BW ASGroupWebInterfaceAdminGuidePart2 R230
BW ASGroupWebInterfaceAdminGuidePart2 R230
Release 23.0
Document Version 1
BroadWorks® Guide
Copyright Notice
Copyright© 2018 BroadSoft, Inc.
All rights reserved.
Any technical documentation that is made available by BroadSoft, Inc. is proprietary and
confidential and is considered the copyrighted work of BroadSoft, Inc.
This publication is for distribution under BroadSoft non-disclosure agreement only. No
part of this publication may be duplicated without the express written permission of
BroadSoft, Inc., 9737 Washingtonian Boulevard, Suite 350, Gaithersburg, MD 20878.
BroadSoft reserves the right to make changes without prior notice.
Trademarks
Any product names mentioned in this document may be trademarks or registered
trademarks of BroadSoft or their respective companies and are hereby acknowledged.
This document is printed in the United States of America.
14.0 1 Split this document from the July 12, 2006 Gillian Horgan
Application Server Group Web
Interface – Part 1, which documents
department and group tasks.
14.0 1 Added content and screens for the August 24, 2006 Robb Surridge
IMS Public Identities feature.
14.0 3 Updated document for Client March 13, 2007 Leif R. Montin
Management System (CMS)
features.
14.0 4 Updated acronyms for CS-AS and May 15, 2007 Robb Surridge
CS-MS in acronym table
(EV 39295).
14.0 5 Updated document for Releases May 31, 2008 Patricia Renaud
14.sp1 through 14.sp6. Also
removed information related to the
Client Management System (CMS).
14.0 5 Edited changes and published May 31, 2008 Patricia Renaud
document.
15.0 1 Updated section 5.15 Trunk Group September 4, 2008 Roberta Boyle
for EV 67302.
15.0 1 Updated the following sections for September 4, 2008 Roberta Boyle
EV 67122:
4.2.4 Manage User Addresses
4.3.3 Configure Alternate Numbers
4.5.12.3 Modify Shared Call
Appearance Location
4.9.2 Configure Fax Messaging
15.0 1 Updated section on Call Center for September 25, 2008 Roberta Boyle
EV 67122.
16.0 1 Updated document with additional May 26, 2009 Goska Auerbach
changes for Release 16.0.
16.0 1 Edited changes and published August 28, 2009 Margot Hovey-
document. Ritter
17.0 1 Added section 4.2.12 Configure November 19, 2009 Goska Auerbach
Call Application Policies for
EV 101701.
17.0 1 Reorganized the document to align December 11, 2009 Goska Auerbach
with other web administration
guides.
17.0 1 Added section 4.9.4 Configure February 12, 2010 Goska Auerbach
Voice Messaging for EV 105048.
17.0 1 Updated document for EV 106080. March 16, 2010 Goska Auerbach
17.0 1 Updated document for EVs 110256 April 14, 2010 Goska Auerbach
and 109959.
17.0 2 Updated section 6.1.2.4 Add Call April 30, 2010 Goska Auerbach
Center with Wizard and added
section 6.1.2.4.4 Change Call
Center User ID for EV 110154.
17.0 2 Updated sections 5.1 Access Group May 21, 2010 Goska Auerbach
– Services Menu, 6.1.3.8
Customize Call Center
Announcements, 6.1.3.12.3 Add
DNIS, 6.1.3.12.5 Modify or Delete
DNIS, 5.14.6.4 Modify or Delete
DNIS Number, 5.14.7 Configure
Failover Policy, and 5.14.9
Configure Routing Policies for
EV 112244 and section 5.15 Trunk
Group for EV 112549.
18.0 1 Updated sections 4.6.3 Configure December 13, 2011 Goska Auerbach
Outgoing Calling Plan and 4.6.5
Configure Outgoing Digit Plan for
EV 155940.
18.0 1 Updated section 6 Configure Call December 14, 2011 Goska Auerbach
Centers for EV 156146.
18.0 1 Updated section 5.15.1 Add Trunk December 14, 2011 Goska Auerbach
Group for EV 156177.
18.0 1 Edited changes and published December 28, 2011 Jessica Boyle
document.
19.0 1 Updated document for release 19.0 January 9, 2012 Goska Auerbach
19.0 1 Updated section 5.2.4 Configure January 10, 2012 Goska Auerbach
Addresses for Virtual User.
19.0 1 Updated section 4.1.3 Add User for September 18, 2012 Goska Auerbach
EV 173244.
19.0 1 Updated sections 4.8.3 Create December 10, 2012 Goska Auerbach
Conference with Restricted Number
of Participants and 6.3.4.2
Schedule Reports for
EV 180942.
19.0 1 Edited changes and published December 13, 2012 Patricia Renaud
document.
21.0 1 Updated the BroadSoft legal notice. October 15, 2014 Goska Auerbach
21.0 1 Updated sections 5.9.2 Add December 16, 2014 Goska Auerbach
Collaborate Bridge and 5.9.3 Modify
or Delete Collaborate Bridge for
EV 244910.
22.0 1 Edited changes and published December 12, 2016 Jessica Boyle
document.
23.0 1 Removed section 4.11.4 Enable September 26, 2017 Goska Auerbach
and Disable Prepaid for PR-56645.
23.0 1 Updated document for PR-59936 to October 20, 2018 Goska Auerbach
specify that some BroadWorks
identifiers cannot contain slashes or
backslashes.
INTRODUCTION....................................................................................................................................... 20
1 Summary of Changes .................................................................................................................... 21
1.1 Changes for Release 23.0 ........................................................................................................ 21
1.2 Changes for Release 22.0 ........................................................................................................ 22
1.3 Changes for Release 21.0 ........................................................................................................ 22
1.4 Changes for Release 20.0 ........................................................................................................ 23
1.5 Changes for Release 19.0 ........................................................................................................ 25
1.6 Changes for Release 18.0 ........................................................................................................ 26
1.7 Changes for Release 17.0 ........................................................................................................ 27
1.8 Changes for Release 16.0 ........................................................................................................ 29
1.9 Changes for Release 15.0, Document Version 1 .................................................................... 29
1.10 Changes for Releases 14.sp1 through 14.sp6 ........................................................................ 30
2 About This Guide ........................................................................................................................... 31
3 Group Administrator Tasks and Responsibilities.................................................................... 32
3.1 Group Home Page .................................................................................................................... 32
3.2 Privacy Policy............................................................................................................................. 33
GROUP ADMINISTRATION.................................................................................................................... 34
4 Configure Users ............................................................................................................................. 35
4.1 Group – Users Page.................................................................................................................. 36
4.1.1 Access Group – Users Page............................................................................................ 37
4.1.2 List Users .......................................................................................................................... 37
4.1.3 Add User ........................................................................................................................... 38
4.2 User – Profile Menu ................................................................................................................... 42
4.2.1 Access User – Profile Menu............................................................................................. 43
4.2.2 Modify User Profile or Delete User .................................................................................. 44
4.2.3 Change User ID ................................................................................................................ 46
4.2.4 Manage User Addresses ................................................................................................. 47
4.2.5 Reset User Password....................................................................................................... 56
4.2.6 Revoke Authentication Tokens ........................................................................................ 57
4.2.7 Configure Direct Route ..................................................................................................... 58
4.2.8 Configure Route List ......................................................................................................... 59
4.2.9 Assign or Unassign User Services .................................................................................. 62
4.2.10 Assign Call Centers .......................................................................................................... 63
4.2.11 Assign Route Point Supervisors ...................................................................................... 64
4.2.12 Configure Call Application Policies .................................................................................. 65
4.2.13 Configure Call Processing Policies .................................................................................. 66
4.2.14 Configure Device Policies ................................................................................................ 70
4.2.15 View or Assign Office Zone and Primary Zone ............................................................... 71
This section describes the changes to this document for each release and document
version.
The BroadWorks Application Server Group Web Interface Administration Guide – Part 2 is
designed to assist group and department administrators with management of all
BroadWorks user administration functions. Detailed instructions for each function and
page of the BroadWorks system can be found both in the guide and in the online help,
which is available using the Help link on each web page.
NOTE: For information about management of all BroadWorks group and department
administration functions, see the BroadWorks Application Server Group Web Interface
Administration Guide – Part 1.
This guide assumes administrators are familiar with the procedures in the BroadWorks
Getting Started Web Interface Administration Guide.
A group administrator, using the web portal, performs these user tasks:
Configure users
Configure services as virtual users
Assist or train users in personal service configuration
Users can customize and configure their own services, which reduces the cost and need
for customer service. Self-managed customers also benefit from reduced lag time for
service orders. The design of the system allows for the possibility of requesting and
receiving new services, additional numbers, and expanded access online.
When you click the link, a new page appears displaying the service provider’s privacy
policy related to the end user’s personal data processing.
This chapter describes functions required to create and manage users and to assign user
services.
NOTE: This document contains the user procedures that only the group administrator can
perform. Users can customize and configure their own services. For descriptions on how users
use the user option menus to complete the configuration of their environment, see the
BroadWorks User Web Interface Administration Guide.
1) On your Home page, in the Options list, click Profile. The Group – Profile menu page
appears.
2) Click Users. The Group – Users page appears.
3) To return to your Home page click Group or Home.
NOTE 1: BroadSoft recommends a maximum of 10,000 users per group on the system. This
helps improve database queries and other tasks, which take longer as the group size increases.
1) On the Group – Profile menu page, click Users. The Group – Users page appears.
2) Click Add. The Group – Users Add page appears.
APPLICATION SERVER GROUP WEB INTERFACE ADMINISTRATION GUIDE – PART 2 10-BD5015-00
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2018 BROADSOFT, INC. PAGE 38 OF 519
3) Type information for the user. Required data is indicated with an asterisk (*).
Following is a table of the input boxes and the data required for each box. To move
from one box to another, use the TAB key on the keyboard or click in the next box.
Domain * The drop-down list The domain name. The group abcompany.co
displays all domains default domain name appears m
available for the group. first.
Last Name 1 through 30 characters. The last name of the user. Smith
First Name 1 through 30 characters. The first name of the user. Bob
Calling Line ID 1 through 30 characters. The last name of the user for the
Last Name * Cannot contain % and + calling line ID (CLID).
symbols, backslashes,
double quotes, or
extended ASCII
characters.
Calling Line ID 1 through 30 characters. The first name of the user for the
First Name * Cannot contain % and + CLID.
symbols, backslashes,
double quotes, or
extended ASCII
characters.
Name Dialing 1 through 30 characters. The last name to use when a Smith
Last Name Cannot contain % and + caller dials by name using Auto
symbols, backslashes, Attendant.
double quotes, or NOTE: This box appears only if
extended ASCII the group is granted full access to
characters. name dialing fields.
Name Dialing 1 through 30 characters. The first name to use when a Robert
First Name Cannot contain % and + caller dials by name using Auto
symbols, backslashes, Attendant.
double quotes, or NOTE: This box appears only if
extended ASCII the group is granted full access to
characters. name dialing fields.
Calling Line ID 1 through 20 digits (3 The phone number for the user’s 4105559999
Phone Number through 22 digits in CLID.
E.164 format, including NOTE 1: This box appears only if
the plus (+) character). the Calling Line ID policy in effect
Spaces and dashes are for the user is set to use a
allowed and do not configurable CLID.
count toward the length
of the phone number. NOTE 2: Upon saving, the CLID
phone number is stored either as
entered or after being normalized
to E.164 format. The format is
decided by the system
administrator and specified below
the text box.
Initial Password Follow the password Type the initial password for the *******
rules for your group, as user.
specified on the Group –
Password Rules page.
Re-type Initial Same as Initial Type the initial password again. *******
Password Password.
Network Class The drop-down list The network class of service the Business
of Service displays the network user is assigned to, which Standard
classes of service that determines how user’s calls are
can be assigned to the processed.
user. Network classes of service are
defined by the system
administrator. You can use the
classes assigned to your group.
Additional Information
Address 2 lines, maximum 80 The street address of the user 123 Main
characters each. (the company address). There Street
are two lines for information such Suite 701
as a suite or office number.
NOTE: Remind users to change their passwords after they log in to the system for the first time.
4) To save your changes and display the previous page, click OK.
1) On the Group – Profile menu page, click Users. The Group – Users page with search
criteria boxes appears.
2) To display the list of users, enter the search criteria and click Search. The Group –
Users page displays the list of users that satisfy the criteria you entered.
3) Click Edit or any item on the row for the user to access. The User – Profile menu
page appears.
4) To display your Home page, click Group or Home.
