Extensions IntellaPhone Setup Instructions First: Choose Extension or Create New 1) Locate Extensions, and then find the Extension to set as a SoftPhone  or 2) Use the 'New Extension' button Locate Create New Next: Set CallerID Name and Phone Make/Model 1) Set CallerID name 2) Enable Voicemail (optional) 3) Set Email Address (optional, for voicemail) 4) Set Phone Make: IntellaPhone 5) Set Phone Model: IntellaPhone PC Second Step: Send the Invitation Email Third Step: Wait for Email to be Sent.  This may take 30 seconds or more. Fourth Step:The user will receive an email that looks like the following The above link is purely an example.  It is important to use the exact link that was sent in the email in order to proceed to the next step. Fifth Step: The user will visit the URL in the email and install the application Once installed, the user will then copy and paste the Username and Password into the matching fields of the application logon 1) Download and install the IntellaPhone Application 2) Once installed, copy the Username from this web page into the Username field of the Account Box 3) Followed by, copy the Password from this web page into the Password field of the Account Box 4) Leave 'Remember Details' checked Extensions (Archive) The Extensions  screen allows you to associate Extensions with phones.  A phone must have an   Extension  associated with them to receive calls.  Extensions can be associated with physical phones, soft phones, or voicemail boxes. Adding an Extension Additional Extension Settings Removing an Extension Adding an Extension Start by navigating to the  Extensions  screen via the  Navigation Panel.  Next click  New Extension  button.   A row editor will appear in the grid below. Field Type Description Required Extension Numeric Extension number Device Type List Type of Device the extension will be associated with CallerID Name Field Caller ID name, this may be overwritten depending on system settings Optional User List Portal users to be associated with this extension Voicemail Checkbox Enables or disables voicemail Voicemail Pin Numeric Pin number to access voicemail, will only show if voicemail has been enabled. View Only Agent (further explained below) Value Yes/ no value, states whether or not this extension is associated with an Agent (part of the IntellaQueue /call center settings) Status (further explained below) Value Status of device registered to server. IP (further explained below) Numeric Internet Protocol address of the extension. Port (further explained below) Numeric Protocol port that the extension residents on Start by navigating to the  Extensions  screen via the  Navigation Panel.  Next click  New Extension  button.   A row editor will appear in the grid below. The following options will be dependent on your organizations needs, so it is important to consult with your system administrator during your initial setup of your IntellaSoft web portal, or making any changes thereafter. Start by adding an appropriate  Extension  number, afterwards select the type of device you are creating the extension form. Several options are available from the drop down men. Afterwards, select a  CallerID Name , this is what will appear when this extension attempts to call others within the organization.  SITUATION DEPENDENT:  If the  Extension  you are adding will also have a  User  that requires permission access (see  Users  page for more information on configuring users), select the appropriate  User  from the drop down menu. If this does not apply  skip to step 6 . At this point, you will also have the option to setup a  voicemail  for the  Extension.  If the extension does not require a voicemail go ahead and click  Save New Extension  (if you go ahead and save you will see a message stating  Changes Saved) ; otherwise move on to step 7. To enable voicemail, click the checkbox in the  Voicemail  column, afterwards select a numerical  PIN  for the voicemail, we recommenced something memorable between 4-8 digits.  Next, you also have the option to have voicemail notifications and recording sent to email, in the following box simply input the desired email address that voicemail recordings and notifications can be sent to.  Important:  Ensure that the email address you have inserted is correct.  Lastly; review  all  of the information submitted from  Extension Number  to  Voicemail Email,  once you have ensured all of the data is correct and accurate click  Save New Extension.  Afterwards you will see a message stating  Changes Saved. There are several important limitations to keep in mind regarding Extension . Firstly, the number of Extensions depends on the licensing of your IntellaSoft web portal. Depending on the number purchased during your initial setup of your IntellaSoft system you may need to be purchase additional licenses to gain access to more extensions. We are working on a way to make this process seamless, but for now you will need contact your IntellaSoft Sales representative who will be more than happy to assist you during that process. If you see an error such as the one below, this means you have reached the maximum number of Extensions your licenses allow for. Next, you may have noticed 4 columns with information that you cannot edit. This is simply information that the IntellaSoft web portal is reading from the server, and are explained below. Agent: In this column it will simply state Yes or No. Agents are are specific the Call Center options of IntellaSoft Web Portal . This information is helpful in large organizations with multiple departments including ones that have a dedicated call center with live Agents , whether or not an Extension is identified as an agent depends on your licensing configuration and organizations needs. If you are needing add a call center to your IntellaSoft Communications Platform , contact your IntellaSoft representative to discuss options. Status : See the table below Status Definition OK The end-point is registered and properly running on the server (you should see an IP and Port associated with the extension). An end-point can represent a physical phone, software phone, PA speaker, as well numerous other physical or virtual communication devices. UNREACHABLE The system cannot reach the phone, but the phone has been registered prior. This usually indicates that there may be an issue. Contact your system administrator for assistance. UNKNOWN This will be the status of the endpoint when it was previously UNREACHABLE, and the system has given up trying to contact the endpoint. UNMONITORED This means that the endpoint has intentionally been set so it does not monitor status.  The IP and PORT will only be populated if these are configured.  Despite being Unmonitored, the endpoint can still be called.  When this endpoint is called, the system will try to reach it until the system defined timeout is reached.  