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THIS WIKI HAS BEEN UPDATED FOR VERSION 13 OF YOUR PBX GUI

Note

In PBX GUI software version 13 and above, fax options have moved from the Extensions module to the User Management module.

Overview

This guide walks you through information related to Virtual extensions.

  • Options may vary based on installed modules. Configuration of these settings is covered by their respective user guides.

Logging in

  • From the top menu click Applications
  • From the drop down click Extensions

Adding a Virtual Extension

  • From the Extensions landing page click on the Add New Virtual Extension button.

General

Add Extension

User Extension

This will be the extension number associated with this user and cannot be changed once saved. We recommend using 3- or 4-digit extension numbers.

Display Name

This is the name associated with this extension and can be edited any time. This will become the Caller ID Name. Only enter the name, NOT the number.

Outbound CID

Overrides the CallerID when dialing out a trunk. Any setting here will override the common outbound CallerID set in the Trunks module. Format: "caller name" <#######>

Leave this field blank to disable the outbound CallerID feature for this user. If you leave it blank, the system will use the route or trunk Caller ID, if set.

User Manager Settings

Link to a Default User

Select a user that this extension should be linked to in the User Management module. Default = Create New User. An extension may only be linked to one user, and a user may only be linked to one extension.

    • Create New User: Creates a new user in User Manager that will be linked to this extension.
    • None: The extension will not be associated with a user in User Manager
    • Existing User: If you have any existing users in User Manager who are not already linked to an extension, you can select one here in order to link the user to this extension.

Username

If Create New User is selected above, this will be the new user's login username. If you leave the Username field is blank (grayed-out), the username will be the same as the extension number. To customize the username, check the Use Custom Username box and enter a username.

Password for New User

If Create New User is selected above, this will be the auto-generated user's new password. A password is automatically generated, but you can edit it here.

Groups

If Create New User is selected above, or if you are linking this extension to an existing user, you can add the user to one or more groups. Groups are defined in the User Management module, so if you haven't created any groups, none will show up here. To add this user to a group, click inside the field, and available groups will show up in a menu. You can start typing to quickly find a group. Click on a group name to add it to the field. Repeat the process if you with to enter multiple groups.

Voicemail

  • Click on the Voicemail tab.
  • If you wish to enable voicemail, click the Yes button next to Enabled in order to allow editing the options below.

Voicemail

Enabled

Yes/No: Whether to enable voicemail for the user.

Voicemail Password

Enter the password (numbers only) the user will use to access the voicemail system. If left blank, it will default to the extension number. The user can change the password after logging into the voicemail system (*98) with a phone.

Require From Same Extension

Yes/No: Whether to require the user to enter their password after they reach the voicemail system from their own extension, by dialing *97. This option does not apply to *98 calls, which will always prompt for a password. For security purposes, a Yes setting is recommended in an environment where other users will have physical access to this extension.

Disable ( * ) in Voicemail Menu

Yes/No: Whether to disable access to the voicemail menu. Default = Yes. If set to Yes, a user will not be able to access the voicemail menu by pressing "*". If you have no plans to access your mailbox remotely, set this to Yes. If set to No, the user can access voicemail remotely by calling into their extension and pressing "*" to reach the menu.

Email Address

Optional - The e-mail that voicemail notifications will be sent to. Further down the page, you have the option of whether to attach the actual voicemail message to the e-mail.

Pager Email Address

Optional - A pager e-mail address or mobile email address that short voicemail notifications will be sent to.

Email Attachment

Yes/No: Whether to attach the voicemail to the e-mail notification. Requires an email address to be set above.

Play CID

Yes/No: Whether to read back the caller's telephone number prior to playing the voicemail, just after announcing the date and time the message was left.

Play Envelope

Yes/No: Whether the system will play the message envelope information (date/time) before playing the voicemail message. This setting does not affect the operation of the envelope option in the advanced voicemail menu.

Delete Voicemail

Yes/No: Whether to delete the voicemail message from the mailbox after it is e-mailed to the user. If set to Yes, this would provide functionality that allows users to receive their voicemail via e-mail alone, rather than needing to retrieve it from the web interface or a telephone.

If Delete Voicemail = Yes, then you MUST set an e-mail address for the user above, and also set Email Attachment = Yes. Otherwise, the voicemail message would be lost forever, because it would not be e-mailed, and would be deleted from the system.

VM Settings

Optional: Advanced settings. Enter voicemail options, separated by the pipe symbol (|). For example, "review=yes | maxmessage=60" May be left blank.

VM Context

This is the Voicemail Context, which is normally set to "default." Do not change unless you understand the implications.

