2G trunk configuration
2G trunk configuration
E1 trunk
configuration
3G trunk configuration
3G trunk configuration

E1 trunk
configuration
4G trunk configuration
4G trunk configuration

E1 trunk
configuration

Note : Find trunk configuration in PBX-> Trunk


IMPORTANT: Please contact your service provider to get correct parameters. Putting in wrong parameters will make it
impossible to use the trunk normally with your telephone system.
Apart from the physical trunks, S-Series IPPBX
also supports VoIP trunks for communication.
3.7.2 VoIP Trunks Add new register trunk

Usually if you are getting an


SIP Trunk from service
provider, we suggest that
you add a Register Trunk to
Step 1 PBX page Step 5 Choose a general template or ITSP register said trunk to S-
Step 2 Trunks Step 6 Put in parameters to set new VoIP trunk Series IPPBX. DO
Step 3 Add VoIP Trunk Step 7 Click Save and Apply to confirm a new VoIP Trunk REMEMBER to get correct
parameters from your
Step 4 Choose Register Trunk
service provider.
as trunk type
3.7.2 VoIP Trunks Add new service provider

Service Provider is usually


used to register other
devices like other SIP Server
or gateway to S-Series
IPPBX. So you have to put in
the right IP Address of said
Step 1 PBX page Step 4 Choose Peer Trunk as trunk type device.
Step 2 Trunks Step 5 Put in parameters to set new VoIP trunk
Step 3 Add VoIP Trunk Step 6 Click Save and Apply to confirm a new VoIP Trunk
3.7.2 VoIP Trunks Account Trunk

Account Trunk is usually


used to connect two S-Series
IPPBX deployed in two branch
offices. On one IPPBX, create
an account trunk as shown
above. On the other IPPBX,
create a register trunk with
Step 1 PBX page Step 4 Choose Account Trunk as trunk type parameters you have set in
Step 2 Trunks Step 5 Put in parameters to set new Account trunk the account. Once the
Step 3 Add VoIP Trunk Step 6 Click Save and Apply to confirm a new VoIP Trunk registration takes effect,
branch offices are connected.
Multisite Interconnect

【1】

【2】

【3】 Multisite Interconnect is a


function used to connect IPPBXs
in branch offices. Among all
IPPBXs, one plays the role of
headquarter and others are
branch offices. We need to
register all branch offices to the
headquarter while there’s no
need to connect every two branch
offices.
Step 1 PBX page
Note: One IPPBX can only be set as
Step 2 Multisite Interconnect one role.
Step 3 Choose Headquarter
Multisite Interconnect In Headquarter

Note: Extension number


range on each IPPBX
mustn’t be the same.

Step 7 Click Add Step 10 Set IP restriction


Step 8 Set a branch ID for a branch office Step 11 Click Save and Apply to
Step 9 Set the extension number length and format confirm configurations
Multisite Interconnect In Branch Office

Step 1 PBX page


Step 2 Call Control
Step 3 Choose Branch Office
Multisite Interconnect In Branch Office

Step 4 Click Add


Step 5 Enter the static public IP of the IPPBX in central office
Step 6 Enter Branch ID and password offered by headquarter
Step 7 Click Save and apply to confirm configuration
The configurations of trunks are basic steps of external
communication settings. Now we need outbound routes
for calling out and inbound routes for receiving calls from
people outside.
Before we add outbound routes, please
configure Time Conditions firstly to design a
timetable for the office. It is really necessary to
set time conditions as we need to define
outbound routes according to the office schedule.
3.8 Time Conditions

Account Trunk is usually


used to connect two S-Series
IPPBX deployed in two branch
offices. On one IPPBX, create
an account trunk as shown
above. On the other IPPBX,
create a register trunk with
Step 1 PBX page parameters you have set in
Step 2 Call Control the account. Once the
Step 3 Time Conditions registration takes effect,
Step 4 Choose Time Conditions and add timetable branch offices are connected.
3.8 Time Conditions

Account Trunk is usually


used to connect two S-Series
IPPBX deployed in two branch
offices. On one IPPBX, create
an account trunk as shown
above. On the other IPPBX,
Step 5 Put in parameters to add business hour. create a register trunk with
parameters you have set in
Step 6 Enable Advanced Options if you need to set an exact date. the account. Once the
Step 7 Click Save and Apply to confirm the configuration. registration takes effect,
branch offices are connected.
3.9 Outbound Call

phone
number

Input numbers—The numbers


Match dialed through phones
Match dial Pattern — Special
the Dial Transform characters have special meanings
pattern digits Transform digits—Copy input
number, drop some digits from the
number, or add some digits to the
number
Send to destinations—Send to
Send to
Check the different trunks/branch offices
destination
next route
trunk
Outbound call rule

