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Subject cPBX QuickGuide SelfInstaller

Version September 2018

Page 1 / 8

Business cloud PBX

Sunrise Office pro PBX cloud

quick guide for self-installer

Subject cPBX QuickGuide SelfInstaller

Version September 2018

Page 2 / 8

Table of contents

1 About these instructions 3

2 Preparation 3

2.1 Number plan 3

2.2 Definition of extension 4

3 Installing a terminal device and extension 4

3.1 Installing a terminal device 4

3.2 Installing an extension 4

3.3 How do I configure an extension? 5

3.4 Where do I find the MAC address for my phone? 5

3.5 Additional settings 5

4 User portal ncontrol 5

5 Your phone system can do a lot more! 7

5.1 Cooperation 7

5.1.1 Setting up a pick-up group 7

5.1.2 Queues and time control 7

5.1.3 Configuration of busy field lights 7

5.1.4 Setting up a telephone conference space 8

Subject cPBX QuickGuide SelfInstaller

Version September 2018

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1 About these instructions

You have made the right choice with Busi-

ness cloud PBX or Sunrise Office pro PBX cloud!

You have decided to do the installation your-

self. For the most part, all parameterizations can be done via the web portals, terminal de- vices, and software. They are documented in our Online Help. If, however, you need professional help from a certified Sun- rise partner with the configuration of your cloud telephone system, please contact partner@sunrise.net. In the next few days, we will assign a suitable part- ner in your region, who will get in touch with you to discuss your needs and give you an offer.

Sunrise Support (Technical Competence Cen-

ter) does not handle the parametrization of your cloud telephone system. They only ac- cept error notifications regarding the cloud platform or Internet access.

This Quick Guide will help you get your cloud

phone system up and running quickly. You can find additional documentation on the product website at: https://home.cpbx.sunrise.ch

Our phone support group or Technical Com-

petence Center does not handle the para- metrization of your cloud telephone system.

2 Preparation

The following things must be taken care of

before terminals can be started up:

You have a working Internet connec-

tion, or your Sunrise Internet Box is running and connected to the Inter- net.

Your network cabling is Voice over

IP-capable and this has been

checked.

On your firewall, it is especially im-

portant that outgoing port accesses have been set up according to the

Leaflet Network Configuration.

Your terminals are connected to elec-

trical power and to the Internet.

You have received the access data

for the central management point of the cloud telephone system and the service portal. You can access the service portal by clicking on the tile called "ADMIN PORTAL" on the start page of the website or directly at: https://serviceportal.cpbx.sunrise.ch

Login is done through the Identifica-

tion/Customer number (e.g.: KA123) and an initial password. You will re- ceive both by e-mail with our service activation notification.

2.1 Number plan

Ideally, you already have a number plan. In

other words, you have defined which phone number or which direct line should be as- signed to which employee (extension) or ser- vice (line hunting group, queue, conference room, eFax, etc.). For a block of 100 direct

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lines of 00-99, this means, for example: +41 44 123 45 60 DL: 60-69

Main number: +41 44 123 45 60

Employee 1: -10: +41 44 123 45 61

Employee 2: -11: +41 44 123 45 62

Conference room 1: +41 44 123 45 67

Fax: +41 44 123 45 69

The number plan can be changed at any

time. If you would like to display a phone number that is not part of the PBX, you must state this in your order and then request it from Sunrise Support after service activation.

This is necessary, for example, to display a

058 business number.

2.2 Definition of extension

An extension is always an internal number,

i.e., this number is used to reach participants and services inside the company without dial- ing an area code (leading "0"). This internal number is generally completely independent of the direct line that can be dialed exter- nally. This means that extensions cannot be reached at all from an external source or the- oretically through a different sequence of numbers. With telephone sets, it is usually the case that the internal phone number (ex- tension) also corresponds to the external phone number (direct line).

3 Installing a terminal device

and extension

Your cloud telephone system consists of des-

tinations and elements. Destinations include, for example, extensions, call groups, queues, or conference rooms. Elements are terminals or announcements. Typically, you get termi- nal devices from certified Sunrise integration partners. The partner will give you an offer for them.

3.1 Installing a terminal device

To install a terminal, please log in to the ad-

min/service portal.

In the service portal, click on the "Terminal

Devices" tile. In the Elements>Terminal De-

vices window, you can set up a new exten- sion by clicking on the PLUS symbol.