VMX Locater™

VMX Locater is designed to help a caller reach an operator and/or find you when you are not at your main phone. If enabled, the user will want to consider recording voicemail greetings that instruct a caller on which options to press (0, 1, and/or 2).

Whenever you enter information into the 0, 1, and/or 2 options below, you should run a test to make sure the number is functional, because otherwise the caller might become stranded or receive messages about a number being invalid.

Enabled 

Yes/No: Whether to enable the VMX Locater feature. Set to Yes if you would like to enable this feature and edit the options below.

Use When

Select one or more of the buttons to enable VMX Locater for these types of greetings: Unavailable, Busy, and/or Temporary.

Voicemail Instructions

Yes/No: Whether to play instructions after playing your greeting. If set to No, only a beep will be played after your personal voicemail greeting.

Press 0

Check the Go to Operator box to send the caller to the operator when they press 0. Uncheck the Go to Operator box and enter an alternative destination if you want the caller to be sent to a different destination when they press 0. This feature is still accessible to callers even when VMX Locater is disabled for the user.

Press 1

Optional - Enter a destination to send the caller to when they press 1. This can be an internal extension, ring group, queue, or external number such as a cell phone number.

Press 2

Optional - Enter a destination to send the caller to when they press 2. This can be an internal extension, ring group, queue, or external number such as a cell phone number.

Find Me / Follow Me

  • Click on the Find Me / Follow Me tab.
  • Find Me / Follow Me is enabled by default here so that you may edit the settings. After entering settings, you can disable it if desired.

General Settings

Enabled

Yes/No: Whether to enable Find Me / Follow Me. Must be set to Yes (at least temporarily) in order to edit other settings on this page. If you leave it set to Yes, Find Me / Follow Me will be active for this extension when you save the extension and apply config. You can set to No to disable Find Me / Follow Me for an extension until the user activates it.

Initial Ring Time

Use the drop-down menu to select initial ring time, in seconds. This is the number of seconds to ring the primary extension prior to proceeding to the follow-me list. If "0," the primary extension will not be rung before proceeding to the follow-me list. The extension can also be included in the follow-me list.

Ring Strategy

    • ringallv2: ring Extension for duration set in Initial Ring Time, and then, while continuing call to extension, ring Follow-Me List for duration set in Ring Time.
    • ringall: ring Extension for duration set in Initial Ring Time, and then terminate call to Extension and ring Follow-Me List for duration set in Ring Time.
    • hunt: take turns ringing each available extension
    • memoryhunt: ring first extension in the list, then ring the 1st and 2nd extension, then ring 1st 2nd and 3rd extension in the list.... etc.
    • *-prim: these modes act as described above. However, if the primary extension (first in list) is occupied, the other extensions will not be rung. If the primary is in do-not-disturb (DND) mode, it won't be rung. If the primary is in call forward (CF) unconditional mode, then all will be rung.
    • firstavailable: ring only the first available channel
    • firstnotonphone: ring only the first channel which is not off hook - ignore CW

Ring Time

Time in seconds that the phones will ring. For all hunt-style ring strategies, this is the time for each iteration of phone(s) that are rung.

Follow-Me List

Enter a list of extensions to ring, one per line, or use the Extension Quick Pick menu below. You can include an extension on a remote system, or an external number, by suffixing a number with a pound (#). ex: 2448089# would dial 2448089 on the appropriate trunk (see Outbound Routing).

Extension Quick Pick

This drop-down menu gives you the option to select existing extensions to add to the Follow-Me List above.

Announcement

Select the message to be played to the caller before dialing the find me / follow me list. Default = none. The drop-down menu shows available system recordings. To add additional recordings, please use the System Recordings module.

Play Music On Hold

If you select a Music on Hold class to play, instead of the default "Ring," the caller will hear that MoH instead of ringing while they are waiting for someone to pick up.

CID Name Prefix

Optional - You can optionally prefix the Caller ID name when ringing extensions in this group. For example, if you prefix with "Sales:", a call from John Doe would display as "Sales:John Doe" on the find me / follow me list extensions that ring.

Alert Info

Optional - You can optionally include an Alert Info, which can create distinctive rings on SIP phones.

Call Confirmation Configuration

Confirm Calls

Yes/No: Whether to confirm external calls. Call confirmation requires the remote party to press 1 to accept the call. This can help prevent an unanswered find me / follow me call from reaching an external voicemail box. This feature only works with the ringall or ringall-prim ring strategies.

Remote Announce

Message to be played to the person receiving the call if Confirm Calls = Yes. You can use the default message or select one of your System Recordings.

Too-Late Announce

Message to be played to the person receiving the call if Confirm Calls = Yes and the call has already been accepted elsewhere.