Account Trunk is usually


used to connect two S-Series
IPPBX deployed in two branch
offices. On one IPPBX, create
an account trunk as shown
Step 1 PBX page Step 6 Select the available trunks above. On the other IPPBX,
Step 2 Call Control Step 7 create a available
Click the second arrow to add chosen register trunk with
trunks
Step 3 Outbound Routes as selected trunks in this rule, or click the top arrow to select all.in
parameters you have set
the account. Once the
Step 4 Add a new outbound route registration takes effect,
Step 5 Set a route name branch offices are connected.
Remember to click APPLY to
confirm the configuration.
Configure the Outbound call
route to define how you like
to send out phone calls. Once
applied, all the phone calls
made by selected extensions
Step 10 Choose the appropriate will be sent through selected
Step 8 Select available extensions trunks. If Office Hour is
time condition
Step 9 Click the second arrow to add the selected
Step 11 Click Save to finish setting enabled, this route is only
extensions as available extensions, or click the top
outbound call route. available during business hour
arrow to select all.
as we set in part 7.1.2.
After setting outbound call rules, defined extensions can call out
through specific trunks according to outbound rules.

But to realize a more convenient way of dialing, we can define a


dial pattern for a specific outbound call rule so that only numbers
dialed by extensions that match the pattern can be sent out.
3.10 Dial Pattern

Account Trunk is usually


used to connect two S-Series
IPPBX deployed in two branch
offices. On one IPPBX, create
an account trunk as shown
above. On the other IPPBX,
create a register trunk with
parameters you have set in
the account. Once the
registration takes effect,
branch offices are connected.
3.10 Dial Pattern

Account Trunk is usually


used to connect two S-Series
IPPBX deployed in two branch
offices. On one IPPBX, create
an account trunk as shown
above. On the other IPPBX,
Step 1 Outbound Routes create a register trunk with
parameters you have set in
Step 2 Add Outbound Routes the account. Once the
Step 3 Dial Pattern; Strip; Prepend registration takes effect,
Step 4 Click Save to confirm configuration branch offices are connected.
After the configuration of outbound routes, extensions in offices could
call out.

But to establish a complete communication system. We should add


inbound routes to define how to deal with external calling.
3.11 Inbound Call

Input Mobile Yes Give Dial Tone


Extension

No
No Match Go to holiday
Check Next Match Yes
Resource destination
rules Holiday
trunk?
Yes No
Match
Match Yes Go to configured
No Business
DID/CID destination
hours

Yes No

Yes Go to
Reject the Is it in the
non-office
call blacklist
destination
Inbound call rule

Account Trunk is usually


used to connect two S-Series
IPPBX deployed in two branch
offices. On one IPPBX, create
an account trunk as shown
Step 1 PBX page Step 6 Select the available trunks above. On the other IPPBX,
Step 2 Call Control Step 7 create a available
Click the second arrow to add chosen register trunk with
trunks
Step 3 Inbound Routes as selected trunks in this rule, or click the top arrow to select all.in
parameters you have set
the account. Once the
Step 4 Add inbound route registration takes effect,
Step 5 Set a route name branch offices are connected.
Remember to click APPLY to
confirm the configuration.
Configure the Inbound call route
to define how you like to receive
phone calls. Once applied, all
the phone calls received by
Step 8 Decide whether to enable an office hour timetable, and define selected trunk will be sent to the
the corresponding destination accordingly. configured destination
according to the Office Hour.
Step 9 Click Save to finish setting the inbound route
Now we’ve finished the settings of inbound routes, then extensions in the office
could receive external calls successfully. If the company wants an audio
attendant to guide external callers to specific, we can confirm preferences in IVR.

IVR (Interactive Voice Response) interacts with callers through dialogue so that
they can go to the desired destinations by following the guidance. Let’s see how
to make it work.
3.12 IVR

Play IVR
prompt and
wait for key

Key Yes Valid No


Press? key?