In order to be able to use the terminals,

an extension must be set up in the ser- vice portal.

3.2 Installing an extension

To install an extension, please log in to the

admin/service portal.

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In the admin/service portal, click on the "Tar-

gets" navigation point. In the Destinations window, you can set up a new extension by clicking on the PLUS symbol.

3.3 How do I configure an

extension?

Example凂:

You would like to set up an extension that

can by reached by calling 61 internally, and +41 44 123 45 60 and +41 44 123 45 61 ex-
ternally. In addition, this extension will have a system telephone as the terminal. If the extension is not answered within 30 seconds, the caller should be forwarded to the exten- sion's voicemail.

Configuration in three steps:

First, give the extension a name. As

a rule, the extension name is the em- ployee's name.

Second, you must assign the exten-

sion an extension number. The em- ployee can now be reached internally with this extension number. If you only have one main line, a direct line (external phone number) is then cre- ated automatically. If you have sev- eral main lines, you first have to choose a "preferred main line" under "Configuration." Then a direct line (external phone number) will also be created automatically. Your exten- sion can then be reached externally by calling the direct line +41 44 123

45 61. Use the dialog window "In-

bound Numbers (external phone numbers)" to set up the direct line +41 44 123 45 60 so that your ex-
tension can also be reached exter- nally through this direct line.

As the third and last step, choose a

terminal. You will see a dropdown list with all available terminals (the MAC addresses of the devices will be dis- played). The extensions can then be reached immediately at the terminal that you chose.

3.4 Where do I find the MAC

address for my phone?

You can usually find the MAC address of your

phone on the back of the bar code label or the bill of lading/bill from your terminal de- vice supplier.

Done! After you have stored the set-

tings for the extensions in the service portal, your terminal automatically con- nects to the telephone system.

As soon as you see your extension number

and the name of the extension on the phone display, you can start calling! Please do not forget to first dial 0 to get an outside line for external calls! (This is generally not necessary with softphones or the

FMC app, or can be appropriately set

up).

3.5 Additional settings

Setting up voicemail (with e-mail forward-

ing), function keys, call forwarding, etc., is part of extension configuration. Activate your voicemail and record your personal voicemail greeting, you could do something like set up parallel call forwarding to your Sunrise mo- bile phone if you would like, or configure the function keys (BFL: Busy field lights) of your system telephone.

4 User portal ncontrol

The user portal or ncontrol points to the ex-

tension user, which is usually the employee.

There he/she can configure his/her call set-

tings, such as call forwarding, call list, voicemails, parallel calls, etc., in the browser

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(of his/her smartphone). In addition, the user portal provides access to the central phone book, conference rooms, the electronic fax,

Click2Dial, and other functions and settings.

This allows the user to independently pro-

gram the function keys and busy field lights of his/her system telephone.

You can access the user portal by clicking on

the "User Portal" tile on the start page or di- rectly at: https://userportal.cpbx.sunrise.ch

Login is done with the K number of your

cloud telephone system, the extension num- ber, and the user's voicemail password, which is set up by you in the service portal under Destinations>Phone Exten- sion>Voicemail as a 4-digit PIN.

Give the user portal or ncontrol access

data to the telephone system users!

Application example of eFax:

If a user's extension is connected to an elec-

tronic fax (Fax2Email), PDF documents can be sent via fax over the user portal.

Application example of call forwarding:

Your employee leaves the office and forgets

to forward calls coming in through his/her landline number to his/her mobile phone. By accessing the user portal/ncontrol, he/she can simply set up call forwarding while on the go.

Application example of Click2Dial:

Your employee, who is out of the country at

a hotel, would like to use the room tele- phone, but wants to avoid high fees. Using the Click2Dial function, he/she dials the phone number for the person he/she would like to speak with and is then called or con- nected by the Sunrise cloud PBX at the hotel phone. In this way, he/she circumvents that expensive outgoing hotel call with a call set- up that takes just a little bit longer.

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5 Your phone system can do a

lot more!

5.1 Cooperation

Sunrise can help you further increase your

company's productivity! With the cloud PBX, you have a wealth of tools available for effec- tive collaboration. Many features are already included in the license and therefore do not incur an additional cost!quotesdbs_dbs35.pdfusesText_40

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