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Poltys CA Conference Bridge Module Training Presentation.

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Presentation on theme: "Poltys CA Conference Bridge Module Training Presentation."— Presentation transcript:

1 Poltys CA Conference Bridge Module Training Presentation

2 Benefits TDE, NCP and NS1000 series PBX 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

3 Conf Bridge Module – Presentation Content OverviewUpgradingFeaturesConfiguration TDE, NCP and NS1000 series PBX CA + TDE/NCP/NS1000

4 OVERVIEW Chapter 1

5 Overview TDE, NCP and NS1000 series PBX 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

6 Use Case – PBX mode Conference External/Internal Callers Meet-me/Dial Out Integrated with Microsoft Outlook 2010 scheduler SIP CA + TDE/NCP/NS1000 Poltys Conference Bridge Appliance Outside Conference Participant Outside Conference Participant Outside Conference Participant Outside Conference Participant Outside Conference Participant Outside Conference Participant Connects internal and outside participants in multi-party voice conferences ed - Pay messa ge No Answ er – Retry later Agent CA Client Call Every Entry in the List Call answ ered - Pay messa ge No Agent CA Client Poltys Appliance acts as 3'rd party SIP Extensions

7 Use Case – CA Server mode Conference External/Internal Callers Meet-me/Dial Out Integrated with Microsoft Outlook 2010 scheduler SIP Poltys Conference Bridge Appliance Outside Conference Participant Outside Conference Participant Outside Conference Participant Outside Conference Participant Outside Conference Participant Outside Conference Participant Connects internal and outside participants in multi-party voice conferences ed - Pay messa ge No Answ er – Retry later Agent CA Client Call Every Entry in the List Call answ ered - Pay messa ge No Agent CA Client Poltys Appliance acts as 3'rd party SIP Extensions NCP/TDE/NS1000 CA Server

8 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 ApplianceSpecificationsSample ImagesPorts Micro Chassis Intel D2700MUD 2.13 GHz Dual Core Atom D2700, 2GB RAM, 60GB SSD Drive Appliance dimensions: 9 x 8 x 2.5 Packed: 13 x 11 x 4.5 Packed Weight: 6lb Max 20 Participants Low profile 1U, 19 Rackmount Quad Core 3.2 GHz I7, 4GB RAM, 250GB enterprise level HDD, X8STi Supermicro motherboard, Low profile 1U, 19 rack mount chassis Appliance dimensions: 19 x 15 x 3.5 Packed: 22 x 19 x 7 Packed Weight: 16lb Max 100 Participants Poltys Appliance acts as 3'rd party SIP Extensions

9 CONFIGURATION Section 2

10 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) Select 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.

11 Configuring Panasonic IP-PBX (2) Select a Registration mode for Poltys appliance (Third Party SIP Extensions) Select Manual Mode on Web-MC. (Setup -> PBX Configuration -> 1.1 Slot -> Site Property -> Main Tab ) 1. Select Manual

12 Configuring Panasonic IP-PBX 1. Configure a compact range of SIP extensions. (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 ) 2. Click on Apply button for changes to take effect. The Password should be 1234

13 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.

14 Configuring Panasonic IP-PBX 1. Create Incoming Call Distribution Group for Auto Attendant. 2. Set the Distribution Method to Priority Hunting or UCD. 3. Add member list. Conference Bridge does not work if the Distribution Method is set to Ring. (6) Incoming Call Distribution Group Settings To use Conference Bridge, group the SIP extensions (Poltys Appliance) into an ICD Group. (Setup -> PBX Configuration -> Group Settings ) Then, set the FEN of the ICD group as the destination for Conference Bridge (Meet-Me) Calls.

15 Connect The Poltys Appliance Connect the Poltys Appliance to the keyboard/mouse and network and power the system up LAN Switch (same network as the PBX) USB Keyboard/Mouse

16 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

17 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

18 Login to the Management Console Login to Conference Bridge Management Console using user password provided by Poltys 1. Click on Login button. 3. Click on Login button. 2. Enter Password.

19 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. Click on Select Network Interface button. 3. Write down the MAC Address for DHCP configuration. 2. Write down the IP Address for further reference.

20 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. Click on Install JRE button. 2. Install the latest Java SE Runtime Environment.

21 Install Java Runtime Environment 1. Click on Setup JRE button. 2. Click on Run button. IF PC IS NOT CONNECTED TO INTERNET Select Setup JRE if PC not is connected to the internet

22 Start the Management Console Push the Start Management Console Button 2. Enter User Credentials. 1. Click on Start Management Console button. 3. Click on OK button.