No
Reach Yes
No Repea
t
count? Key event
Yes destination
Wait for
Key time
out

Step 1 PBX page Time out Invalid


destination destination
Step 2 Call Features
Step 3 IVR
Step 4 Add IVR
3.12 IVR

Step 5 Basic settings


Step 6 Put in the extension number dialed to reach this IVR
Step 7 Give a brief name to this IVR
Step 8 Choose custom prompt
Step 9 Key press Event
Step 10 Assign certain destination to different keys
Step 11 Click Save and Apply to confirm the configuration
The IVR number setting should match the IVR range in General Preference, as shown in the
below picture. Once you enable Direct Dial, a caller can directly dial the extension number to
reach corresponding extension. Prompt can be customized by users, we will show you how to
set prompt later.
Quick Question:

1. A company has 30 IP phones to be registered, the administrator want quick registration to save time.

2. A company has 1 GSM trunk and 4 PSTN trunks. What’s more, they want to register a SIP trunk to its
service provider.

3. The business time in a company is Monday to Friday, 9:00-12:00, 14:00-18:00.

4. A company wants to enable the SIP trunk in specific outbound route for extension 1000-1030 and enable
PSTN trunks in an inbound route for extension 1031-1040.

What can the administrator do to set up an appropriate and efficient communication system
for the company?
After the above settings, a company has set up a common telephone system
basically. They can use IP phones for internal or external callings of business.

However, to create a better and more convenient communication environment,


we should do some advanced settings for the company.
There are several departments with precise responsibilities in
a company. In most cases, some of them may communicate
with their customers by phone. So it is necessary to direct calls
according to departmental function. We can set Ring Group to
realize that.
PART 4 BASIC MANAGEMENT OF S-SERIES IPPBX
4.1 Ring Groups

A group of extensions are collected


together as a ring group by
administrator. So any call that
Step 1 PBX page Step 4 Click to add Ring Group matches the routing condition will
Step 2 Call Features Step 5 Define name and number of ring group be accessible for all members in
Step 3 Ring Group the ring group.
Step 9 Set destination to deal with incoming calls if all members fail to answer those calls
Step 10 Click Save and Apply to confirm the configuration
The extension number should also match setting in general preference
4.2 Call Parking Create queues for call parking

Call parking allows


extensions to put callers
in waiting while dealing
Step 1 PBX Page Step 5 Define name and number to the new queue with other callers, instead
Step 2 Call Features Step 6 Set basic configuration of the queue of hanging up the call.
Step 3 Queues Step 7 Assign extensions as agents of the queue
Step 4 Add queues
Remember that the
queue number must
Step 8 Caller Experience Settings Step 11 Periodic Announcement match the setting in
Step 9 Caller Settings Step 12 Click Save and Apply to confirm
Step 10 Caller Position Announcement
preference.
configuration
Create inbound routes for Queue

Step 1 Call Control


Step 2 Inbound Routes
Step 3 Choose the trunks for queues
Step 4 Choose the queue in destination
Step 5 Click Save to confirm the configuration
Manually park a call

Step 1 Caller Features


Step 2 Add Ring Group
Step 3 Choose the queue in failover destination
Step 4 Click Save to confirm the configuration
For internal communication, S-Series IPPBX also
support Paging Group to make an announcement over
the speakerphone to a phone or group of phones.
4.3 Paging Group

Paging group number must


be set within the range
defined in General
Preference as shown in the
picture above. Paging group
is mainly used as a way to
broadcast announcement.
Once calling up the paging
group extension, all
extensions in the group will
hear the broadcast from the
Step 1 PBX Page Step 5 Define name and number to the paging group sponsor of telephone. If
enabling 2-way Intercom, all
Step 2 Call Features Step 6 Decide Paging Type and whether to enable
users can talk and be heard
Step 3 Paging/Intercom “*Answer” by all.
Step 4 Click to add paging group Step 7 Add extension into paging group.
Step8 Click save to confirm configuration
Paging Group Number Extension Range
Just talked to the company manager, she hopes that she is able to hear
the conversation while sales team made phone call…Good thing is, S-
Series IPPBX can do that with Monitor function.

Monitor mode allows a supervisor extension to hear the conversation


taking place within the same telephone system.
4.4 Monitor Mode

Only authorized extension will


be spied. There are 3 monitor
modes, Listen, Whisper and
Barge-in. In Listen mode, the
supervisor extension can only
hear the conversation. In
Whisper mode, the supervisor
extension can speak to the
internal party while the
conversation between them
won’t be heard by the external
Step 1 PBX Page Step 5 Choose to allow being monitored party. Barge-in mode allow
Step 2 Extension settings Step 6 Choose Monitor mode supervisor extension to speak
Step 3 Add a new extension Step 7 Click Save. to both sides. If you choose
Step 4 Features Extensive mode, all 3 modes
will be allowed.
In order to simplify some complex phone numbers that the
company always use, S-Series IPPBX supports the speed dial
to turn the original phone number to a simple code, so that it
could be dialed out in an easy way.
4.5 Speed Dial

