2/9/2017 Phone Provisioning enhancements and more

2/9/2017 Phone Provisioning enhancements and more

It has been a busy time at nexMatrix since the beginning of 2017.  We have released numerous updates over the past month and this announcement includes the release notes for each of them:

  • Phone Provisioning:  Search by extension function added 
  • Phone Provisioning:  Ability to edit the display name for line buttons
  • Phone Provisioning:  Specify the SIP server (PBX) IP address for each registered account
  • Call Detail Records:  Saved search functions and export to Excel added
  • ACD Queue Reports:  Emailed reports now delivered in Excel format, multiple recipients allowed
  • Support Ticket Procedures and Knowledge Base Articles

SEARCH BY EXTENSION: You can now quickly find and edit any existing phone provisioning configuration by using this tool.  Click on Search by Extension under the Phones tab, then select an extension from the drop-down list.  If a phone provisioning file exists for that extension, it will be displayed and you can click on the phone name to bring up its configuration.

SPECIFY THE LINE BUTTON DISPLAY LABEL: Prior to releasing this enhancement, the provisioning script would arbitrarily insert the text from the Extension “Name” field into the line display field on phones that have LCD line button displays.  Since most phones have a rather small limit to the number of characters that can be shown on the screen, using a person’s full name would cause the text to be truncated.  Now, you can specify the text that gets displayed:  On the General tab of the Modify Existing Extension page, there is now an additional field to enter your desired text.  The phone provisioning engine will look to this field when generating the XML file that the phone downloads from the PBX.  This new label field only applies to auto-provisioned phones, so you can leave it blank if you are manually provisioning the end point.

SPECIFY THE PBX IP ADDRESS: You can now specify an alternate address for the phone to use when it registers an extension account to the PBX.  The default address is the one you specify when you set the static IP address of the PBX - See https://desk.zoho.com/portal/nexmatrix/kb/articles/essential-initialization-steps-before-dialplan-programming

If your PBX is behind a NAT router, any phone that is connected on the same LAN or VLAN will be able to use the default address.  Remote phones, however, need to register to the static WAN IP address that has port 5060 port forwarded to the PBX LAN address.  For remote phones, you will want to override the default setting and enter the correct WAN address.

 The Accounts tab of a phone provisioning file (Phones/Manage Phones) now has an added field for specifying a different IP address.  In this example, Account 1 is using the default IP address of the PBX, but Account 2 is telling the phone to use a different PBX IP address to register that account.  Note also that you can specify the local SIP port for the phone – this was covered in a previous release announcement, but there is now additional detailed information on this topic on our support website https://desk.zoho.com/portal/nexmatrix/kb/articles/local-sip-port-assignments-for-ip-phones

CDR SAVED SEARCHES AND REPORT EXPORTING: You can now save the search criteria when running a Call Detail Record report, and apply your saved settings the next time you run a report.  You can also name and download a report that has been run into Excel format.

The Call Reports page, under the Monitoring tab, now looks like this:

After you run a search with filtering criteria, the results page looks like this:

If you want to save the parameters your just ran, enter a name for the saved report and click on the Save button.  The next time you run Call Reports you will be able to apply your search criteria by selecting the saved search from a drop-down menu.  If you want to export the report to Excel, enter a name for the report and click on the Download button.

ACD REPORT EMAILS: If you are using the Automatic Call Distribution features in Protel LTS, you can set up automatic emailing of reports.  These reports are now sent in Excel format, and you can specify multiple email destinations.  Under the Queues tab, select Set Up Report Email.  Specify which reports you want distributed automatically, and enter one or more email addresses.  Separate multiple addresses with a comma (no space).

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