Page tree
Skip to end of metadata
Go to start of metadata

Requires being on FreePBX Distro or PBXact 10.13.66 release or newer

If using FreePBX you will need to make sure your PBX is registered with the FreePBX License server to use Phone Apps or End Point Manager for Sangoma Phones for free.

The following information is assuming that you have already configured extension and User Manager accounts within your FreePBX / PBXact . If you have an un-configured out-of-box server, please start here: FreePBX Distro First Steps After Installation

Verify End-Point-Manager IP Address

The End-Point-Manager (EPM) module, inside FreePBX / PBXact, is responsible for auto-provisioning Sangoma Phones.  In order for EPM to be able to communicate with the phone(s) it must be configured with the same IP address as your FreePBX / PBXact system.

You can verify the IP Address of EPM within the EPM Global Settings:

  • Log into your PBX GUI.
  • Under the Settings section, pick EndPoint Manager.



  • Navigate to the Global Settings section of EPM from the right nav bar.


  • Define the Internal IP Address or FQDN that phones will connect to when local to the PBX.


  • Define the External IP Address or FQDN that phones will connect to when not local to the PBX.


  • Also take note what port you have HTTP Provisioning setup on as that port needs to be accessible for your phone to receive its configrations.


  • Press the Save Global button.

Verify we have a proper Template setup

  • In the right nav menu, under Brands, click on Sangoma.

     

  • Either click on the New Template button at the top to create a new template, or click on the default-sangoma template name to edit the included default template.
     
     

  • Give the template a Name. For the Destination Address, pick either the Internal or External option. This will pull in the IP address that you entered in the Global Settings section earlier.
     
     
  • Define your Time Zone and if you want Daylight Savings time mode to be enabled.
     
     
  • For Firmware Version, pick Firmware Slot 1 from the drop-down menu. (When you install EPM it will install the latest firmware in slot 1.)  See Firmware Management for more information on updating firmware for your phones in the future.
     
     
  • Define what Provision Server Protocol you want to use to have your phones receive their config files:
    • TFTP should be used when phones are local to the PBX, as it's easy to use and requires no setup.  
    • HTTP should be used for local or remote phones and is easy to use and required no other setup.  The default HTTP port used for phone configs is port 83 but may be different on your PBX.  You can view the port that is currently setup for HTTP in the Global Settings section we just went through above. 
    • FTP should be used if your phones are remote, as it requires the phone to know the FTP username and password to receive the config file.
      • If using FTP, you will need to set up an FTP username and password for the PBX. Review the System Admin - FTP Setup wiki for information on setting up a username and password for phones to receive their configuration files via FTP.

 

  • Press the Save Template button when done.
     
 

There are more options that can be set up in a template that we did not cover in this quick overview. To learn more about each option, click on the links below.

Configuring Buttons on your Phone

 

Line Key Types

  • Line keys can be set up in End Point Manager with the following options.

  • Line Key Types:
    • BLF- ("Busy Lamp Field") - Monitors another extension or feature code that has state information on your PBX. The state is indicated by the BLF button.
    • Call Park- Used for one-touch Call Parking.
    • Conference- Configures a conference button to allow 5-way conference calling.
    • DTMF- Sends DTMF digits while on a active call, such as having the system dial a feature code while on a active call.
    • Hold- Places the caller on Hold.
    • Intercom- Causes the dialed extension to answer using Intercom Calling/Auto Answer instead of ringing.
    • LDAP- Button to Launch LDAP directory
    • Line- Sets up a line key. Each phone needs at least one line key.
    • MultiCast Paging- Starts a page to a specific MultiCast address.
    • Record- Toggles on-demand call recording. Requires the user to have on-demand recording permissions in the PBX.
    • Redial- Redials the last number.  
    • SpeedDial- Dials the programmed external number.  
      • To insert pauses, use a comma.  Each comma adds a 500ms pause when dialing.  
      • If you want to create a speed dial that dials a number and then waits for the user to enter more digits on the keypad you would use a + at the end of your speed dial such as *80+ would dial *80 when you press the speed dial button and then wait for you to enter more digits.
    • Transfer-Transfers a call to a new recipient.
    • Voicemail- Dials the voicemail system, allowing the user to check voicemail.
    • XML API- Provides access to the specified Phone App.

Configuring Line Buttons

  • Go into End Point Manager in your PBX and choose the Sangoma brand in the menu.


  • Click on the template in End Point Manager that you want to change a button for.

 

  • Click on the Models menu tab at the top 


  • Select a model number you want to add manage buttons for.

  • Make your Line Key button changes.
     
  • Save the Model using the Save Model button.

  • You now need to update the phone configuration file. Choose an option and click the Apply button. The three options at the bottom of the template are:

    • Save- This will only save your changes into the PBX database. It will not write out new config files for the phones that are using this template as mapped in the Extension Mapping section of End Point Manager.
       
    • Save and Rebuild Config(s)- This will save your changes to the PBX Database and also write out new config files for the phones that are using this template as mapped in the Extension Mapping section of End Point Manager. The phones do not retrieve the updates.
       
    • Save, Rebuild Config(s) and Update Phones- This will save changes into the PBX database, write out new config files for the phones, and also immediately update any phones that are mapped to use this template and currently registered to the PBX. This may cause the phones to reboot.
       
       
  • You can optionally change the label name for any button type except Line. The Label is the name that will be shown on your phone screen for that button.  
    • When picking the Line type, the label name will be whatever you defined in the Line Label section of the phone Template Settings. The default is to show the extension number of the device. You can change this to show the name instead, or both name and extension number.
       

  • You can also drag the button to be in a different spot. Left click on the button and while holding down your left mouse drag the button to a different spot and release it.
    In our example we will drag Button 21 up toward the top to make it button 4 on the phone. The button number will not change until you save the model.
     






User Manager Permissions

Verify Groups Permissions are setup with Access to Phone Apps

  • Navigate in your PBX to the User Management module.


  • Click on the Groups tab at the top
     

  • Press the Edit button  next to the group you want to edit permissions for.  By default on a new system we create a Group called All Users and when you create extension they should be auto assigned to this group.  

     
  • We will first see all the users who are apart of this group and can add any missing users to this group from here.

     
  • Click on the tab at the top for Phone Apps

     
  • From here we can see we have Allow Access to Phone Apps enabled


     
  • Click on any specific application tab we can now set permissions on that application. In our example we will select the Conference tab 


     
  • We will verify that access to the Conference Room is set to yes for this group.


     
  • We can also then control what conference rooms the user can see.  
    • in our example below we are saying the user has access to their own conference room that is linked to them from the conference room module in your PBX and also we have shared the General Conference Room to all users in this group.

 
 

  • From here go into each tab under Phone Apps and make sure you have your permissions setup correct and press the submit button at the bottom of the page when done.

Verify my users are setup to inherit permissions from the group

  • By default when a new user is created most permissions for that user are told to be inherited by the group they are apart of.  We are going to go verify they are all setup correct.  If a user permission is not setup when they try to use a app on the phone or login to the phone they will get error saying they do not have permissions.
     
  • Navigate in your PBX to the User Management module.

  • Click on the Users tab at the top

     
  •  Press the Edit button  next to the user you want to edit permissions for.

     
  • Click on the Phone Apps tab on the top


     
  • For each permission you want to verify it is set to inherit from the group.  If you wanted to override a permission for a user to be different then the group permissions you can do that here by not using the inherit option.

     
  • From here go into each tab under Phone Apps and make sure you have your permissions setup correct and press the submit button at the bottom of the page when done.
  • No labels