Only authorized extension will


be spied. There are 3 monitor
modes, Listen, Whisper and
Barge-in. In Listen mode, the
supervisor extension can only
hear the conversation. In
Whisper mode, the supervisor
extension can speak to the
internal party while the
conversation between them
won’t be heard by the external
Step 1 PBX Page Step 5 Set speed dial code and the destination number party. Barge-in mode allow
Step 2 Call Features Step 6 Click Save and Apply to confirm the configuration supervisor extension to speak
Step 3 Speed Dial Settings Step 7 The prefix of speed dial to both sides. If you choose
Step 4 Click add to create speed dial Extensive mode, all 3 modes
will be allowed.
To help clients to save the cost of external caller, the
administrator of a company can set call back. Once the
specific number that you have defined in the call back rules
calls in, S-Series IPPBX will hang out automatically and call
back through the chosen trunk immediately.
4.6 CallBack

Call back rules are rules for


sending out the call. The
rules have nothing to do with
dial pattern set in outbound
rules, but need to be set
according to actual cases.
For example, if the caller ID
of the external number is
05925503399 and we need
Step 1 PBX Page Step 5 Set speed dial code and the destination number
Step 2 Call Features Step 6 Click Save and Apply to confirm the configuration
to drop 0592 when calling
Step 3 Speed Dial Settings Step 7 The prefix of speed dial back, we can enter value 4 in
Step 4 Click add to create speed dial Strip.
It is common to see that a company uses facsimile
equipment to fax some documents to their
customers. To realize that via S-Series IPPBX, we
need to set up the FAX settings.
4.7 Send and receive fax via VoIP trunk

T.38 must be enabled so that


this route will be used to
send Fax

Step 1 PBX Page Step 4 Advanced Settings


Step 2 Trunks Step 5 Enable T.38 Support first.
Step 3 Click to add new VoIP trunk Step 6 Click Save and apply to confirm all the changes.
or edit an existing one
Send FAX

Step 1 PBX Page


Step 2 Call Control
Step 3 Outbound Routes
Step 4 Put in the Route Name
Step 5 Choose the trunk for Fax
Send FAX

Step 6 Choose the Fax extension


Step 7 Choose the appropriate time condition
Step 8 Click Save to confirm the new outbound route.
Receive FAX

Step 1 PBX Page Step 5 Choose the trunk used to receive fax
Step 2 Call Control Step 6 Enable Fax Detection and set destination as the fax extension
Step 3 Inbound Routes Step 7 Click Save and Apply to confirm the configuration
Step 4 Put in the Route Name
S-Series IPPBX supports GSM modules, user
can make phone calls through SIM card. We can
also use the SMS function that comes with SIM
card, that is, our SMS to Email and Email to
SMS functions.
4.8 SMS to Email and Email to SMS

SMS

Send a mail to PBX Set in PBX:


• POP3 server
• SMTP server
PBX send to your
mail box
Your own
mail box
SMS to email

Step 1 PBX page Step 5 Click to add email list


Step 2 Call Features Step 6 Put in email address to receive message
Step 3 SMS Settings Step 7 Click Save and Apply to confirm all configurations
Step 4 Click to enable SMS to Email
Email to SMS

Step 1 PBX page Step 5 Define email interval


Step 2 Call Features Step 6 Put in Access code
Step 3 SMS Settings Step 7 Click Save and Apply to confirm all configurations
Step 4 Enable country code if needed
Besides the system prompt, there are two more kinds of
prompts you should confirm: music on hold and
custom prompt. Music on hold is played when callers
were put on hold; Custom prompt is customized prompt
played to callers under certain occasions according to
our settings.
4.9 Voice Prompts
Upload your own music on hold
4.9.1 Music on Hold

T.38 must be enabled so that


this route will be used to
send Fax

Step 1 PBX Page Step 4 Click to Create an audio playlist


Step 2 Voice Prompts Step 5 The Prompt will be shown in the list.
Step 3 Music on Hold Prompts
4.9.2 Custom Prompt

If choosing to upload a
prompt, you can directly
upload
T.38 must bean audio
enabled file
so that
located
this in bethe
route will usedlocal
to
send Fax
computer.