1) For a selected user, on the Profile menu, click Profile. The User – Profile page
appears.
NOTE: If the user is a pilot user for a trunk group, there is no Delete button.
WARNING: This action cannot be undone. Once OK has been clicked, the selected user is
permanently deleted.
4) To edit the user’s profile information, type or select data on the page. An asterisk (*)
indicates required data. For more information about this page and the data input
boxes, see section 4.1.3 Add User.
NOTE 1: If you change the selection for Language, for the change to be effective on the web
interface, the user must log out and then log in again. For the voice prompts during calls, the
change is effective on the next call to or from the user.
NOTE 2: In XS Mode, the Allow Video Calls read-only option specifies whether the user can
make and receive video calls. To change this option, you need to contact the system
administrator.
5) To create or modify Instant Messaging and Presence (IM&P) credentials for the user,
enter the following information as required.
NOTE: The IM&P ID can only be modified if the user has the Third-Party IM&P service assigned
and either does not have the Integrated IM&P service assigned or the Integrated IM&P service is
not active.
IM&P Password 1 through 50 Type the IM&P password for the *******
characters. user.
Re-type IM&P Same as IM&P Type the IM&P password again. *******
Password Password.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) For a selected user, click Profile. The User – Profile page appears.
2) Click Change User ID (link in top right of page). The User – Change User ID page
appears.
3) Type the new user ID, which can be from 6 through 80 characters in length and can
only contain letters, digits, single quotes, and the following symbols: #, $, %, &, *, +, -,
=, ?, ;, ., |, _, ~, !, `, ^, {, }.
4) Select the domain name from the drop-down list, which displays all domains
configured for the group. The group default domain name appears first.
5) Save your changes. Click OK.
To exit without saving, click Cancel or select another page.
NOTE: If the user is a trunk group pilot user, the Identity/Device Profile and None options are
disabled.
Figure 13 Identity/Device Profile with Static Registration and Static Line/Port Ordering Enabled
Identity/Device The drop-down box lists The name of the identity/device profile to
Profile Name * the available assign to this user. You can select an
identity/device profiles. existing identity/device profile, or you may
select New Identity/Device Profile to create a
new identity/device profile on this page. See
the following table for details.
Port Number The drop-down list The port number on the device. You select
displays the ports the port number from the list of ports
available on the device. available on the device.
Note that the Port Number field is only
displayed when static line ordering is enabled
for the identity/device type.
Contact Can only contain letters, Up to five contact addresses for the user.
digits, and the following Only available for identity/device profile types
characters: -, _, !, ~, *, (, that allow static registrations.
), &, =, +, $, ?, /, period, In IMS deployments, multiple contacts are
semicolon, or single not allowed.
quotes.
Path The format should follow Routing information to the device, one for
the RFC 3327 each configured contact. Used when Path
specification. header support is enabled.
− To modify a selected identity/device profile, click Apply to save your changes and
then click the Configure Identity/Device Profile link. The Identity/Device Profile
Modify page appears.
NOTE: You can only modify identity/device profiles defined for your group.
− To define a new identity/device profile to assign to the user, select the New
Identity/Device Profile (Group) option from the Identity/Device Profile Name drop-
down list. The Identity/Device Profile area displays the following additional fields
for you to configure:
Private Identity Maximum 161 characters The user's private SIP address.
in user@domain format. Only available in XS mode.
The user part can only
contain letters, digits, and
the following characters: -
, _, !, ~, *, (, ), periods,
and single quotes.
The domain part can only
contain letters, digits,
periods, colons, dashes,
and square brackets.
Port Number The drop-down list The device port number. Note that the
displays the ports Port Number field is only displayed when
available on the device. static line ordering is enabled for the
identity/device type.
Contact Can only contain letters, Up to five contact addresses for the user.
digits, and the following Only available for identity/device profile
characters: -, _, !, ~, *, (, types that allow static registrations.
), &, =, +, $, ?, /, period, In IMS deployments, multiple contacts are
semicolon, or single not allowed.
quotes.
Path The format should follow Routing information to the device, one for
the RFC 3327 each configured contact. Used when Path
specification. header support is enabled.
− Click Apply to save your changes. Your changes are saved and new links
appear.
Figure 19 User Addresses – Identity/Device Profile with Visual Device Management Link
− If the device can be configured using Visual Device Management, click the
Configure Device via Visual Device Management link to access the tool.
− To configure line control settings, click the Advanced Settings link. The User –
Addresses Advanced Settings page appears.
− To allow call originations from the user's main line, check Allow Origination
from this location.
− To allow terminations from the user's main line, check Allow Termination from
this location.
− In XS mode, check Allow Video Calls from this location to allow video calls to
and from the user's main line. Note that the user can change this setting.
− Click Apply or OK. Apply save your changes. OK saves your changes and
displays the User – Profile page.
Click Apply and then Cancel to save your changes and return to the User –
Addresses page.
Or click Cancel to exit without saving and return to the User – Addresses
page.
6) If you selected Trunk Group, a new area appears, allowing you to specify the trunk
group that you want to assign to the user.
Figure 24 User Addresses – Trunking (Trunk with Static Registration Capable Device Assigned)
Figure 25 User Addresses – Trunking with Static Registration and Path Header Support Enabled
Trunk Group * The drop-down box lists the The trunk group to assign this user to.
available trunk groups. You can select any trunk group configured
for your group.
Line/Port * A valid line/port, maximum 161 The user’s line, port number, or SIP
characters in user@domain address, depending on the identity/device
format. profile assigned to the selected trunk
The user part can contain a group.
leading +, letters, digits, and the Not available in IMS deployments.
following characters: -, _, !, ~, *,
(, ), periods, and single quotes.
The drop-down box lists the
available domains.
Contact Can only contain letters, digits, Up to five contact addresses for the user.
and the following characters: -, Only available for identity/device profile
_, !, ~, *, (, ), &, =, +, $, ?, /, types that allow static registrations.
periods, semicolons, or single In IMS deployments, multiple contacts are
quotes. not allowed.
Path The format should follow the Routing information to the device, one for
RFC 3327 specification. each configured contact. Used when Path
header support is enabled.
Enterprise The drop-down box lists the The enterprise trunk to assign to this user.
Trunk available enterprise trunks. You can select any enterprise trunk
configured for your group or enterprise.
NOTE 2: The option to set the voice portal password (Set portal password) appears only if the
user has the Voice Messaging service.
1) For a selected user, click Passwords. The User – Passwords page appears.
2) Make sure that the Set web access password option is selected.
3) Click the Revoke Previously Issued Long Lived Tokens link.
NOTE: Clicking the link clears any changes you made on this page. To save the changes, click
Apply before you click the link.
4) In the dialog box that appears, confirm your action. When the tokens are successfully
revoked, a confirmation message appears.
5) Click OK to exit the page.
1) For a selected user account, click Direct Route. The User – Direct Route page
appears.
2) For Outgoing DTG Policy configuration option select one of the following options:
− Select Use Direct Route DTG to use a DTG identifier defined for the Direct Route
service.
− Select Use Trunk Group DTG to use the DTG identifier defined for the terminating
trunk group.
NOTE: This attribute indicates whether the direct route identifier value is used with the dtg
parameter or the tgrp and trunk-context parameters.
− If you selected DTG, enter the value of a DTG identifier in the Direct Route Value
text box.
− If you selected Trunk Identity, enter the user part of a trunk group identifier in the
Direct Route Value text box and select a domain from the drop-down list.
5) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) For a selected trunking user profile, click Route List. The User – Route List page
appears.
NOTE: You can assign only services that your service provider has authorized for your group
and which you have assigned to the group.
1) For a selected user, click Assign Services. The Assign Services page appears.
2) Assign service packs and user services:
− In the Available Service Packs or Available Services columns, select the items to
be assigned. You can select some or all of the items in a column. Item names
are listed in alphabetical order. To select several items in sequential order, click
the first name, hold down the SHIFT key on the keyboard, and click the last
name. To select several items, but not in a particular order, click the names while
holding down the CTRL key on the keyboard.
− To assign the selected items, click Add. To assign all items (unselected) at once,
click Add All.
3) Unassign service packs and user services.
Select the items in the User Service Packs or User Services column and click
Remove <. To unassign all items (unselected) at once, click Remove All.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page. To exit without saving, select another page
or click Cancel to display the previous page.
1) For a selected user, click Assign Call Centers. The User – Assign Call Centers
page appears.
2) Assign the user to call centers.
− To assign the user to all available call centers at once, click Add All.
− To assign the user to selected call centers, in the Available Call Centers column,
select the call centers and click Add.
You can select some or all of the items in the column. Item names are listed in
alphabetical order. To select several items in sequential order, click the first
name, hold down the SHIFT key on the keyboard, and click the last name. To
select several items, but not in a particular order, click the names while holding
down the CTRL key on the keyboard.
− To unassign users from specific call centers, select the call centers in the
Assigned Call Centers column and click Remove <; or, to remove the user from
all call centers, click Remove All <<.
3) To save your changes click Apply or OK. Apply saves your changes. OK saves your
changes and returns to the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: There is no explicit association between route points and users in BroadWorks. Any
user who has been assigned the Call Center – Premium service can be an agent in a route
point, and any user can be a supervisor. To supervise agents, a user must have agents
assigned to them. To barge in on agents’ calls, supervisors must have the Directed Call Pickup
with Barge-in and Call Center Monitoring services assigned. Agents can escalate calls to users
who have been assigned as their supervisors.
1) For a selected user, click Profile. The User - Profile menu page appears.
2) Click Assign Route Point Supervisors. The User – Assign Route Point Supervisors
page appears.
3) Assign supervisors to the user.
− To assign all available supervisors, click Add All.
− To assign specific supervisors, in the Available Supervisors column, select the
supervisors and click Add.
To select several items in sequential order, click the first item, hold down the
SHIFT key, and click the last item. To select several items, but not in a particular
order, click the items while holding down the CTRL key on the keyboard.
− To unassign specific supervisors from the user, select the supervisors in the
Assigned Supervisors column and click Remove <; or, to unassign all
supervisors, click Remove All <<.
1) For a selected user, click Call Application Policies. The User – Call Application
Policies page appears.
2) Check the Enabled box for each application that you want to enable for the user.
3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: On a per-call basis, the system selects the policy to use based on the level at which the
policies are configured. If the user policies are not configured, the system uses the policies
defined at the group level.
1) For a selected user, click Call Processing Policies. The User – Call Processing
Policies page appears.
2) Select the options for the policies you want to enable as described in the following
table.
Field Description
Use User Calling Line Id Policy This option allows you to specify whether group or user-
Use Group Calling Line Id Policy level Calling Line ID policy should be used.
Select Use User Calling Line ID Policy to use the policy
configured on this page.
Select Use Group Calling Line ID Policy to use the group
policy.
External Calls (AS mode): This option allows you to override the Calling Line ID policy
Use user phone number for settings for non-emergency calls for a selected user.
Calling Line Identity Check Use user phone number for Calling Line Identity to
Use configurable CLID for send the user’s phone number as calling line ID for outgoing
Calling Line Identity non-emergency calls.
Use group/department phone Check Use configurable CLID for Calling Line Identity to
number for Calling Line Identity send the user’s custom calling line ID phone number for
outgoing non-emergency calls. You need to define this
number on the user’s Profile page.
Check Use group/department phone number for Calling
Line Identity to send the group or department phone number
as calling line ID for outgoing non-emergency calls. The
department phone number is used if the user belongs to a
department that has a phone number assigned; otherwise,
the group phone number is used. This option is enabled
only if there is a group phone number configured (at the
Group – Profile level). The group number, if available,
appears on this page.
Non-Emergency Calls (XS mode): This option allows you to specify the Calling Line ID policy
Use user phone number for settings for non-emergency calls at the group level.
Calling Line Identity Click Use user phone number for Calling Line Identity to
Use configurable CLID for send the user’s phone number as calling line identity.
Calling Line Identity Click Use configurable CLID for Calling Line Identity to send
Use group phone number for the user’s custom calling line ID as calling line identity.
Calling Line Identity
Check Use group phone number for Calling Line Identity to
send the group phone number as calling line identity. This
option is enabled only if there is a group phone number
configured (at the Group – Profile level). The group number,
if available, appears on this page.
Emergency Calls: This option allows you to override the Calling Line ID policy
Use user phone number for settings for emergency calls at the user level.
Calling Line Identity Check Use user phone number for Calling Line Identity to
Use configurable CLID for send the user’s phone number as calling line ID for outgoing
Calling Line Identity non-emergency calls.