Change External CID Configuration

Mode

    • Default: Transmits the caller's CID if allowed by the trunk.
    • Fixed CID Value: Always transmit the Fixed CID Value below.
    • Outside Calls Fixed CID Value: Transmit the Fixed CID Value below on calls that come in from outside only. Internal extension-to-extension calls will continue to operate in default mode.
    • Use Dialed Number: Transmit the number that was dialed as the CID for calls coming from outside. Internal extension-to-extension calls will continue to operate in default mode. There must be a DID on the inbound route for this. This will be BLOCKED on trunks that block foreign CallerID.
    • Force Dialed Number: Transmit the number that was dialed as the CID for calls coming from outside. Internal extension-to-extension calls will continue to operate in default mode. There must be a DID on the inbound route for this. This WILL be transmitted on trunks that block foreign CallerID.

Fixed CID Value

Fixed value to replace the CID used with some of the modes above. Should be in a format of digits only with an option of E164 format using a leading "+".

Destinations

No Answer

Optional destination call is routed to when the call is not answered on an otherwise idle phone. If the phone is in use and the call is simply ignored, then the busy destination will be used.

Remember to set Enabled = No at the top of the page after you're done changing settings if you do not want find me / follow me to be active. Otherwise, it will be active for the extension after you save settings and apply config.

Advanced

  • Click on the Advanced tab.
  • There are many settings in this tab. See below for explanations of the options.

 


Assigned DID/CID

DID Description

A description for this DID, such as "Fax"

Add Inbound DID

A DID that is directly associated with this extension. The DID should be in the same format as provided by the provider (e.g. full number, 4 digits for 10x4, etc). Format should be: XXXXXXXXXX

Add Inbound CID

Add a CID for more specific DID + CID routing. A DID must be specified in the above Add Inbound DID field. In addition to standard dial sequences, you can also enter Private, Blocked, Unknown, Restricted, Anonymous, Withheld, and Unavailable in order to catch these special cases if the Telco transmits them.

Call Camp-On Services

Caller Policy

Asterisk: cc_agent_policy. Used to enable Camp-On for this user and set the technology mode that will be used when engaging the feature. In most cases Generic Device should be chosen unless your phones are designed to work with channel-specific capabilities.

Callee Policy

Asterisk: cc_monitor_policy. Used to control whether other phones are allowed to Camp On to this extension. If so, it sets the technology mode used to monitor the availability of the extension. If no specific technology support is available, then it should be set to a Generic Device. In this mode, a callback will be initiated to this extension when it changes from an InUse state to NotInUse. If it was busy when first attempted, this will be when the current call has ended. If it simply did not answer, then this will be the next time this phone is used to make or answer a call and then hangs up. It is possible to set this to take advantage of Native Technology Support if available and automatically fall back to the Generic Mode if not.

Add Extension

CID Num Alias

The CID Number to use for internal calls, if different from the extension number. This is used to masquerade as a different user. A common example is a team of support people who would like their internal CallerID to display the general support number (a ringgroup or queue). There will be no effect on external calls.

SIP Alias

If you want to support direct sip dialing of users internally or through anonymous sip calls, you can supply a friendly name that can be used in addition to the users extension to call them.

Extension Options

Asterisk Dial Options

Cryptic Asterisk Dial Options. Check the override box to customize for this extension, or un-check to use system defaults set in Advanced Options. These will not apply to trunk options, which are configured with the trunk.

Ring Time

Number of seconds to ring prior to going to the "no answer" destination. Default will use the global default value set in Advanced Settings. If no voicemail is configured this will be ignored.

Call Forward Ring Time

Number of seconds to ring during a Call Forward, Call Forward Busy or Call Forward Unavailable call prior to continuing to voicemail or specified destination. Setting to Always will cause the phone to just continue to ring without going to the "no answer" destination. Default will use the current Ring Time. If voicemail is disabled and a destination is not specified, it will be forced into Always mode.

Outbound Concurrency Limit

Maximum number of outbound simultaneous calls that an extension can make. This is also very useful as a security protection against a system that has been compromised. It will limit the number of simultaneous calls that can be made on the compromised extension.

Call Waiting

Enable/Disable: Set the initial/current Call Waiting state for this user's extension. If disabled, a second concurrent incoming call would be sent to this extension's "busy" destination.

Internal Auto Answer

Disable/Intercom: When set to Intercom, calls to this extension/user from other internal users act as if they were intercom calls meaning they will be auto-answered if the endpoint supports this feature and the system is configured to operate in this mode. All the normal white list and black list settings will be honored if they are set. External calls will still ring as normal, as will certain other circumstances such as blind transfers and when a Follow Me is configured and enabled. If Disabled, the phone rings as a normal phone.