Step 1 PBX Page Step 4 If you have recorded your prompt already, you can directly upload
Step 2 Voice Prompts the file from your computer into PBX.
Step 3 Custom Prompts Step 5 You can also use S-Series IPPBX system to record your prompt
Step 6 All recording files will be shown in the list.
4.9.3 Record a Prompt

Once deciding which extension


to use,
T.38click
must Record
be enabledtosotrigger
that
the recording.
this route The system
will be used to will
send Fax
make a call to that extension.
Pick up to answer the call and
Step 1 Define the name of recording file. once hear an indication, you can
Step 2 Decide which extension to use to record the prompt speak to record the prompt.
Step 3 Click to record
The administrator of S-Series IPPBX has permissions to
configure all settings. At the same time, he can authorize
specific permissions to common users. After the authorization,
users can log in the S-Series IPPBX via their own accounts to
do other allowed configuration besides to check their
voicemail, recording.
4.10 User Permission

S-Series IPPBX offers 2 types


of accounts: administrator and
custom with different
authorities to get access to the
administration and control of S-
Series IPPBX. “Administrator”
has the highest authority and
can realize all administration
including managing all accounts.
While users as “Custom” can
only check or modify some
Step 1 System Page Step 5 Definite a role to set privileges that can be
privileges that administrator has
Step 2 Click User Permission granted to users.
set specifically for them. The
Step 3 Add an account Step 6 Set up the specific privileges to the user.
default user name and
Step 4 Choose a user to grant privilege Step 7 Click Save and Apply to confirm the new user.
password is their extension
number.
Quick Question:

1. A sales apartment has 20 staffs. The administrator wants to assign their extensions 1050-
1070 into a group so that all calls can be dealt with even if some members are busy.

2. The marketing manager wants to announce something to extension 1000 to 1005 at the
same time through paging.

3. The sales manager wants to spy extension 1060 and he only want to hear the conversation
between two parties in the conversation.

4. The administrator authorizes extension 1000 to configure the PBX settings.

What should the administrator do to realize the above situations?


4.11 Conference Panel

Conference call is an in-demand function, but users


have to initiate and manage their conference call by
dialing features code. S-Series PBX also offers a totally
graphical conference managing module. So you can
handle conference call directly in the Web GUI. Now
let’s set a meeting room and try to configure this
meeting room with our conference panel.
Creating meeting room

Step 1 PBX page


Step 2 Call Features
Step 3 Conference
Step 4 Click add to create conference
Creating meeting room

Step 5 Conference number Step 9 Choose sound prompt played to users when they log in to meeting room
Step 6 Set conference name Step 10 Set moderator password
Step 7 Set Password for participants Step 11 Choose moderators
Step 8 Set Conference Mode Step 12 Click Save and apply to confirm all changes
Creating meeting room

In Step 7, any extension


dial participants
password will join in the
conference as a
participant.
In step 10, any
extension dial moderator
password will join in the
conference as a
moderator.
Set Conference Contacts

Step 1 Main menu


Step 2 Choose Conference panel
Step 3 Click Conference Contacts
Step 4 Click Add to add new contact list
Set Conference Contacts

Step 1 Set group name


Step 2 Set contacts list member
Step 3 Click add to add contact.
Set Conference Contacts

Step 1 Click Conference list


Step 2 Click Operation on the meeting room
Set Conference Contacts

Step 3 Click Open Contacts


Step 4 Choose the contact list saved in the system
Set Conference Contacts

Step 5 Click Add to add other contacts into the meeting


Step 6 Choose an extension
Set Conference Contacts

Step 6 Choose contacts that you want to involve in this meeting


Step 7 Click Invited Selected to invite selected number
Hi, guys! We’ve finished some advanced settings for S-
Series IPPBX so that the communication system in a
company can work definitely well.

Besides the settings to improve the communication system,


we should also focus on the maintenance of S-Series IPPBX.
So now let’s know something important parts of
Maintenance.
PART 5 BASIC MAINTENANCE
5.1 Network You can set one computer in the same local network as
Drive the device to store back up recording and voicemail.