Use group/department phone Check Use configurable CLID for Calling Line Identity to
number for Calling Line Identity send the user’s custom calling line ID phone number for
outgoing non-emergency calls. You need to define this
number on the user’s Profile page.
Check Use group/department phone number for Calling
Line Identity to send the group or department phone number
as calling line ID for outgoing emergency calls. The
department phone number is used if the user belongs to a
department that has a phone number assigned; otherwise,
the group phone number is used. This option is enabled
only if there is a group phone number configured (at the
Group – Profile level). The group number, if available,
appears on this page.
Use group name for Calling Line Check this option to use the group name for the user’s
Identity calling line identity.
Allow Department Name Override Check this option to allow the use of the department name
instead of the group calling line ID name for the user’s
calling line identity. Note that this option is only available
when the Use group name for Calling Line Identity option is
checked.
Block Calling Name for External Select this option to block the user’s calling name when the
Calls user makes a call to an external destination.
Calling Line ID Group Number This is a read-only field. It displays, if available, the calling
line identity number of the user’s group. If the group phone
number is not configured, this field is empty and the settings
that require group phone number are disabled.
Calling Line ID Group Name This is a read-only field. Depending on the configuration, it
can display the group name or the group calling line identity
name, or it can be empty. If this field is empty, the settings
that require group name are disabled.
Use User Dialable Caller ID This policy allows you to decide whether the user or group
Policy Dialable Caller ID policy should be used for the user.
Use Group Dialable Caller ID Select Use Group Dialable Caller ID Policy to use the group
Policy policy.
Select Use User Dialable Caller ID Policy to use the policy
defined on this page.
Dialable Caller ID: On/Off Check On to enable or check Off to disable the use of
dialable caller ID.
Use User Phone List Lookup This policy allows you to decide whether the user or group
Policy Phone List Lookup policy should be used for the user.
Use Group Phone List Lookup Select Use Group Phone List Lookup Policy to use the
Policy group policy.
Select Use User Phone List Lookup Policy to use the policy
defined on this page.
Phone List Lookup: On/Off Check On to enable or check Off to disable phone list
lookup.
3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) For a selected user, click Device Policies. The User – Device Policies page
appears.
2) In AS mode, select one of the two line policies:
− Single User Private and Shared Lines: When this policy is selected, you can
enable or disable device feature synchronization.
NOTE: The selected policy applies to all devices assigned to the user.
3) In XS mode, check Enable Call Decline to stop ringing at all Share Call Appearance
locations in addition to the primary location when the user declines the call at one of
these locations. Otherwise, uncheck the box.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: Only administrators with full access to office zones can configure office zones and
primary zones. Users with read-only access can only view this page.
1) For a selected user, click Office Zone. The User – Office Zone page appears.
2) Select the Office Zone and the Primary Zone for the user from the drop-down lists.
By default, Office Zone and Primary Zone are set to “None”. Once an office zone and
a primary zone have been selected for a user, these values can be modified but can
no longer be set to “None”.
3) Click Apply or OK. Apply saves your changes. OK saves your changes and returns
to the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Profile menu page, click Users. The Group – Users page with search
criteria boxes appears.
2) To display the list of users, enter the search criteria and click Search. The Group –
Users page displays the list of users that satisfy the criteria you entered.
3) Click Edit or any item on the row for the user. The User – Profile menu page
appears.
NOTE: Video ringback is only available if the Customer Ringback Video service is assigned.
Otherwise, only the Audio Ringback options appear on the Custom Ringback pages.
1) For a selected user, click Incoming Calls. The User – Incoming Calls menu page
appears.
2) Click Custom Ringback User. The User – Custom Ringback User page appears.
3) To activate a custom ringback, select Active.
4) To deactivate a custom ringback, unselect Active.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
NOTE: Group administrators are permitted to add custom ringback profiles that access files
through an URL.
The Customer Ringback User Add page contains the following tabs:
General – Use this tab to create a new ringback entry with default ringback settings.
Initial Ringback – Use this tab to modify audio and video ringback media settings for
the initial calls.
Waiting Ringback (optional) – Use this tab to modify ringback settings for call
waiting. Waiting Ringback tab will be displayed only when both Call Waiting and
Custom Ringback User – Call Waiting features are assigned.
NOTE: Selecting the Initial Ringback or Waiting Ringback tabs displays the corresponding tab on
the Custom Ringback User Modify page.
1) For a selected user, click Incoming Calls. The User – Incoming Calls menu page
appears.
2) Click Custom Ringback User. The User – Custom Ringback User page appears.
3) Click Add. The User- Custom Ringback User Add page appears.
4) In the Description text box, type a description for the Custom Ringback entry. The
description can be 1 through 50 characters and cannot contain the slash (“/”) or
backslash (“\”) characters.
5) Select Play custom ringback or Do not play custom ringback to enable or disable this
entry.
6) From the drop-down list, choose the Selected Time Schedule for this entry.
7) From the drop-down list, choose the Selected Holiday Schedule for this entry.
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8) In the Calls From section select from the following:
− To play the custom ringback for all callers, click Any Phone Number.
− To specify callers, click Following phone numbers and:
− Specify whether Custom Ringback should be played to any private number.
− Specify whether Custom Ringback should be played to any unavailable
number.
− To enter specific phone numbers, click the cursor in the text box and type the
complete phone number which should trigger the entry. Enter up to 12
numbers for each entry.
NOTE: You can use wildcard characters. The "?" is a wildcard character that can replace a
single digit anywhere in a digit string. A trailing "*" represents a digit string and can only appear
at the end of a string containing digits and "?" wildcard characters.
9) Specify the telephone numbers to which to accept calls by moving them to the
Selected Call To Numbers column. When no numbers are selected, this criterion is
ignored.
− In the Available Call To Numbers column, select the numbers and click Add >.
Or to select all numbers, click Add All >>.
− To remove some numbers from the Selected Call To Numbers column, select the
numbers and click Remove <. Or to remove all numbers, click Remove All <<.
You can select some or all of the items in a column. To select several items in
sequential order, click the first item, hold down the SHIFT key on the keyboard,
and then click the last item. To select several items, but not in a particular order,
click the items while holding down the CTRL key on the keyboard.
10) Save your changes. Click OK or Initial Ringback. OK saves your changes and
displays the previous page. Initial Ringback displays the Custom Ringback User
Modify page where you can modify the media for the custom ringback.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: Group administrators are permitted to add custom ringback profiles that access files
through an URL.
The Customer Ringback User Modify page contains the following tabs:
General – Use this tab to modify general settings or a ringback entry.
Initial Ringback – Use this tab to modify audio and video ringback media settings for
the initial calls.
1) For the selected user, click Incoming Calls. The User – Incoming Calls menu page
appears.
2) Click Custom Ringback User. The User – Custom Ringback User page appears.
3) Click Edit or any item on the row for the entry to modify. The User – Custom
Ringback User Modify page appears.
4) Type or select information for the profile. For the description of the settings available
on this page, see section 4.3.2.2 Add Custom Ringback User Profile.
Use the Initial Ringback tab on the User – Custom Ringback User Modify page to modify
audio and video ringback media settings for the initial calls.
NOTE 1: The Video Ringback section is shown only when the Custom Ringback User – Video
feature is assigned to the user.
NOTE 2: For video ringback, you must specify a custom video ringback file (not Default) and the
user must have a video-capable phone. In all other cases, if you specify a custom audio
ringback file, that is played. Otherwise, the default audio file is plays.
1) On the User – Custom Ringback User Modify page, click Initial Ringback.
2) Specify the audio ringback file, the video ringback file, or both files, as applicable:
− To use the default ringback, click No Personal Ringback. For video ringback, the
default setting plays the audio file (not video).
− To select the URL, click URL and type the URL address. The URL should be in
the following format: http/https://<domain name/IP address>[<:port>][path].
3) Save your changes. Click OK or another tab. OK saves your changes and displays
the previous page. Clicking another tab displays the selected page.
To exit without saving, select another page or click Cancel to display the previous page.
Use the Waiting Ringback tab on the User – Custom Ringback User Modify page to
modify audio and video ringback media settings for call waiting.
NOTE: The Waiting Ringback tab is displayed only when both Call Waiting and Custom
Ringback User – Call Waiting features are assigned. The Video Ringback section is shown only
when Custom Ringback User – Video feature assigned.
1) On the User – Custom Ringback User Modify page, click Waiting Ringback.
2) Specify the audio ringback file, the video ringback file, or both files, as applicable:
− To use the default ringback, click No Personal Ringback. For video ringback, the
Default setting plays the audio file (no video).
− To select the URL, click URL and type the URL address. The URL should be in
the following format: http/https://<domain name/IP address>[<:port>][path].
− To select a personal ringback file, click Personal Ringback and then select a file
from the drop-down list.
3) Save your changes. Click OK or another tab. OK saves your changes and displays
the previous page. Clicking another tab displays the selected page.
To exit without saving, select another page or click Cancel to display the previous
page.
WARNING: This action cannot be undone. Once you click Delete, the instance is permanently
deleted.
1) For a selected user, click Incoming Calls. The User – Incoming Calls menu page
appears.
2) Click Alternate Numbers. The User – Alternate Numbers page appears.
3) To turn the Distinctive Ring on or off for calls to alternate numbers, check On or Off.
4) To configure a phone number, from the Phone Number drop-down list, select and add
an alternate phone number.
The activation status of the assigned phone number is displayed to the right of the
number under the Activated column. The status is not shown if the phone number is
set to “None”.
NOTE: A user can have any combination of phone numbers and extensions.
NOTE: There are different Call Waiting ring patterns associated with each of the four Alternate
Number ring patterns. If the user has the Call Waiting feature assigned and enabled, the call
waiting ring pattern is based on the Alternate Number ring pattern selected.
1) For a selected user, click Incoming Calls. The User – Incoming Calls menu page
appears.
2) Click Terminating Alternate Trunk Identity. The User – Terminating Alternate
Trunk Identity page appears.
1) On the Group – Profile menu page, click Users. The Group – Users page with search
criteria boxes appears.
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2) To display the list of users, enter the search criteria and click Search. The Group –
Users page displays the list of users that satisfy the criteria you entered.
3) Click Edit or any item on the row for the user. The User – Profile menu page
appears.
4) Click Outgoing Calls. The User – Outgoing Calls menu page appears.
5) To display your Home page, click Group or Home.
NOTE: The system is delivered with default Calling Party Categories. However, they can be
customized and localized at the system level. Contact your system administrator with questions
about the calling party categories available in your system.
1) For a selected user, click Outgoing Calls. The User – Outgoing Calls menu page
appears.
2) Click Calling Party Category. The User – Calling Party Category page appears.
3) Select the category from the drop-down list.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
The default categories are listed below. However, the system administrator can customize
the categories. Contact your system administrator about the calling party categories
available in your system.
Special: The user is always routed to an operator services system.
1) For a selected user, click Outgoing Calls. The User – Outgoing Calls menu page
appears.
2) Click Resource Priority. The User – Resource Priority page appears.
3) To use the system default resource priority, check Use system default resource
priority. Or to assign a different resource priority to the user, select the priority from
the drop-down list.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Profile menu page, click Users. The Group – Users page with search
criteria boxes appears.
1) For the selected user, click Call Control. The User – Call Control menu page
appears.
2) Click Directed Call Pickup with Barge-in. The User – Directed Call Pickup with
Barge-in page appears.
3) To turn the Warning Tone feature on or off for barge-in calls to other users in the
same group, check On or Off.
4) To turn the Automatic Target Selection feature on or off for barge-in calls to other
users in the same group, check On or Off.
5) To enable or disable Silent Monitoring Warning Tone, check On or Off. When the
warning tone is enabled, other users in your group hear a warning tone when you
start to silently monitor their call. This option is displayed only for users that have the
Call Center Monitoring service assigned.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
1) On the User – Call Control menu page, click Advice of Charge. The User – Advice
of Charge page appears.
2) To activate Advice of Charge, click On; to deactivate it, click Off.
3) For the Type parameter, which specifies the way charge information is be delivered to
your phone, click During Call to receive charge information during calls, or click End of
Call to receive charge information at the end of calls.
4) To save your changes, click Apply. To save your changes and display the previous
page, click OK.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: For information on configuring other BroadWorks Mobility settings (such as alerting and
call anchoring), see the BroadWorks User Web Interface Administration Guide. These settings
can be configured by the user.