23 Configure Conf Bridge SIP Connections The Poltys Conference Bridge Appliance needs to connect to Panasonic IP-PBX SIP extensions 1. Click on Setup Configuration… section. 3. Click on Add button. 3. Fill in Phone Name, Host Name, User Name, and Password according to the Panasonic IP-PBX extension settings. 4. Click on OK button. You need to define as many SIP Connections as the maximum number of participants you want to have in conference 5. Click on Save Settings button. 2. Click on CB to PBX Connections item. 3. The Password should be set to 1234.

24 Configure Users CA Conference Bridge Module connects to the Poltys Appliance using a specific user. Create the user. 2. Click on Add button. 3. Fill in User Credentials and write them down for further reference. 4. Click on Save Settings button. 1. Click on Setup Configuration… section. 2. Click on Global Settings item.

25 UPGRADING Section 3

26 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

27 Login to the Management Console Login to Conference Bridge Management Console using user password provided by Poltys 1. Click on Login button. 3. Click on Login button. 2. Enter Password.

28 Relicensing 1. Click on License Setup button. 2. Select all text in License SAK (Server Authentication Key) field by pressing Ctrl+A simultaneously or by using mouse selection. Copy/ Paste the License SAK to an message, add the Customer Name, Customer Company and PO Number to the message and send it to 2. Copy the License SAK to the Windows clipboard by pressing Ctrl+C simultaneously.

29 Relicensing 2. Click on Update button. 1. Paste the License Key by pressing Ctrl+V simultaneously. You will receive the new License Key from Poltys by shortly. Copy/ paste the new License Key received and click on Update button. 3. The License Status field displays the new number of licensed channels.

30 FEATURES Section 4

31 Start the Conference Bridge Module Conference Bridge Module is launched by clicking on ACD Report button in CA Supervisor or CA Pro. 1. Click on ACD Report button.

32 Select GUI Language Conference Bridge Module lets the customer to select his/ her GUI language of choice. 2. Select Language menu option. 1. Click on File menu option. 4. Select language. 5. Click on OK button and restart application. 3. Click on drop- down list button.

33 Connect CA to Conference Bridge Appliance CA Conference Bridge Module must be connected to the Poltys Conference Bridge Appliance 2. Select Conference Setup menu option. 1. Click on Settings menu option. 3. Set the IP address of the Poltys Appliance. 4. Set the User Credentials. 6. Click on OK button. 5. Click on Check access button to verify connection.

34 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 1. Click on Add button. 2. Enter Room name and number. 3. Modify Owner and Attendee PINs if needed. 4. Click on OK button.

35 Dial Out Conference - Add Participants Add Participants 2. Click on Add button. 1. Select Room. 3. Enter Name and Enter Phone and Cell numbers. 5. Click on OK button.

36 Start Dial Out Conference 2. Click on Start conference button. 1. Select Room. 3. Monitor the conference status.

37 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

38 Meet-me Conference Start Conference Bridge Management Console 2. Enter User Credentials. 1. Click on Start Management Console button. 3. Click on OK button.

39 Meet-me Conference Add Meet-Me Room 1. Select Meet-Me rooms section in the Available Settings window. 2. Click on Add button. 3. Enter Room Name and Number. 4. Enter Room Owner and Attendee PIN. 5. Click on OK button. 6. Click on Save Settings button.

40 Meet-me Conference Configure Meet-Me Room in CA Conference Bridge Module. 2. Select Conference Setup menu option. 1. Click on Settings menu option. 4. Set My Room Number to be equal to the Meet-Me Room number predefined using Conference Bridge Management Console. 6. Click on OK button.

41 Meet-me Conference Switch to Meet-Me panel. 1. Click on Meet Me tab.

42 Meet-me Conference Change Calendar View mode. 3. Select Month View option. 1. Right click on the calendar area. 2. Select Change View To option.

43 Meet-me Conference Schedule Meet-Me Conference. 1. Click on schedule day. 2. Right click on day area and select New Appointment option. 7. Change recurrence. 3. Enter subject. 4. Change start/ stop hours. 5. Add owner and participants. 6. Click on Recurrence button. 8. Click on OK button.

44 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 Settings button from Poltys Add-in. 2. Set the IP address of the Poltys Appliance. 3. Set the User Credentials. 6. Click on OK button. 7. Click on Check access button to verify connection. 4. Set Meet-Me Room number. 5. Set access numbers.

45 Meet-me Conference Schedule from Outlook Schedule Meet-Me conference from Outlook 1. Click on Add Conference button from Poltys Add-in. 2. Add participants and meeting subject. 3. Select date and time. 6. Change recurrence. 4. Click on Add Conference Info button. 5. Add any text information. 7. Click on Send button.

46 Meet-me Conference Every Meet-Me participants will receive a meeting invitation to conference by .

47 Thank You


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