Step 1 Settings
Step 2 System Page
Step 3 Storage
Adding Network Drive

Once you configure


auto detection, the
system will
automatically detect
from Yeastar server to
download the prompt
file of the chosen
Step 1 Give a name to this network drive Step 5 Put in the login username of the computer
Step 2 Put in IP address of the assigned computer Step 6 Put in the login password of the computer language.
Step 3 Input the name of work group if you have set one Step 7 Click Save and Apply to confirm the configuration.
Step 4 The name of shared file
5.2 Back up and Restore

Click Backup to create


backup file of S-Series
IPPBX.
T.38 must beIfenabled
you havesobackup
that
file on your local computer
this route will be used to
you can also click Upload
send Fax
to upload the file from your
computer. Also the existing
backup can be downloaded
Step 1 Maintenance Page Step 4 Download the backup file to computer.
Step 2 Backup and Restore Step 5 Upload the backup files.
Step 3 Create New Backup Step 6 Restore or delete the backup files.
5.3 Firmware upgrade
5.3.1 HTTP MODE

In HTTP mode, you can


directly download the
firmware upgrade from
T.38 Yeastar
must bewebsite
enabled by so that in
putting
this the
route
HTTP willURL.
be If used
checkingto
sendReset
Fax Configuration
Factory Defaults, the
Step 4 Choose HTTP Server Upgrade Mode system will be reset to
Step 1 Maintenance Page
Step 5 Put in HTTP URL to download new firmware default configuration after
Step 2 Upgrade
Step 6 Click Save to start upgrade upgrade.
Step 3 Choose whether to enable Reset
5.3.2 TFTP MODE

In TFTP mode, you can


directly download the
firmware from a local
T.38 must be enabled so that
TFTP server. If checking
this route will be used to
Reset Configuration
send Fax
Factory Defaults, the
system will be reset to
Step 4 Choose TFTP Mode default configuration after
Step 1 Maintenance Page Step 5 Put in the TFTP Server address and upgrade.
Step 2 Upgrade define the file name
Step 3 Choose whether to enable Reset Step 6 Click Save to start upgrade
5.3.3 Upgrade via local files

In TFTP mode, you can


directly download the
firmware from a local
T.38 must be enabled so that
TFTP server. If checking
this route will be used to
Reset Configuration
send Fax
Factory Defaults, the
system will be reset to
Step 1 Maintenance Page Step 4 Choose Browsing File default configuration after
Step 2 Upgrade Step 5 Browse the file and upload it upgrade.
Step 3 Choose whether to enable Reset into IPPBX
Step 6 Click Save to start upgrade
5.4 Ethernet Capture Tool

In TFTP mode, you can


directly download the
firmware from a local
T.38 must be enabled so that
TFTP server. If checking
this route will be used to
Reset Configuration
send Fax
Factory Defaults, the
system will be reset to
Step 1 Maintenance Page default configuration after
Step 2 Troubleshooting upgrade.
Step 3 Ethernet Capture Tool
Step 4 Put in the IP address, Port
Step 5 Click Start to run the tool
5.5 Port Monitor Tool

The IVR number setting should match the IVR range in General Preference, as shown in the
below picture. Once you enable Direct Dial, a caller can directly dial the extension number to
reach corresponding extension. Prompt can be customized by users, we will show you how to
set prompt later.
5.6 Features Code

Step 1 Settings
Step 2 PBX
Step 3 General
Step 4 Feature Code
Even though S-Series IPPBX offers stable
performance with high quality, in case there is a
mathematical possibility of system breakdown, we
need to come up with a solution.
We have hot standby as a good solution. Now let’s
take a few minutes to see how it works.
5.7 Hot Standby
Primary System Secondary System
192.168.28.10 192.168.28.11

Virtual IP
192.168.28.6

1. Have two pieces of exactly same


equipment with the same model, the
same hardware and firmware version,
LAN the same modules installed in the same
slots.
T.38 must be enabled so that
this route will be used to
2. Link the Fax
send two PBX in the same local
network, one set as main server and the
other as backup server.

3. If main server breaks down, backup


server will detect the situation and
automatically take control.
Set primary server

• If you set this equipment


as primary server, you’ll
need to put in the IP
address of the secondary
server. You can set any
access code you want.
• In virtual IP address we
suggest you set an
Step 1 Settings page unoccupied local IP
Step 2 System address, and in Network
Step 3 Hot standby Connection Detection set
Step 4 Enable Hot standby and choose primary mode the gateway of local IP
Step 5 Put in Server information address.
Set secondary server

• Set the PBX as secondary


server, then put in the IP
address of the primary
server. In access code you
need to set the same code
as primary server.
• Set same virtual IP address
as the primary server.
Firstly, open Web GUI of secondary PBX • In keep alive we suggest
Step 1 Enable Hot standby and choose secondary mode you keep the default settings.
Step 2 Put in Server information
Now we’ve finished the full system configuration for a company. I hope that
you can learn something about the configuration of S-Series VoIP PBX.

Thank You!

You might also like