1) On the User – Call Control menu page, click BroadWorks Mobility. The User –
BroadWorks Mobility page appears.
2) To enable the service select On; to disable it, select Off. Note that you cannot enable
the service unless there is at least one mobile device configured for the user.
3) To allow the user to configure call anchoring, check the Use Mobile Identity Call
Anchoring Controls box.
4) To prevent calls to user's own mobile devices, check Prevent Calls To User's Own
Mobile Identities box.
1) On the User – Call Control menu page, click BroadWorks Mobility. The User –
BroadWorks Mobility page appears.
2) Click Edit in the row of the mobile identity to configure. The BroadWorks Mobility –
Mobile Identity page appears. The General tab is displayed by default.
3) In the Description text box, enter the description of the mobile identity.
4) Select zero or more of the following options. Note that some options can be modified
by the user.
Option Name Description
Alert for Agent Calls This parameter specifies whether to make the mobile
phone ring when a hunt group, call center, or route point
for which the user is an agent distributes a call to them.
Alert for Click To Dial Calls This parameter specifies whether to make the mobile
phone ring for Click To Dial calls.
Alert for Group Paging Calls This parameter specifies whether to make the mobile
phone ring when the user is paged.
Use Mobility Calling Line ID This parameter specifies whether to use the mobile
phone number as calling line identity when the user
makes a call from this mobile device.
Use Mobility Connected Identity This parameter specifies whether to use the mobile
number as connected identity for to the mobile device.
The mobile location has to have the Use Mobility Calling
Line ID option enabled as well for this option to be
effective. The mobile number is used as connected
identity regardless of whether the call is answered at the
mobile or fixed device.
Require Answer Confirmation This parameter specifies whether to require the user to
enter a confirmation digit before the mobile call leg
answered by the user is completed.
Use BroadWorks-based Call Control This parameter specifies whether the call control should
Services be performed by BroadWorks and not by the mobile
device.
Mark CDRs as Intra-Enterprise/Group This parameter specifies whether calls made directly to
Calls the mobile identity from other BroadWorks users within
the same enterprise or group should be recorded as
intra-enterprise/group calls in the call detail record.
Identity/Device The drop-down box lists The name of the identity/device profile to
Profile Name * the available assign to this user. You can select an
identity/device profiles. existing identity/device profile or you may
select New Identity/Device Profile to create a
new identity/device profile on this page.
Contact Can only contain letters, Up to five contact addresses for the user.
digits, and the following Only available for identity/device profile types
characters: -, _, !, ~, *, (, that allow static registrations.
), &, =, +, $, ?, /, period, In IMS deployments and in Hybrid mode,
semicolon, or single multiple contacts are not allowed.
quotes.
Path The format should follow Routing information to the device, one for
the RFC 3327 each configured contact. Used when Path
specification. header support is enabled.
− To modify a selected identity/device profile, click Apply to save your changes and
then click the Configure Identity/Device Profile link. The Identity/Device Profile
Modify page appears.
NOTE: You can only modify identity/device profiles defined for your group.
8) In the BroadWorks Mobility Configuration section, select one of the following User
Level options:
− Select Group Settings to use the BroadWorks Mobility settings defined for the
group.
− Select User Settings to use the BroadWorks Mobility settings defined on this page
and configure the settings as follows:
− Check Deny Call Originations to block outgoing calls from the mobile device.
− Check Deny Call Terminations to block incoming calls to the mobile device.
− In the Network Translation Index text box, enter the Network Translation
Index (NTI) used to route calls from this device. The NTI configured on this
page overrides the NTI configured at a higher level. The device has to have
the Use Mobility Calling Line ID option enabled for the NTI to be used.
NOTE: For information on configuring alerting and call anchoring for a mobile device, see the
BroadWorks User Web Interface Administration Guide. These settings can be configured by the
user.
NOTE: This option is enabled only if the Agent Unavailable Codes feature is enabled for the
group (on the Group – Agent Unavailable Codes page) and if the user’s ACD state is set to
“Unavailable”. For more information, see the BroadWorks Application Server Group Web
Interface Administration Guide – Part 1 (for service provider groups) or the BroadWorks
Application Server Enterprise Web Interface Administration Guide (for enterprise groups).
7) For the Agent Threshold Profile option, select a threshold profile from the drop-down
list. You define agent threshold profiles on the Group – Agent Threshold Profiles
page. For more information, see section 6.2.2 Agent Threshold Profiles (Call Center –
Premium and Call Center – Standard).
8) For the Use Agent Unavailable Settings option, check Default to use system or group
defaults or check User to use the user’s availability settings configured on this page
and configure the settings as follows:
− Check Force agent to unavailable on Do Not Disturb activation to automatically
change the user’s ACD status to “Unavailable”, when the user activates the Do
Not Disturb service.
− Check Force agent to unavailable after <X> consecutive bounced calls and then
select the number of bounced calls from the drop-down list to automatically
change the user’s ACD status to “Unavailable” when the user fails to answer the
set number of consecutive call center calls.
− Check Force agent to unavailable on not reachable to automatically change the
user’s ACD status to “Unavailable” when the user becomes unreachable.
In addition, for a user with the Call Center – Premium service:
− Select Force agent to unavailable on personal calls if you want the user’s ACD
status to automatically change to “Unavailable” when the user is on a private call.
9) To allow the user to make outgoing calls from a call center number, check Make
outgoing calls as and select the call center or Dialed Number Identification Service
(DNIS) name from the drop-down list.
NOTE: If the agent is removed from a call center and the number belonging to that call center
is selected for outgoing calls, the Make outgoing calls as option is automatically unchecked.
The available numbers are the DNIS numbers of the Premium call centers the agent is
assigned to that allow outgoing calls made by agents.
10) To modify the agent’s skill level for a call center with skill-based routing, select the new
skill level from the drop-down list on the row for the call center.
1) For the selected user, click Call Control. The User – Call Control menu page
appears.
2) Click Charge Number. The User – Charge Number page appears.
3) Select the charge number from the drop-down list.
4) Select Use Charge Number For Enhanced Translations if you want the Application
Server to send the charge number to the Network Server (by including it in the From
header).
5) Click Include Charge Number for Network Calls if you want the Application Server to
add a Charge or P-Charge-Info header to the SIP INVITE sent to the network for the
outgoing calls.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) For a selected user, click Call Control. The User – Call Control menu page appears.
2) Click Flexible Seating Guest. The User – Flexible Seating Guest page appears.
The Profile tab is displayed by default.
3) Enter the required identity/device profile information as shown in the following table.
Field Name Values Description
Identity/Device The drop-down list displays The name of the identity/device profile to
Profile Name available identity/device profiles. assign to the user's Flexible Seating
Guest service.
Line/Port A valid line/port, maximum 161 The user's line number or SIP address,
characters in user@domain depending on the identity/device profile
format. type you selected.
The user part can contain a
leading +, letters, digits, and the
following characters: -, _, !, ~, *,
(, ), periods, and single quotes.
The drop-down box lists the
available domains.
Contact Can only contain letters, digits, Contact address. Only available for
and the following characters: -, _, identity/device profile types that allow
!, ~, *, (, ), &, =, +, $, ?, /, periods, static registrations.
semicolons, or single quotes.
Path The format should follow the RFC Routing information to the device, one for
3327 specification. each configured contact. Used when
Path header support is enabled.
4) If the Configure Device via Visual Device Management link is available, you can use it
to configure the device using a graphical device management tool. To do so, click
Apply to save your changes and then click the link to access the tool.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) For a selected user, click Call Control. The User – Call Control menu page appears.
2) Click Group Night Forwarding. The User – Group Night Forwarding page appears.
3) To enable the service, select On, to disable it select Off, or to use the group-level
setting, select Use Group Setting. The current value of the setting is displayed next to
this option.
NOTE: The user-level setting takes precedence over the group-level setting.
NOTE: A user may not be both a hoteling host and a hoteling guest at the same time. If both of
these services are assigned to a user, that user will be unable to accept any guests or associate
with any hosts until one of these services is unassigned.
1) For a selected user, click Call Control. The User – Call Control menu page appears.
2) Click Hoteling Host. The User – Hoteling Host page appears.
3) To enable the service, check On, to disable it check Off.
4) In the Association Limit box, specify the maximum length of time in hours (from 1
through 999) guests may associate themselves with this user account. If the
association limit is not enforced, the guest user is allowed to associate with the Host
user indefinitely. If the association limit is enforced, the guest user has a defined
amount of time that they are allowed to associate with the Host user.
5) If your group is part of an enterprise, use the Access Level to determine the scope of
the host. Select Enterprise to allow users in your enterprise to associate themselves
with this user account, or select Group to restrict access to this host only for users
within your group.
6) If a guest is currently associated with this user account, the Associated Guest area of
the page displays the identity of the guest user.
7) Click Force Release to disassociate the listed guest from this host.
8) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) For a selected user, click Call Control. The User – Call Control menu page appears.
2) Click Physical Location. The User – Physical Location page appears.
3) To turn the service on or off, check On or Off.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) For a selected user, click Call Control. The User – Call Control menu page appears.
2) Click Shared Call Appearance. The User – Shared Call Appearance page appears.
3) To configure device policies, click the Configure device policies link. The User –
Device Policies page appears. For more information, see section 4.2.14 Configure
Device Policies.
4) To delete a shared call appearance location, select the Delete box in the
corresponding row.
5) To alert all the shared call appearance locations when the user places calls from a
Click To Dial-enabled client, select the Alert all appearances for Click-to-Dial calls box.
6) In AS mode, to alert all the shared call appearance locations for group paging calls,
select the Alert all appearances for Group Paging calls box.
7) Select Allow Call Retrieve from another location to dial a feature access code to
retrieve an existing active call from another location.
8) To allow each of the shared call appearance locations to be used while the user is on
a call, click On next to the Multiple Call Arrangement option. Otherwise, once a user
is on a call, only that shared call appearance location can be used.
NOTE: This button appears only if the user is assigned this service.
9) Check Allow bridging between locations to allow bridging. This allows one or more
users to pick up the device at a user’s shared call appearance locations and barge in
on the user’s current call.
10) Check Enable Call Park notification to alert all shared call appearance locations when
a call is parked at the user’s extension.
− None
− Barge-in only
− Barge-in and repeat every 30 seconds
Barge-in and Barge-in and repeat every 30 seconds alert all the users on a call that
the call has been bridged.
12) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
Figure 72 User – Shared Call Appearance Add (AS Mode – IMS Deployments)
1) For a selected user, click Call Control. The User – Call Control menu page appears.
2) Click Shared Call Appearance. The User – Shared Call Appearance page appears.
3) Click Add. The User – Shared Call Appearance Add page appears.
4) Enter values for the fields in the following table.
Field Name Values Description
Identity/Device The drop-down list displays The name of the identity/device profile
Profile Name available identity/device to assign to this shared call appearance
profiles. location. You may select any
identity/device profile configured on the
system, or you may select "New
Identity/Device Profile" to create a new
identity/device profile by providing
additional settings on this page. See
the following table for details.
Line/Port A valid line/port, maximum The line number or SIP address of the
161 characters in new shared call appearance location,
user@domain format. depending on the identity/device profile
The user part can contain a type you selected.
leading +, letters, digits, and Not available in IMS deployments.
the following characters: -, _,
!, ~, *, (, ), periods, and single
quotes.
The drop-down box lists the
available domains.
Public Identity Maximum 161 characters in The SIP address of the new shared call
user@domain format. The appearance location.
user part can only contain Only available in IMS deployments.
letters, digits, and the
following characters: -, _, !,
~, *, (, ), periods, and single
quotes.
The available domains are
listed in the drop-down box.
Private Identity Maximum 161 characters in The user's private SIP address.
user@domain format. The Only available in XS mode.
user part can only contain
letters, digits, and the
following characters: -, _, !,
~, *, (, ), periods, and single
quotes.
The domain part can only
contain letters, digits, periods,
colons, dashes, and square
brackets.
Port Number The drop-down list displays The device port number to assign to this
the ports available on the location.
device. Note that the Port Number field is only
displayed when static line ordering is
enabled for the identity/device type.
Contact Can only contain letters, A SIP contact address for the new
digits, and the following shared call appearance location. Only
characters: -, _, !, ~, *, (, ), &, available for identity/device profile types
=, +, $, ?, /, period, that allow static registrations.
semicolon, or single quotes.
Path The format should follow the Routing information to the device, one
RFC 3327 specification. for each configured contact. Used
when Path header support is enabled.
If you choose to create a new identity/device profile, you must configure the new
identity/device profile using the following settings.