If the endpoint is unresponsive at the time of the call, the call will fail. BLANK No phone has been registered to this extension. There could be several reasons for this, the phone could simply not be plugged in or programmed to this extension. The Contact your system administrator if you suspect a problem. IP: This columns refers to the IP (or Internet Protocol) Address that the extensions lies on. This information is automatically updated based on the current server information. Generally speaking this is utilized by IntellaSoft staff, your organizations IT or System Administration to diagnose potential problems, should they arise. If you have questions regarding this, please direct them to your System Administrator. IP of the phone itself Port: Port that the phone resides on. Additional Extension Settings Extensions may have to have additional information about them, this will depend on your organizations needs. Contact your system administrator for more information. Name Definition DID Inbound DID Twinning # Twinning number. Ring an external number such as a cell phone. Phone make Make of the phone in question Phone Model Model of the phone in question MAC MAC address of the phone, if registered to a physical phone Phone Reg # Registration number on the physical phone (ie: polycom reg number) External CallerID What callerid to use when the extension dials out a route All Call Forward Call forwarding Class of Service Class of service when this extension makes a call Phone Group Phonegroup that this extension is a member of Secet Secret password to use for incoming and outgoing requests, unless overridden using 'auth' Removing an Extension Navigate to the  Extensions  screen. Select the  Extension  you wish to delete, and then click on the red X in the controls column. Warning Caution should always be exercised when removing an Extension . Even if an extension is not physically used and thought to be inactive, or it is not connected -- the associated voicemail box might be being used elsewhere in the system, or the extension may have a [Call Forward] in place. Ensure that it is verified that all functions related to this extension are unused or unneeded before removing. A confirmation pop up will appear confirming your selection. If you wish to delete click  OK , you will see a message stating  Changes Saved , if this is not the entry to wish to delete click  Cancel ,  to return to the screen.   Overview Configurations Additional Configurations Adding an Extension Editing an Extension Deleting an Extension Additional Notes An extension is an assignment to a physical phone, softphone, voicemail box, or any similar device configured within the system.  A phone must have an extension assigned to it to receive calls. A user cannot configure his or her extension. Only an administrator can update an extension. Configuration Options Field Type Description Required Extension Alphanumeric Extension identifier   Numeric digits are recommended if the extension must be dialed from a phone. Yes Device Type List Extension device type   Type Description SIP SIP (Session Initiation Protocol) device IAX2 IAX2 (Inter-Asterisk eXchange) device DAHDI DAHDI (Digium Asterisk Hardware Device Interface) device VIRTUAL Voicemail-only or call-forwarding extension, not connected to any physical device or softphone SIP-VIRTUAL Additional extension on a device that supports multiple extensions VIRTUAL and SIP-VIRTUAL device types do not use extension licenses Yes CallerID Name Field Caller ID name – displayed on devices that support caller ID  Yes User List The portal user associated with the extension (refer to Users for more information) – select if a specific user requires permission to access   VIRTUAL and SIP-VIRTUAL device types do not use extension licenses. Yes Agent Value Indicates if the extension is associated with an agent  Read-only Status Value Status of the device registered to the server   Status Description OK The device is registered and configured   IP and port are always displayed for this status. UNREACHABLE The system cannot reach a registered device   An UNREACHABLE status could indicate an issue.  Contact your system administrator if you suspect a problem. UNKNOWN The system has given up trying to contact an UNREACHABLE device UNMONITORED Endpoint is not monitored   IP and port are always displayed for this status. An UNMONITORED endpoint can still be called.  When this endpoint is called, the system will try to reach it until it times out.  If the endpoint is unresponsive, the call fails. BLANK No device is registered to this extension   A blank status could indicate an issue.  Contact your system administrator if you suspect a problem. Read-only IP Numeric Internet protocol address (IPv4 format – e.g. 255.255.255.255) assigned to the extension Read-only Port Numeric Device signaling port Read-only Voicemail Checkbox Enables or disables voicemail No Voicemail Pin Numeric Voicemail PIN – enabled if voicemail is enabled Yes if voicemail is enabled Voicemail Email Email Email address where voicemail messages are sent – enabled if voicemail is enabled  No Controls n/a Extension tools Icon Description Opens the Voicemail configuration manager Opens the Phone Buttons configuration manager Delete extension – see Deleting an Extension below n/a Additional Configuration Some extensions require additional configuration, depending on your organizational needs.  These configuration options are described under Phone Configuration . Contact your system administrator for more information. Adding an Extension 1) Click  Extensions on the Navigation pane. The Extension Settings pane appears. 2) Click  New Extension on the upper menu . 3) Enter the fields as required.  Refer to Configuration Options above. 4) Click  Save New Extension . The new extension has been added. Editing an Extension 1) Click  Extensions on the Navigation pane. The Extension Settings pane appears. 2) Double-click the extension row you want to edit. You should see a row editor. 3) Make any desired edits. Refer to  Configuration Options above. 4) Click  Save. Deleting an Extension Warning: Even if an extension is inactive or disconnected, it may have call forwarding enabled, or the associated voicemail box may be used elsewhere. Ensure all functions related to the extension are unused before removing it. 1) Click  Extensions on the Navigation pane. The Extension Settings should appear. 2) Under the Controls column, click the red  X for the extension you want to delete. 3) Click  OK to delete the extension. Additional Notes The number of available extensions depends on your IntellaSoft licensing. You may need to purchase additional licenses to add more extensions. Contact your IntellaSoft sales representative for more information.