Call Screening

Call Screening requires external callers to say their name, which will be played back to the user and allow the user to accept or reject the call. Screening with memory only verifies a caller for their CallerID once. Screening without memory always requires a caller to say their name. Either mode will always announce the caller based on the last introduction saved with that CallerID. If any user on the system uses the memory option, when that user is called, the caller will be required to re-introduce themselves and all users on the system will have that new introduction associated with the caller's CallerID.

Pinless Dialing

Enabling Pinless Dialing will allow this extension to bypass any PIN codes normally required on outbound calls.

Emergency CID

This Caller ID will always be used when dialing out an Outbound Route that is designated as an "Emergency" route (i.e. when dialing 911). The Emergency CID overrides all other CallerID settings.

Queue State Detection

If this extension is part of a queue, then the queue will attempt to use the user's extension state or device state information when determining if this queue member should be called. In some uncommon situations, such as a Follow-Me with no physical device, or some virtual extension scenarios, the state information will indicate that this member is not available even when it is available. Setting this to Ignore State will make the queue ignore all state information, thus always trying to contact this member. Certain side effects can occur when this route is taken due to the nature of how queues handle local channels. For example, subsequent transfers will continue to show the member as busy until the original call is terminated. In most cases, this should be set to Use State.

Recording Options

Inbound External Calls

Force/Yes/Don't Care/No/Never: Recording of inbound calls from external sources.

Outbound External Calls

Force/Yes/Don't Care/No/Never: Recording of outbound calls to external sources.

Inbound Internal Calls

Force/Yes/Don't Care/No/Never: Recording of calls received from other extensions on the system.

Outbound Internal Calls

Recording of calls made to other extensions on the system.

On Demand Recording

Disable/Enable/Override: Enable or disable the ability to do on demand (one-touch) recording. The overall calling policy rules still apply, and if calls are already being recorded by "Force" or "Never," the cannot be paused unless "Override" is selected.

Record Priority Policy

This is the call recording policy priority relative to other extensions when there is a conflict (i.e. one extension wants to record and the other extension does not). The higher of the two priorities determines the policy. If the two priorities are equal, the global policy (caller or callee) determines the policy.

Dictation Services

Dictation Service

Disabled/Enabled: Whether Dictation service is available for this extension.

Dictation Format

Audio format to use for dictation (Ogg VorbisGSM, or WAV).

Email Address

The email address that completed dictations are sent to.

From Address

The email address that completed dictations are sent from. Format is "A Persons Name <email@address.com>", without quotes, or just a plain email address.

DTLS

(Datagram Transport Layer Security)

Enable DTLS

No/Yes: Enable or disable DTLS-SRTP support.

Use Certificate

The Certificate to use from Certificate Manager

DTLS Verify

Verify that provided peer certificate and fingerprint are valid.

    • Yes: Perform both certificate and fingerprint verification
    • No: Perform no certificate or fingerprint verification
    • Fingerprint: Perform ONLY fingerprint verification
    • Certificate: Perform ONLY certificate verification

DTLS Setup

Whether we are willing to accept connections, connect to the other party, or both. This value will be used in the outgoing SDP when offering and for incoming SDP offers when the remote party sends actpass

    • Active: we want to connect to the other party
    • Passive: we want to accept connections only
    • Act/Pass: we will do both

DTLS Rekey Interval

Interval at which to renegotiate the TLS session and rekey the SRTP session. If this is not set or the value provided is 0 rekeying will be disabled.

Optional Destinations

No Answer

Optional destination call is routed to when the call is not answered on an otherwise idle phone. If the phone is in use and the call is simply ignored, then the busy destination will be used instead.

CID Prefix

Optional CID Prefix to add before sending to this no answer destination.

Busy

Optional destination the call is routed to when the phone is busy or the call is rejected by the user. This destination is also used on an unanswered call if the phone is in use and the user chooses not to pick up the second call.

CID Prefix

Optional CID Prefix to add before sending to this busy destination.

Not Reachable

Optional destination the call is routed to when the phone is offline, such as a softphone currently off or a phone unplugged.

CID Prefix

Optional CID Prefix to add before sending to this not reachable destination.

Other

iSymphony Settings

Add to iSymphony

yes/no: Whether to Makes this extension available in iSymphony

Auto Answer

yes/no: Whether to make this extension automatically answer the initial call received from the system when performing an origination within iSymphony. Only works with Aastra, Grandstream, Linksys, Polycom, and Snom phones.

Language

Language Code

This will cause all messages and voice prompts to use the selected language if installed. Languages can be added or removed in the Sound Languages module.

Default Group Inclusion

Default VMblast Group

Exclude/Include: Whether this extension/device will be part of the default voicemail blast group. Include will be ignored if the user does not have a voicemail box.

Saving the Extension

  • Click the Submit button
  • Click the Apply Config button
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