Field Values Description
Identity/Device The drop-down list displays The type of identity/device profile to use
Profile Type * the list of available as a basis for your new identity/device
identity/device profile types. profile.
Mac Address 12 characters containing only The MAC address of the hardware
uppercase letters and digits. represented by the identity/device
profile.
Not available in IMS deployments.
Line/Port A valid line/port, maximum The line, port number, or SIP address of
161 characters in the new shared call appearance
user@domain format. location, depending on the
The user part can contain a identity/device profile type you selected.
leading +, letters, digits, and Not available in IMS deployments.
the following characters: -, _,
!, ~, *, (, ), periods, and single
quotes.
The drop-down box lists the
available domains.
Public Identity Maximum 161 characters in The SIP address of the new shared call
user@domain format. The appearance location.
user part can only contain Only available in IMS deployments.
letters, digits, and the
following characters: -, _, !, ~,
*, (, ), periods, and single
quotes.
The available domains are
listed in the drop-down box.
Private Identity Maximum 161 characters in The user's private SIP address.
user@domain format. The Only available in XS mode.
user part can only contain
letters, digits, and the
following characters: -, _, !, ~,
*, (, ), periods, and single
quotes.
The domain part can only
contain letters, digits, periods,
colons, dashes, and square
brackets.
Port Number The drop-down list displays The device port number to assign to this
the ports available on the location. You select the port number
device. from the list of ports available on the
device.
Note that the Port Number field is only
displayed when static line ordering is
enabled for the identity/device type.
Contact Can only contain letters, digits, A SIP contact address for the new
and the following characters: - shared call appearance location. Only
, _, !, ~, *, (, ), &, =, +, $, ?, /, available for identity/device profile types
periods, semicolons, or single that allow static registrations.
quotes.
Path The format should follow the Routing information to the device, one for
RFC 3327 specification. each configured contact. Used when
Path header support is enabled.
WARNING: The delete function cannot be undone. Once you click Delete, your deletion is final.
Click Cancel if you want to avoid a deletion.
NOTE: If you do not have the administrative privileges required to modify the identity/device
profile, you see “Not Configurable”.
1) For a selected user, click Call Control. The User – Call Control menu page appears.
2) Click Video Add-On. The User – Video Add-On page appears.
3) To enable the service check On, to disable it check Off.
4) Select the maximum delay time for video calls from the Maximum Originating Call
Delay drop-down list.
5) Specify an identity/device profile for the service.
− Check Identity/Device Profile to assign a specific identity/device profile to the
user. When you click this button, a new area of controls appears, allowing you to
specify the identity/device profile.
Field Values Description
Line/Port * A valid line/port, maximum 161 The user's line, port number, or
characters in user@domain SIP address, depending on the
format. identity/device profile type you
The user part can contain a selected.
leading +, letters, digits, and the Not available in IMS deployments.
following characters: -, _, !, ~, *, (,
), periods, and single quotes.
The drop-down box lists the
available domains.
Port Number The drop-down list displays the The device port number. You
ports available on the device. select the port number from the list
of ports available on the device.
Note that the Port Number field is
only displayed when static line
ordering is enabled for the
identity/device profile type.
Contact Can only contain letters, digits, and A SIP contact address for the
the following characters: -, _, !, ~, user. Only available for
*, (, ), &, =, +, $, ?, /, periods, identity/device profile types that
semicolons, or single quotes. allow static registrations.
Path The format should follow the RFC Routing information to the device,
3327 specification. one for each configured contact.
Used when Path header support is
enabled.
You can also re-configure the identity/device profile assigned to the user by
clicking Configure Identity/Device Profile, if shown. The Identity/Device Profile
Modify page displays.
If you choose to create a new identity/device profile, you must configure the new
identity/device profile using the following settings.
Field Values Description
Identity/Device The drop-down list displays the The type of identity/device profile
Profile Type * available identity/device profile to use as a basis for your new
types. identity/device profile. Only video-
enabled identity/device profile
types are listed.
Host Name/IP 1 through 80 characters. Cannot The network address of the new
Address contain spaces or the @ symbol. identity/device profile.
Not available in IMS deployments.
MAC Address 12 characters containing only The MAC address of the hardware
uppercase letters and digits. represented by the identity/device
profile.
Not available in IMS deployments.
Port Number The drop-down list displays the The device port number. You
ports available on the device. select the port number from the list
of ports available on the device.
Note that the Port Number field is
only displayed when static line
ordering is enabled for the
identity/device profile type.
Contact Can only contain letters, digits, A SIP contact address for the user.
and the following characters: -, _, Only available for identity/device
!, ~, *, (, ), &, =, +, $, ?, /, periods, profile types that allow static
semicolons, or single quotes. registrations.
Path The format should follow the RFC Routing information to the device,
3327 specification. one for each configured contact.
Used when Path header support is
enabled.
1) On the Group – Profile menu page, click Users. The Group – Users page with search
criteria boxes appears.
2) To display the list of users, enter the search criteria and click Search. The Group –
Users page displays the list of users that satisfy the criteria you entered.
This page is a list page. Depending on the number of pages of data in a list, list
pages allow you to search several different ways. You can click the heading of a
column to change the sort order of items in the column, use the input boxes to specify
search criteria, or click the page links, for example, Next or Previous. For more
information on defining search criteria, see the BroadWorks Getting Started Web
Interface Administration Guide.
3) Click Edit or any item on the row for the user. The User – Profile menu page
appears.
4) Click Calling Plans. The User – Calling Plans menu page appears.
5) To display your Home page, click Group or Home.
1) For a selected user, click Calling Plans. The User – Calling Plans menu page
appears.
2) Click Incoming Calling Plan. The User – Incoming Calling Plan page appears.
3) To make the user settings editable, select the Custom Settings check box.
4) In the Calls From Within Group, Collect Calls, and any rules for digit string numbers,
select (allow) or unselect (prevent) the Permitted check box for the user, for one or
more of the call types.
5) In the Calls From Outside Group drop-down list, choose one of these settings:
“Y” Allows user to receive all calls from outside the group.
“P” Allows user to receive calls from outside the group only if the outside call is
transferred or forwarded to the user by another user inside the group.
“N” Prevents user from receiving all calls from outside the group, even if the outside
call has been transferred or forwarded by a user inside the group.
NOTE: Fully restricted users ("N" for Calls From Outside Group) cannot pick up outside calls in
their call pickup group or outside calls parked by a user in their group.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page. To exit without saving, select another page
or click Cancel to display the previous page.
Originating Calls You use this tab to configure the types of calls the user is allowed to make.
Depending on the Outgoing Calling Plan service assigned to your group
(Outgoing Calling Plan or Enhanced Outgoing Calling Plan) the
information on this tab changes as illustrated in Figure 79 and Figure 80.
Initiating Call Depending on the system configuration you use this tab either to configure
Forwards/Transfers the types of calls the user is allowed to forward and transfer or only the
or types of calls the user is allowed to forward.
Initiating Call Forwards The system can be configured to assign a unique set of call types for calls
a user transfers or forwards (system default). The system can also be
configured to apply a unique set of call types only for calls a user forwards.
Being You use this tab to specify whether user’s calls can be forwarded or
Forwarded/Transferred transferred outside the user’s group.
Call Me Now You use this tab to configure the types of calls the user is allowed to make
for the Call Me Now service. This tab only appears if the Call Me Now
service has been authorized for your group.
1) For a selected user, click Calling Plans. The User – Calling Plans menu page
appears.
2) Click Outgoing Calling Plan. The User – Outgoing Calling Plan page appears. The
Originating Calls tab is displayed by default.
3) To make the user settings editable, select the Custom Settings check box.
4) Edit the Originating Calls settings.
− If your group has been assigned the Outgoing Calling Plan service, for each call
type listed check or uncheck the Permitted check box to allow or block the call
type.
− If your group has been assigned the Enhanced Outgoing Calling Plan service, for
each type of call listed, select “Y”, “N”, “A”, or “TX”:
− “Y” or “N” means the user can or cannot make that type of outgoing call.
− “A” means the user must enter an authorization code to make that type of
outgoing call.
− “TX” (where X = 1, 2, or 3) means that the user is transferred to the specified
transfer number upon attempting to make that type of outgoing call.
For information on configuring transfer numbers for use on this page, see section
4.6.6 Configure Transfer Numbers.
5) To edit the call forwarding and/or transfer settings, click the Initiating Call
Forwards/Transfers tab or the Initiating Call Forwards tab.
6) To make the user settings editable, check the Custom Settings box.
7) Configure the settings as follows.
− To allow a call type, select the Permitted check box.
− To prevent a call type, unselect the Permitted check box.
11) To edit the Call Me Now settings (if applicable), click the Call Me Now tab.
12) To make the user settings editable, check the Custom Settings box.
13) Configure the settings as follows:
− To allow a call type, select the Permitted check box.
− To prevent a call type, unselect the Permitted check box.
14) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) For a selected user, click Calling Plans. The User – Calling Plans menu page
appears.
2) Click Outgoing Authorization Codes. The User – Outgoing Authorization Codes
page appears. The page lists any outgoing authorization codes currently assigned to
the selected user.
3) To make the user settings editable, select the Custom Settings check box and click
Apply to save your change. You cannot add or delete user authorization codes
unless customization is enabled.
4) To delete a code, select Delete and click Apply.
5) To display the previous page, click OK or Cancel.
1) For a selected user, click Calling Plans. The User – Calling Plans menu page
appears.
2) Click Outgoing Authorization Codes. The User – Outgoing Authorization Codes
page appears.
3) To make the user settings editable, select the Custom Settings check box and click
Apply to save your change. You cannot add or delete user authorization codes
unless customization is enabled.
4) Click Add. The User – Codes Management Add page appears. If you click Add
without enabling customization, an error message appears.
5) Enter the new authorization code, with a brief description if desired. An authorization
code must be an integer from 2 through 14 digits.
6) Click OK. The User – Outgoing Authorization Codes page appears, listing your new
authorization code.
7) To display the previous page, click OK or Cancel.
NOTE: Unselecting the Custom Settings box and saving your changes (by clicking OK or
Apply) deletes all custom authorization codes currently assigned to the selected user.
Originating Calls You use this tab to configure the types of calls the user is allowed to make.
Depending on the Outgoing Calling Plan service assigned to your group
(Outgoing Calling Plan or Enhanced Outgoing Calling Plan) the
information on this tab changes as illustrated in Figure 87 and Figure 88.
Initiating Call The system can be configured to assign a unique set of call types for calls
Forwards/Transfers a user transfers or forwards (system default). The system can also be
or configured to apply a unique set of call types only for calls a user forwards.
Initiating Call Forwards Depending on the system configuration you use this tab either to configure
the types of calls the user is allowed to forward and transfer or only the
types of calls the user is allowed to forward.
Call Me Now You use this tab to configure the types of calls the user is allowed to
establish for the Call Me Now service. This tab only appears if the Call Me
Now service has been authorized for your group.
1) For a selected user, click Calling Plans. The User – Calling Plans menu page
appears.
2) Click Outgoing Digit Plan. The User – Outgoing Digit Plan page appears. The
Originating Calls tab is displayed by default.
3) To make the user settings editable, select the Custom Settings check box.
4) Configure the setting for originating calls.
− If your group has been assigned the Outgoing Calling Plan service, for each call
type listed check or uncheck the Permitted check box to allow or block the call
type.
− If your group has been assigned the Enhanced Outgoing Calling Plan service, for
each type of call listed, select “Y”, “N”, “A”, or “TX”:
− “Y” or “N” means the user can or cannot make that type of outgoing call.
− “A” means the user must enter an authorization code to make that type of
outgoing call.
− “TX” (where X = 1, 2, or 3) means that the user is transferred to the specified
transfer number upon attempting to make that type of outgoing call.
For information on configuring transfer numbers for use on this page, see section
4.6.6 Configure Transfer Numbers.
5) To edit the settings for forwarding and or/transferring calls, click the Initiating Call
Forwards/Transfers tab or the Initiating Call Forwards tab.
6) To make the user settings editable, select the Custom Settings check box.
7) Configure the settings as follows:
− To allow a call type, select the Permitted check box.
− To prevent a call type, unselect the Permitted select box.
8) To edit the settings for Call Me Now calls, if applicable, click the Call Me Now tab.
9) To make the user settings editable, select the Custom Settings check box.
10) Configure the settings as follows:
− To allow a call type, select the Permitted check box.
− To prevent a call type, unselect the Permitted select box.
