Add New PBX Enterprise - Full Process

Add New PBX Enterprise - Full Process

Step 1-Teams Connector New Enterprise

Requirements

  • Access to Teams Connector Provisioning Portal
  • Client's Global Admin Email address
  1. Log in to the Teams Connector Provisioning Portal
  2. Navigate to  Enterprises  
  3. Click  Add Enterprise
  4. Complete the following fields
    1. Enterprise Name:  Name of the client
    2. Enterprise Admin Email ID:  Client's global admin email address
    3. User Limit:  Leave blank
    4. PBX Music On Hold:  Yes
    5. Access Sip Data : Yes
    6. Request Consent For Enterprise Management : Yes
    7. SBC Region:   Select CA Central
    8. Services:  PBX
    9. PBX Type: UnitedCloud
    10. Add New Extensions:  No
  5. Click  Submit
  6. The Global Administrator will immediately receive an invitation email to the Teams Connector Provisioning Portal. They will need to  set up Direct Routing  before anything further can be done

Note: The Microsoft Office Global Administrator is the highest level of administrative credentials in Office 365 administration. It is required to initially register with the TMC and to install the PBX Application. It can be used for the entire setup process or this can be delegated to another User with Teams Service Admin and Skype for Business Admin rights. Specifically, Users with those delegated rights can set up Direct Routing and Manage Users.


Resend Global Administrator Invitation Email

If initial invitation email is not received for whatever reason, you can resend the invitation to the Global Administrator.

  1. Log into the Teams Connector Provisioning Portal
  2. Navigate to Reseller > Enterprises and locate the enterprise you'd like to resend the invitation for.
  3. Click the 3 dots next to the enterprise and select  Resend Invitation Email.

Step 2 -Teams Connector Direct Routing

Requirements

  • You will need to have at least 1 available AND unassigned User license with the required Add-on (Phone System) that allows you to use Direct Routing. Once this step is complete, the license may be removed or assigned
  • Each Microsoft User and the Global Administrator must have a Microsoft User License and a Microsoft Phone System License.
  1. The Global Administrator of the Microsoft Tenant will receive an email from Microsoft Teams Phone with an invitation Code and a link to complete registration
  2. Copy the Invitation Code and click on  Complete . 
  3. Log in to the portal with Global Admin Credentials.
  4. Navigate to Enterprise > Direct Routing
  5. Ensure you have the correct Microsoft Office licensing. You will need to have at least  1 available AND unassigned User license with the Phone System , or comparable, add-on that allows you to use Direct Routing. Available relevant licenses will be displayed on the Direct Routing page.
  6. Under set up Direct Routing Details, select the desired Gateway.
  7.  Paste the invitation code from the email.
  8.  Then click the  Complete Direct Routing.
  9. The "Verify Tenant" will pop-up, this will verify the connection to the DNS Provider and will validate licenses.
  10.  Click "Complete Direct Routing" as soon as it is done with the verification.

    Note: This process will create a log in the activity feed. See below
    Direct Routing Completion

Direct Routing provisioning will take a few minutes; refresh the page after 2-3 minutes to check progress.

Direct Routing in Progress


When Direct Routing set up is complete you will receive an alert email at the Enterprise email address that will instruct you to  continue to PBX Settings ,  User Management , and Teams Management  (Application set up) . On the Enterprise portal dashboard, your Direct Routing Connection Status will be display complete.


If the direct routing process completes and the "Calling Enabled" indicator is still showing as red like the screenshot below, 


initiate the direct routing process by clicking on the “Finish” button on the right side of the Direct Routing page.


If that does not resolve the issue, please open a ticket with UnitedCloud. 

Adding Additional Routes

If desired it is possible to set up  Additional Direct Routes.  

The form will be the same as the initial Direct Route. Use the same invitation code as was provided in the original email for all direct routes. 

Each direct route will create a different Direct Routing User, and each one will consume a Microsoft license, so don't forget to recover your licenses in the Microsoft Admin Center when you are done.

Step 3 - Teams Connector Add PBX 

Requirements

  • Access to Microsoft Teams Phone Connector Portal
  • Client ID & Secret (Partners should contact the Support department if they need this resent)
  • Microsoft Teams Phone Connector   PBX Credentials (White Label Partners should contact the Orders department if they need this resent) 

Configure PBX Settings

  1. Log in to the Microsoft Teams Phone Connector Portal
  2. Navigate to  PBX Management > Add PBX Location
  3. Complete the following fields, leaving all others default:
    1. PBX Type:  Netsapiens or UnitedCloud
    2. PBX Location:  Enter a name for this. As this will be customer facing, use your Company or Service Name
    3. PBX DNS Lookup Type : Host
    4. PBX SIP Domain:  Enter the full PBX domain of the client (it can only be alphanumeric) 
    5. PBX SIP Domain Proxy:  Enter the outbound proxy of the PBX. Usually sip.siplogin.ca
    6. Voicemail Feature Code:  5001 or *98