1) For a selected user, click Calling Plans. The User – Calling Plans menu page
appears.
2) Click Transfer Numbers. The User – Transfer Numbers page appears.
3) To make the user settings editable, select the Custom Settings check box.
4) Enter the desired numbers in the boxes provided. An outgoing phone number must
be from 2 through 30 digits and can contain only digits or be in E.164 format.
Additional spaces and dashes are allowed but are not included in the number.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: Unselecting the Custom Settings box and saving your changes (by clicking OK or
Apply) deletes all transfer numbers currently assigned to the selected user.
Originating Calls You use this tab to configure the types of calls the
user is allowed to make.
Call Me Now You use this tab to configure the types of calls the
user is allowed to make for the Call Me Now
service. This tab only appears if the Call Me Now
service has been authorized for your group.
1) For a selected user, click Calling Plans. The User – Calling Plans menu page
appears.
2) Click Outgoing Pinhole Digit Plan. The User – Outgoing Pinhole Digit Plan page
appears. The Originating Calls tab is displayed by default.
3) To make the user settings editable, select the Custom Settings check box.
4) Configure the setting for originating calls. For each type of call listed, select “Y”, “N”,
“A”, or “TX”:
− “Y” or “N” means the user can or cannot make that type of outgoing call.
− “A” means the user must enter an authorization code to make that type of
outgoing call.
− “TX” (where X = 1, 2, or 3) means that the user is transferred to the specified
transfer number upon attempting to make that type of outgoing call.
5) To edit the settings for forwarding and or/transferring calls, click the Initiating Call
Forwards/Transfers tab or the Initiating Call Forwards tab.
6) To make the user settings editable, select the Custom Settings check box.
7) Configure the settings as follows:
− To allow a call type, select the Permitted check box.
− To prevent a call type, unselect the Permitted select box.
1) On the Group – Profile menu page, click Users. The Group – Users page with search
criteria boxes appears.
2) To display the list of users, enter the search criteria and click Search. The Group –
Users page displays the list of users that satisfy the criteria you entered.
This page is a list page. Depending on the number of pages of data in a list, list
pages allow you to search several different ways. You can click the heading of a
column to change the sort order of items in the column, use the input boxes to specify
search criteria, or click the page links, for example, Next or Previous. For more
1) For a selected user, click Client Applications. The User – Client Applications menu
page appears.
2) Click Busy Lamp Field. The User – Busy Lamp Field page appears.
3) Type the name to associate with the list of users to monitor and select the domain
from the drop-down list. The name can only contain a leading plus sign, letters,
numbers, and the following characters: -, _, !, ~, *, (, ), periods, or single quotes.
1) On the User – Meet-Me Conferencing menu page, click Conferences. The User –
Meet-Me Conferences page appears.
2) In the row of the conference to edit, click Edit. The User – Meet-Me Conference
Modify page appears.
3) Check Restrict number of participants to <X> and enter the number in the text box.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page. To exit without saving, select another page
or click Cancel to display the previous page.
1) On the User – Meet-Me Conferencing menu page, click Conferences. The User –
Meet-Me Conferences page appears.
2) Click Add. The User – Meet-Me Conference Add page appears.
3) From the Bridge Name drop-down list, select the bridge to use for this conference.
4) In the Title text box, enter the conference title (from 1 through 80 characters).
5) In the Estimated number of participants text box, enter the estimated number of
participants the conference may have.
You can enter a number from 1 through 294 but not higher than the maximum
number of ports available on the bridge on which this conference is hosted and not
higher that the number you enter in the Restrict number of participants text box.
6) Check Restrict number of participants to <X> check box and enter the number in the
text box. You can enter a number from 1 through 294 but not higher than the
maximum number of ports available on the bridge on which this conference is hosted.
NOTE: For conferences with more than 147 attendees; attendees are muted on entry, and the
entry/exit tones and name announcements are disabled.
However, if you check the Allow participant unmute in Automatic Lecture Mode option,
participants have the ability to mute and unmute themselves using *1. This ability is limited to
100 unmuted participants in Automatic Lecture Mode.
9) Specify the type of conference you want to create. Select One Time, Recurring, or
Reservationless.
10) Specify the conference time. In the Conference Time section, configure the following:
NOTE: The conference cannot be scheduled to last longer that the maximum conference
duration configured for the bridge.
− Specify the start date of the conference. In the Start Date box, enter the date in
month/day/year format or select the date from the pop-up calendar.
− Specify the end date of the conference. For End Date, select Never or Date, if
Never is an option. If you selected Date (or if Date is the only option), enter the
date in month/day/year format or select the date from the pop-up calendar.
− Specify the date of the conference. In the Start Date box, enter the date in
month/day/year format or select the date from the pop-up calendar.
− Specify the time of day the conference is scheduled to run. In the Start Time box,
type a time (HH:MM, 0 < HH < 12, 00 <= MM < = 59) and select AM or PM from
the drop-down list.
− Specify the Duration of the conference by selecting the number of hours and
minutes from the drop-down lists.
For a recurring conference
− Specify the start date of the conference. In the Start Date box, enter the date in
month/day/year format or select the date from the pop-up calendar.
− Specify the time of day the conference is scheduled to run. In the Start Time box,
type the time (HH:MM, 0 < HH < 12, 00 <= MM < = 59) and select AM or PM from
the drop-down list.
− Specify the Duration of the conference by selecting the number of hours and
minutes from the drop-down lists.
− Enter the recurrence pattern. From the Recurs drop-down list, select the type of
recurrence from the following options:
− Daily and specify the frequency of occurrence in days (from 1 through 999).
− Weekly and specify the frequency of occurrence in weeks (from 1 through
999), and the day or days of the week on which the conference should run.
− Monthly and specify the frequency of occurrence in months (from 1 through
999) and the day for the recurrence of the conference. For the day of
recurrence, select one of the following options:
− To schedule the conference on a specific day of the month, for example
the 27th, check Day <X> of the month and enter the day from 1 through
31. If you select 29, 30, or 31, the occurrence will fall on the last day of
the month for months that are shorter than 29, 30, or 31 days
respectively.
1) On the Group – Profile menu page, click Users. The Group – Users page with search
criteria boxes appears.
2) To display the list of users, enter the search criteria and click Search. The Group –
Users page displays the list of users that satisfy the criteria you entered.
NOTE: To use Fax Messaging, a user must also be assigned the Voice Messaging User
service. A user’s Fax Messaging service inherits the configured settings for their Voice
Messaging User service. That is, fax messages are handled in the same way as the user’s
voice and video messages.
1) For a selected user, click Messaging. The User – Messaging menu page appears.
2) Click Fax Messaging. The User – Fax Messaging page appears.
3) Use the Fax Messaging control to enable the service for the user. Check On to
enable the service. Check Off to disable the service.
1) For a selected user, click Messaging. The User – Messaging menu page appears.
2) Click Integrated IM&P. The User – Integrated IM&P page appears.
3) Use the Integrated IM&P control to enable the service for the user. Check On to
enable the service. Check Off to disable the service.
4) To select the user ID on which to base the IM&P ID for the user:
− Disable the service. The ID can only be modified when the service is disabled.
− Select a new ID from the drop-down list.
− Enable the service. This step is important to perform; otherwise, your change will
be lost.
5) To regenerate the IM&P ID password, click the Regenerate IM&P Password link.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
NOTE: You cannot modify the user’s mailbox size if your group uses the system’s mail server.
Only your administrator can change the mailbox size on the system mail server.
1) For a selected user, click Messaging. The User – Messaging menu page appears.
2) Click Voice Management. The User – Voice Management page appears.
3) Click the Advanced Settings (Also saves current screen data) link. The User –
Voice Management Advanced Settings page appears.
4) From the Full Mailbox Limit drop-down list, select the size of the voice mailbox in
minutes for this user.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel.
NOTE: Depending whether the Allow users to configure their Voice Mail Advanced Settings
option on your group’s Voice Messaging page is enabled or disabled the users in your group
may or may not have access to this page to set the advanced settings for their Voice Messaging
service.
1) For a selected user, click Messaging. The User – Messaging menu page appears.
2) Click Voice Management. The User – Voice Management page appears.
3) Click the Advanced Settings (Also saves current screen data) link. The User –
Voice Management Advanced Settings page appears.
4) If the user will use a personal server for their messages, go to step 8 of this
procedure. Otherwise, check the Group's Mail Server.
5) Enter the user’s email address. The email address must be from 3 through 80
characters in user@domain format. It can contain only one @ symbol, letters, digits,
and the following characters: !, #, $, %, &, *, +, -, /, =, _, {, }, |, ~, `, ., ?, ^, or single
quotes.
6) Enter the user’s user ID (from 1 through 80 characters) and password (from 1 through
40 characters) for the group’s mail server.
7) Go to step 14) of this procedure.
8) If the user wants to use a personal server for their messages, check a Personal Mail
Server.
9) Type the IP address or the fully qualified name of the mail server hosting the email
account for the user’s voice messages.
10) From the drop-down list, select the protocol that must be used to connect to the
account, either "POP3" or "IMAP".
11) Select Delete all messages marked for deletion when using IMAP to permanently
delete all messages marked for deletion.
12) Type the user’s email address. The email address must be from 3 through 80
characters in user@domain format. It can contain only one @ symbol, letters, digits,
and the following characters: !, #, $, %, &, *, +, -, /, =, _, {, }, |, ~, `, ., ?, ^, or single
quotes.
1) On the Group – Profile menu page, click Users. The Group – Users page with search
criteria boxes appears.
2) To display the list of users, enter the search criteria and click Search. The Group –
Users page displays the list of users that satisfy the criteria you entered.
3) Click Edit or any item on the row for the user. The User – Profile menu page
appears.
4) Click Communication Barring. The User – Communication Barring menu page
appears.
5) To display your Home page, click Group or Home.
1) On the User – Communication Barring menu page, click Assign Profile. The User –
Communication Barring Profiles page appears.
2) Select the communication barring profile to use for the user:
− To use the group-level setting, select Use the Group Communication Barring
profile setting.
− To use the communication profile configured on this page, select Use this
Communication Barring profile and select a profile from the drop-down list.
3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Profile menu page, click Users. The Group – Users page appears.
2) To display the list of users, enter the search criteria and click Search. The Group –
Users page displays the list of users that satisfy the criteria you entered.
3) Click Edit or any item on the row for the user. The User – Profile menu page
appears.
4) Click Utilities. The User – Utilities menu page appears.
5) To display your Home page, click Group or Home.
1) For a selected user, click Utilities. The User – Utilities menu page appears.
2) Click Feature Access Codes. The User – Feature Access Codes page appears.
3) To disable a feature access code, uncheck the Enable box in the row of the feature
access code. Or to enable back a disabled feature access code, check the Enable
box in the row of the feature access code.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
NOTE 1: The maximum length allowed for .WAV and .MOV files is five minutes.
NOTE 2: The default announcement is the same for inbound and outbound calls.
1) For a selected user, click Utilities. The User – Utilities menu page appears.
2) Click Intercept User. The User – Intercept User page appears.
3) Use the Intercept User control to determine whether the system will block this user’s
calls. Check On to block this user’s calls. Click Off to return the user’s account to
normal service.
4) If you chose On, configure the remaining controls as needed.
1) On the User – Utilities menu page for a selected user, click Security Classification.
The User – Security Classification page appears.
You configure some services on the Group – Services menu page by creating service
instances (virtual users), which have many of the same attributes as a regular user.
This chapter contains sections that correspond to items on the Group – Services menu
page that are configured as virtual users.
These services are:
Basic menu
This menu displays the items that all group administrators can use.
− Auto Attendant
− Call Park
− Call Pickup
− Hunt Group
− VoiceXML
Advanced menu
This menu displays the items that group administrators can use only if such functions
have been assigned to them:
− BroadWorks Anywhere
− Collaborate Bridges
− Find-me/Follow-me
− Flexible Seating Host
− Group Paging
− Configure Paging Group Originators
− Route Point
− Trunk Group
In addition, call centers and Meet-Me conference bridges are also configured by creating
service instances. The Call Center and Meet-Me Conferencing services have their own
menu pages and are covered in the following sections:
For information about Call Center service configuration, see section 6 Configure Call
Centers.
For information about Meet-Me Conferencing service configuration, see section 7
Configure Meet-Me Conferencing.
Most virtual users share some administrative tasks, such as activation and deactivation.
These tasks are listed in section 5.2 Configure Shared Tasks.
Virtual users also have administrative tasks that are specific to that type of virtual user,
such as the ability to specify greetings for Auto Attendants. These tasks are listed for each
type of virtual user in their respective sections.
On your Home page, on the Options list, click Services. The Group – Services menu
page appears.
1) On the Group – Services menu page, click <Virtual User Name>, for example, Call
Pickup. The page that lists the virtual users of the selected service appears.
2) To display the options for your Home page, click Group or Home.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Services menu page, click <Virtual User Name>, for example, Hunt
Group. The page that lists the virtual users of the selected service appears.
2) Click Edit or any item on the row for the virtual user.
− If you can configure a number of attributes for the virtual user, the Profile menu
page for the user appears.
− Otherwise, the Modify page for the user appears.
3) To display the options for your Home page, click Group or Home.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Services menu page, click <Virtual User Name>, for example, Auto
Attendant. The page that lists the virtual users of the selected service appears.
2) To activate or deactivate a user, select or unselect the Active box.
3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) For a selected virtual user, on its Profile menu, click Addresses. The Profile –
Addresses page appears.
2) Enter data in the fields provided.
Field Values Description
Phone Number The drop-down list displays The telephone number of the virtual user.
available phone numbers.
Extension Can vary in length within The extension of the virtual user. If you select
the limits configured for the phone number, the extension is
your group. automatically set to the last digits of the phone
number. The number of digits depends on the
default extension length set for your group.
You can modify the extension, if needed.
Public Identity Maximum 161 characters The SIP address of the virtual user.
in user@domain format. Only available in IMS deployments.
The user part can only
contain letters, digits, and
the following characters: -,
_, !, ~, *, (, ), periods, and
single quotes.
The available domains are
listed in the drop-down box.
Aliases Maximum 161 characters Additional SIP addresses for the virtual user.
in user@domain format. Calls directed to any of these addresses will be
The user part can only redirected to the virtual user’s primary SIP
contain letters, digits, and address.
the following characters: -,
_, !, ~, *, (, ), periods, and
single quotes.
The available domains are
listed in the drop-down box.
3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
1) On the selected user’s Profile menu, click Announcement Repository. The Profile –
Announcement Repository page appears. The Audio tab is displayed by default.
2) To view the video announcements, click Video.
3) To search for specific announcements, enter your search criteria and click Search.
Announcements are listed with their size and media type.
To display all audio or video announcements, click Search without entering any
criteria.
4) To display the previous page, click OK or Cancel.
1) For a selected virtual user, on its Profile menu, click Announcement Repository.
The Profile – Announcement Repository page appears.
2) Click Add. The Profile – Announcement Repository Add page appears.
3) Type the name of the audio or video announcement.
4) To upload an announcement file, type the path and file name of an audio or video file
with your greeting in the Upload Announcement File text box or click Browse to select
a file on your computer.
5) To save your changes and display the previous page, click OK.
To exit without saving, click Cancel or select another page.
1) For a selected virtual user, on its Profile menu, click Announcement Repository.
The Profile – Announcement Repository page appears. The Audio tab is displayed by
default.
2) To display video announcements, click Video.
3) Check the Delete box in the row of the announcements to delete.
4) Click Apply or OK. Apply saves your changes. OK saves your changes and returns
to the previous page.
To exit without changing, click Cancel or select another page.
1) For a selected user, on its Profile menu, click Password. The Passwords page
appears.
2) Type and retype the password in the Reset Password text boxes.
3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: The Privacy service hides the virtual user name and number from other users in your
own group/enterprise and from group administrators. It does not remove it from people’s
personal directories.
NOTE: To configure privacy settings for a virtual user, you first need to assign the Privacy
service to the user. For information about assigning services to a user, see section 4.2.9 Assign
or Unassign User Services.
1) On the Profile menu page for a selected virtual user, click Privacy. The Privacy page
appears.
2) To exclude the virtual users’ name and information from the group or enterprise
directory, check Enable Directory Privacy.
3) To make this virtual user unavailable for Auto Attendant extension dialing, check Auto
Attendant Extension Dialing Privacy.
NOTE: This page only appears if the virtual user has been assigned the Call Recording service.
1) On the Call Control menu page for a selected virtual user, click Call Recording. The
Call Recording page appears.
2) Set the recording mode:
− To record all calls, check Always.
− To disable recording of calls, check Never.
3) To record calls to the virtual user’s voice mailbox, check the Record Voice Messaging
box.
NOTE: This check box is only displayed if the virtual user has been assigned the Voice
Messaging User service.
4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays
the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
On the Group – Services menu page, click Auto Attendant. The Group – Auto Attendant
page appears.
The following information is provided for each Auto Attendant.
Column Description
Active A checkmark in this column indicates that the Auto Attendant is active. It can be
activated or deactivated by checking or unchecking the box.
Type The Auto Attendant's type: Basic or Standard. Not available in XS mode.
Video A checkmark in this column indicates that the video service is enabled for the
Auto Attendant. For a Basic Auto Attendant, this option is available only if the
group has the Auto Attendant – Basic Video service assigned. For an Auto
Attendant, this option is available only if the group has the Auto Attendant –
Video service assigned.
Department The Auto Attendant's department. When this field is empty, the Auto Attendant
belongs to the group.
1) On the Group – Services menu page, click Auto Attendant. The Group – Auto
Attendant page appears.
2) To add an Auto Attendant, click Add; to add a Standard Auto Attendant, click Add
Standard; to add a Basic Auto Attendant, click Add Basic. The Group – Auto
Attendant Add page appears.
NOTE: The Add buttons that are available to you depend on the Auto Attendant service
authorized to your group and your system configuration.
3) Type or select information for the Auto Attendant as described in the following table.
An asterisk (*) indicates required data.
Field Values Description
Auto 6 through 80 characters. Can Type an ID in the input box for the Auto
Attendant ID only contain letters, digits, single Attendant.
* quotes, periods, semicolons, or
the following symbols: #, $, %, &,
+, -, /, =, ?, |, _, ~, !, `, ^, {, }.
Domain The drop-down box lists the Click the drop-down arrow to choose a domain
available domains. for the Auto Attendant.
Name 1 through 30 characters. Can Type a name for the Auto Attendant.
contain special characters and
spaces.
Calling Line 1 through 30 characters. Cannot Type the last name to be displayed on lines with
ID Last contain % and + symbols, Caller ID.
Name backslashes, double quotes, or
extended ASCII characters.
Calling Line 1 through 30 characters. Cannot Type the first name to be displayed on lines
ID First contain % and + symbols, with Caller ID.
Name backslashes, double quotes, or
extended ASCII characters.
Calling Line 1 through 20 digits in the national Enter the phone number to use for calling line
ID Phone format or 3 through 22 characters ID services.
Number (not in E.164 format. Spaces and NOTE 1: This input box only appears when the
available in dashes are allowed but do not CLID policy in effect for the virtual subscriber is
XS mode) count toward the length of the to use a configurable CLID.
phone number.
NOTE 2: Upon saving, the CLID phone number
is stored either as entered or after being
normalized to E.164 format. The format is
decided by the system administrator and
specified below the text box.
Department The drop-down list displays all The department of the user.
departments in your group, and if NOTE: You cannot assign an attendant to
your group is part of an more than one department.
enterprise, all departments
created at the enterprise level by
your enterprise administrator.
Language The drop-down box lists all Language in which service announcements and
languages configured for your treatments for incoming and outgoing calls for
system. the user are played.
Default is English (U.S. English) unless
provisioned otherwise.
Time Zone The drop-down box lists time Click the drop-down arrow to choose a time
zones from which to choose. zone for the Auto Attendant.
Network The drop-down box lists network Click the drop-down arrow to choose a network
Class of classes of service assigned to class of service for the Auto Attendant.
Service (not your group.
available in
XS mode)
Enable Video This is a check box. Select this box to play video greetings for calls.
Support For an Auto Attendant or a Basic Auto
Attendant, this check box is present only when
the Auto Attendant – Video or Auto Attendant –
Basic Video group service is assigned to the
group.
Business The drop-down box lists the time Select the time schedule that defines the
Hours (Auto schedules available for your business hours for the Auto Attendant. During
Attendant or group. non-business hours, callers hear the After
Basic Auto Hours greeting and dialing menu. For more
Attendant) information on defining schedules, see
Schedules in the BroadWorks Application
Server Group Web Interface Administration
Guide – Part 1.
Holiday The drop-down box lists the Select the holiday schedule for the Auto
Schedule holiday schedules available for Attendant.
(Auto your group. On a scheduled holiday, callers hear the After
Attendant or Hours greeting and dialing menu.
Basic Auto
Attendant) For more information on defining schedules,
see Schedules in the BroadWorks Application
Server Group Web Interface Administration
Guide – Part 1.
Name Dialing LastName + FirstName, Define how a caller should say the name of the
Entries LastName + FirstName and person they want to reach:
FirstName + LastName LastName + FirstName
The caller must first say the last name of the
person and then say the first name.
LastName + FirstName and FirstName +
LastName
The caller can say either the last name and
then the first name of the person, or the first
name and then the last name.
Transfer to The number of seconds can be Enter the time is seconds after which the call is
the operator from 1 through 60. transferred to the operator if the caller does not
after <X> select an option (enter a digit) from the Auto
seconds of Attendant main menu after the initial message.
inactivity (not
available in
XS mode)
4) Save your changes. Click OK. In AS mode, the Group – Auto Attendant page
appears. In XS mode, the Group – Business Hours Menu page appears. For
information on defining business hours menu, see section 5.3.6 Define Business
Hours Service.
To exit without saving, click Cancel or select another page.
On the Group – Auto Attendant page, click Edit or any item on the row for the Auto
Attendant. The Auto Attendant – Profile menu page appears.
NOTE: The Submenus menu item only appears for Standard Auto Attendants.
1) On the Auto Attendant – Profile menu page for the selected Auto Attendant, click
Submenus. The Auto Attendant – Auto Attendant Submenus page appears.
2) To delete a submenu, check the Delete box on the row of the submenu to delete.
3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays
the previous page.
NOTE: You cannot delete a submenu that is in use. You must first remove the submenu from
any menu where it is currently used. You can see the submenu usage on the Usage tab of the
Auto Attendant Submenu Modify page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: BroadWorks accepts .WAV and .WMA audio file formats and .MOV and .3GP video file
formats.
1) On the Auto Attendant – Profile menu page for the selected Auto Attendant, click
Submenus. The Auto Attendant – Auto Attendant Submenus page appears.
2) Click Add. The Auto Attendant – Auto Attendant Submenu Add page appears.
3) In the Submenu ID text box, enter an identifier for the submenu. You can enter from 1
through 40 characters including spaces.
4) Configure the greeting for the submenu. The greeting is played when the user selects
the submenu.
Key A key on a telephone keypad to which you can assign an action. You can define
a menu option for each numeric key, one for the * key and one for the # key.
Action Data Some actions require you to specify additional information, such as a phone
number, audio file, or submenu. A box in the Action Data column appears for
options that require additional data.
0 Group Transfer to “Please stay on the line while your call is transferred
operator operator to the operator.”
Call is transferred to the number in the Action Data
column.
1 Dial by Extension "Please dial the extension of the party you are trying
extension dialing to reach."
Access to extension dialing is provided.
2 Dial by name Name dialing "Using the keys on the touchtone phone, enter the
name of the person you wish to reach."
Access to name dialing is provided.
3 Current Play "This month's specials include 20% off on all our
specials announcement winter equipment. You can obtain additional 10% by
shopping online. For details, visit our website at
www.abcdistributing.com."
Call returns to the current menu.
4 Orders call Transfer with “Please wait while your call is transferred to Orders.”
center prompt Call is transferred to the number in the Action Data
column.
− For each menu option you want to define, select an action from the drop-down list
in the Action column, and provide a short text description for each option in the
Description column. The Action control offers the following choices.
Action Explanation
Transfer with prompt This informs the caller that they are being transferred and
transfers the call to the phone number you provide in the Action
Data column.
Transfer without prompt This transfers the call to the phone number you provide in the
Action Data column without playing any prompt to the caller.
Transfer to operator The caller is played a message informing them that they are being
transferred to the operator and the call is transferred to the
number in the Action Data column.
Transfer to submenu The caller is transferred to the submenu and played the greeting
(Standard Auto Attendant) defined for that submenu.
Name dialing The caller is provided with access to name dialing and asked to
enter the name of the party they are trying to reach.
Extension dialing The caller is provided with access to extension dialing and asked
to provide an extension.