  4. Click  Save Settings

Configure Advanced Settings

  1. Select the ellipses menu next to the PBX you wish to configure and click  Edit
  2. Click Advanced Settings
  3. Complete the following fields:
    (Information found by contacting UC Support)
    1. Portal Authorization URL:  https://api.iplogin.ca/ns-api/oauth2/token/?grant_type=password
    2. Client ID:  Enter the Client ID for the PBX will start with Teams-
    3. Client Secret:  Enter the Client Secret for the PBX
    4. API Access Username:  Enter the login name for the Teams Connector PBX user  will start with 5599@  
    5. API Access Password:  Enter the password for the Teams Connector PBX user
    6. Autofill SSO settings from Endpoint and Access token credentials?:  Yes
  4. Click  Save Settings
  5. Once the PBX settings have been completed, you may advise the client to enable calling. Partners may also  configure Single Sign-On  and  Manage Feature Codes , but these are optional only used for the Teams End User Portal

Requirements

  • Access to Microsoft Teams Phone Connector Portal
  • Client ID & Secret (Partners should contact the Support department if they need this resent)
  • Microsoft Teams Phone Connector   PBX Credentials (White Label Partners should contact the Orders department if they need this resent) 

Step 4 - Teams Connector Add Users

Requirements

  • Access to either the Teams Connector or Partner Provisioning Portal


Add Users via the Teams Connector Provisioning Portal

  1. Log into the  Teams Connector Provisioning Portal   using the tenant's Global Administrator O365 user
  2. In the main menu, navigate to  Users
  3. Select  Add User  in the upper right hand corner
  4. For the user details, enter in the following info:
    1. PBX Locations : The name of the  configured PBX  (typically PBX; usually only one option in the dropdown)
    2. Available Voice Routes : Either CA Central or US West, depending on the client's location
    3. Teams User : the email address/ username associated with the user you're trying to add
      1. Note: this user needs to be  assigned the correct licensure  or they will not show in the dropdown
    4. SIP User : The user's portal extension (cannot already be assigned to another user)
    5. Phone Number : It will auto-populate with the default caller ID that is assigned to the PBX user in the Manager Portal. Change this to the user's extension number.
    6. Disable Voicemail in Teams? : Check the box. Leaving this unchecked will prevent calls from reaching the user's PBX voicemail and can also cause issues with call queue routing.
    7. Assign Default DialPlan Policy? : Check the box
    8. User Devices: Click  Add New Device  and then add the following information:
      1. SIP Authentication ID : <ext>tp  (E.G. 101tp)
      2. Password : Generate a random and secure 8 character, alphanumerical, password using whatever password generator you prefer and paste it into this field.
        NOTE: It is important not to include special characters in the password.
      3. Action : Select
  5. Click  Add User
  6. Navigate back to the  Dashboard  from the  Main Menu
  7. Under  Teams Connector Admin Action Items , you may see an option to  Sync  your Teams users. If this option is present, click  Sync Teams Users . Otherwise, the user was synced automatically and you may proceed to the next step.

     

  8. From the main menu, navigate back to  Users , locate the user(s) you just added, click the three dots next to the user under the  Action  tab, and click  Enable Calling  if this option is available. If it says  Disable Calling , this was enabled automatically and you can skip this step.

Adding Users From the Partner Provisioning Portal

  1. Log into the  Partner Provisioning Portal  using your TeamMate Partner login
  2. Navigate to  Enterprises  > the Microsoft Tenant  you'd like to add a new user to >  Users  >  Add User
  3. For the user details, enter in the following info:
    1. PBX Locations : The name of the  configured PBX   (typically PBX; usually only one option in the dropdown)
    2. Available Voice Routes : Either  CA Central or US West  , depending on the client's location
    3. Teams User : the email address/ username associated with the user you're trying to add
      1. Note: this user needs to be  assigned the correct licensure   or they will not show in the dropdown
    4. SIP User : The user's portal extension (cannot already be assigned to another user)
    5. Phone Number : It will auto-populate with the default caller ID that is assigned to the PBX user in the Manager Portal. Change this to the user's extension number.
    6. Disable Voicemail in Teams? : Check the box. Leaving this unchecked will prevent calls from reaching the user's PBX voicemail and can also cause issues with call queue routing.
    7. Assign Default DialPlan Policy? : Check the box
    8. User Devices: Click  Add New Device  and then add the following information:
      1. SIP Authentication ID : t
      2. Password : Generate a random and secure 8 character, alphanumerical, password using whatever password generator you prefer and paste it into this field.
        NOTE: It is important not to include special characters in the password.
      3. Action : Select
  4. Click  Add User
  5. Request the O365 tenant's Global Administrator user to log into the Teams Connector Provisioning Portal, enable calling for the user, and then sync their users using steps 6-8 in 

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