Transfer to mailbox The caller is asked for an extension and then transferred to the
voice mailbox at that extension.
Play announcement The announcement provided in the Action Data column is played
to the caller and the call returns to the current menu.
Return to previous menu The caller is transferred to the previous menu and the greeting for
the previous menu is played.
Exit The caller is thanked for calling and the call is released.
1) Modify information as required. For information about the settings on this page, see
section 5.3.4.2 Add Submenu.
2) Click Apply or OK. Apply saves your changes. OK saves your changes and displays
the page for the menu from which you came to this page.
To cancel your changes click Cancel.
1) On the Auto Attendant – Profile menu page for the selected Auto Attendant, click
Submenus. The Auto Attendant – Auto Attendant Submenus page appears.
2) Click Edit on the row of the submenu to modify. The Auto Attendant – Auto Attendant
Submenu Modify page appears.
3) To delete the submenu, click Delete. The previous page appears.
NOTE: You cannot delete a submenu that is in use. You must first remove the submenu from
any menu where it is currently used. You can see the submenu usage on the Usage tab.
1) On the Auto Attendant – Profile menu page for the selected Auto Attendant, click
Submenus. The Auto Attendant – Auto Attendant Submenus page appears.
2) Click Edit in the row of the target submenu. The Auto Attendant – Auto Attendant
Submenu Modify page appears.
3) Click the Usage tab.
4) Click OK to return to the previous page.
Or to edit a menu that uses this submenu, click Edit in the row of the submenu to edit.
On the Auto Attendant – Profile menu page, in the Options list click Menus to access the
Auto Attendant – Menus menu page.
The Holiday Menu item only appears for Standard Auto Attendants.
NOTE: BroadWorks accepts .WAV and .WMA audio file formats and .MOV and .3GP video file
formats.
1) In AS mode, select Menus from the Options list and click Business Hours Menu on
the Auto Attendant – Menus menu page. The Auto Attendant – Business Hours Menu
page appears.
2) Specify business hours greeting:
− Select Default Greeting to play a generic system recording that does not identify
your company by name. Callers hear a greeting similar to the following:
Welcome. Your call is being answered by an automated attendant.
If you know your party's extension, press 1.
To use our automated name directory, press 2.
If you would like to speak with an operator, press 0.
Thank you for calling.
− Select Personal Greeting to play a custom recording.
− In AS mode, select an audio file with your greeting from the Audio drop-down
list. If your Auto Attendant has video support enabled, you can also select a
video file with your greeting from the Video drop-down list.
NOTE: You can also record personal greetings for the Auto Attendant using the group voice
portal.
Key A key on a telephone keypad to which you can assign an action. You can
define a menu option for each numeric key, one for the * key and one for
the # key.
Action Data Some actions also require you to specify additional information, such as a
phone number, audio file, or submenu. Controls in the Action Data column
appear for options that require additional data.
For example, the menu for an Auto Attendant or Basic Auto Attendant might include
these options.
Key Description Action Prompt and What Happens
0 Group Transfer to “Please stay on the line while your call is transferred
operator operator to the operator.”
Call is transferred to the number in the Action Data
column.
1 Dial by Extension "Please dial the extension of the party you are trying
extension dialing to reach."
Access to extension dialing is provided.
2 Dial by Name "Using the keys on the touchtone phone, enter the
name dialing name of the person you wish to reach."
Access to name dialing is provided.
The menu for a Standard Auto Attendant might include the following options.
Key Description Action Prompt and What Happens
1 Dial by Extension "Please dial the extension of the party you are trying
extension dialing to reach."
Access to extension dialing is provided.
2 Dial by Name dialing "Using the keys on the touchtone phone, enter the
name name of the person you wish to reach."
Access to name dialing is provided.
− For each menu option you want to define, select an action from the drop-down list
in the Action column. The following actions are available to choose from.
Action Explanation
Transfer with prompt This informs the caller that they are being transferred
and transfers the call to the phone number you
provide in the Action Data column.
Transfer without prompt This transfers the call to the phone number you
provide in the Action Data column without playing any
prompt to the caller.
Transfer to submenu (Standard Auto The caller is transferred to the submenu and played
Attendant) the greeting defined for that submenu.
Name dialing The caller is provided with access to name dialing and
asked to enter the name of the party they are trying to
reach.
Transfer to mailbox (not available in The caller is asked for an extension and then
XS mode) transferred to the voice mailbox at that extension.
Play announcement (not available in The announcement provided in the Action Data
XS mode) column is played to the caller and the call returns to
the current menu.
− For actions that require additional data, provide the data as follows:
− If you selected an action that requires a phone number, enter a phone
number in the Phone Number text box. Phone numbers can include Feature
Access Code prefixes (*##) to activate the following Feature Access Code
services: Calling Line ID Delivery Blocking per Call, Calling Line ID Delivery
per Call, Direct Voice Mail Transfer, Speed Dial 8, Speed Dial 100, or
Diversion Inhibitor. For example, if you enter the Feature Access Code for
Speed Dial 8, the call transfers directly to the digits mapped for the provided
speed code.
− If you selected an action that requires an audio or video file:
− In AS mode, select a file with your greeting from the Audio drop-down
list. If your Auto Attendant has video support enabled, you can also
select a file from the Video drop-down list
− In XS mode, type the path and file name of a .WAV or .WMA file with
your greeting in the Audio File text box, or click Browse to select a file on
your computer. Type the path and file name of a .MOV or .3GP file with
your greeting in the Video File text box, or click Browse to select a file on
your computer.
In addition, for a Standard Auto Attendant:
− If you selected Transfer to Submenu, select a submenu from the drop-down
list. Note that the list is empty if submenus have not been created. To create
a submenu, see section 5.3.4.2 Add Submenu. To make modifications to the
selected submenu, click Configure Submenu. Your current changes are
saved and the Auto Attendant Submenu Modify page for the selected
submenu appears. To modify the submenu, see section see section 5.3.4.3
Modify Submenu from Within Another Menu.
5) Save your changes.
− In AS mode, click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
− In XS mode, click OK. OK saves your changes and displays the Group – After
Hours Menu page. For information on defining the after-hours menu, see section
5.3.7 Define After Hours Service.
To exit without saving, click Cancel or select another page.
NOTE: BroadWorks accepts .WAV and .WMA audio file formats and .MOV and .3GP video file
formats.
Figure 144 (Standard) Auto Attendant – After Hours Menu (AS Mode)
1) In AS mode, select Menus from the Options list and click After Hours Menu. The
Auto Attendant – After Hours Menu page appears.
2) Select after hours greeting from the following options:
− Check Default Greeting to play a generic system recording that does not identify
your company by name. Callers hear a greeting similar to the following:
Welcome. Our offices are now closed.
If you know your party's extension, press 1.
To use our automated name directory, press 2.
Thank you for calling.
− Select Personal Greeting to play a custom recording.
− In AS mode, select an audio file with your greeting from the Audio drop-down
list. If your Auto Attendant has video support enabled, you can also select a
video file with your greeting from the Video drop-down list.
NOTE: You can also record personal greetings for the Auto Attendant using the group voice
portal.
NOTE: BroadWorks accepts .WAV and .WMA audio file formats and .MOV and .3GP video file
formats.
1) On the Auto Attendant – Profile menu page, select Routing Policies from the Options
list. The Auto Attendant – Routing Policies menu page appears.
2) Click Holiday Menu. The Auto Attendant – Holiday Menu page appears.
3) Select holiday greeting from the following options:
NOTE: You can also record personal greetings for the Auto Attendant using the group voice
portal.
1) On the Group – Services menu page, click Auto Attendant. The Group – Auto
Attendant page appears.
2) Click Edit or any item on the row for the Auto Attendant. The Group – Auto Attendant
Modify page appears.
3) To delete the Auto Attendant, click Delete. The previous page appears.
NOTE: The Recall To setting is initially set to Alert parking user only. You can only change the
setting after you assign an alternate recall user. To assign an alternate recall user for Call Park,
follow the procedure in section 5.4.2 Assign Alternate Recall User for Call Park.
NOTE: There is a single parked destination-announcement option. Individual Call Park groups
do not have their own parked destination-announcement options.
Use the Group – Assign Alternate Recall User page to specify a hunt group to which a call
can be presented, in addition to or instead of the parking user, when the call is recalled.
This setting applies to the Call Park service. To configure alternate recall users for a Call
Park group, see section 5.4.5 Assign Alternate Recall User for Call Park Group.
1) On the Group – Services menu page, click Call Park. The Group – Call Park page
appears.
2) Click the Select Alternate Recall User link. The Group – Select Alternate Recall
User page appears. This also saves any changes you made on the Call Park page.
3) Use the search function to find available hunt groups.
4) In the Available Hunt Groups column, select a hunt group and click Select >. The
selected hunt group appears in the Selected Hunt Group column.
NOTE: There can only be one alternate recall user (hunt group), so if there already is an
alternate hunt group selected, it will be replaced by the one you select.
5) To remove the hunt group from the Selected User column, click Remove <.
6) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Services menu page, click Call Park. The Group – Call Park page
appears.
2) Click Add. The Group Call Park Add page appears.
3) In the Group Name text box, specify a group name, from 1 through 80 characters.
4) Select the recall option, which determines where the parked call is sent when the
recall timer expires. For Recall To select from the following:
NOTE: The default is Alert parking user only. You can only change the setting after you assign
an alternate recall user to the Call Park group. To assign an alternate recall user, follow the
procedure in section 5.4.5 Assign Alternate Recall User for Call Park Group.
1) On the Group – Services menu page, click Call Park. The Group – Call Park page
appears.
2) Click Edit or any item on the row for the Call Park group. The Group – Call Park
Modify page appears.
3) To delete the Call Park group, click Delete. The previous page appears.
4) Make the required changes. For information about the options available on this page,
see section 5.4.3 Add Call Park Group.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: For the Group Call Park service, you assign alternate recall users individually to each
Call Park group.
You use the Alternate Recall User tab on the Group – Call Park Add or Group – Call Park
Modify page to assign an alternate user for the selected Call Park group.
Figure 153 Group – Group Call Park Modify – Alternate Recall User
1) On the Group – Call Park Modify or Group – Call Park Add page, click Alternate
Recall User.
2) Use the search function to find available hunt groups.
3) In the Available Hunt Groups column, select a hunt group and click Add >. The
selected hunt group appears in the Selected Hunt Group column.
4) To remove the hunt group from the Selected Hunt Group column, click Remove <.
NOTE: The remove operation will fail if either Alert parking user first, then alternate user or Alert
alternate user only is selected for the Recall To setting on the Profile tab for the Call Park group.
You need to select Alert parking user only before performing the remove operation.
5) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Services menu page, click Call Pickup. The Group – Call Pickup
page appears.
2) Click Add. The Group – Call Pickup Add page appears.
3) Type the group name, from 1 through 80 characters.
4) Add users to the group:
NOTE: To change the assignment of a user from one group to another, unassign the user from
the first group and then assign the user to his/her new group.
1) On the Group – Services menu page, click Call Pickup. The Group – Call Pickup
page appears.
2) Click Edit or any item on the row for the call pickup group. The Group – Call Pickup
Modify page appears.
3) To delete the call pickup group, click Delete. The previous page appears.
4) Edit the group name, as required.
5) Add users to the group:
− To find a desired user, enter search criteria in the fields provided and click
Search. For more information on defining search criteria, see the BroadWorks
Getting Started Web Interface Administration Guide.
− In the Available Users column, select the users to be assigned. You can select
some or all of the items in a column. Item names are listed in alphabetical order.
To select several items in sequential order, click the first name, hold down the
SHIFT key on the keyboard, and click the last name. To select several items, but
not in a particular order, click the names while holding down the CTRL key on the
keyboard.
− To assign the selected users, click Add. To assign all users (unselected) at once,
click Add All.
6) Remove users from the group.
On the Assigned Users column, select the users and click Remove. To move all
users (unselected) at once, click Remove All.
7) Save your changes. Click OK. OK saves your changes and displays the previous
page. To exit without saving, select another page or click Cancel to display the
previous page.
1) On the Group – Services menu page, click Hunt Group. The Group – Hunt Group
page appears.
2) Click Add. The Group – Hunt Group Add page appears.
3) Type or select information for the hunt group. An asterisk (*) indicates required data.
Note that the Hiragana Last Name and Hiragana First Name input boxes are
designed for specific markets. They do not appear unless configured by your system
administrator.
Hunt Group ID * 6 through 80 characters. Can Enter a unique ID for the hunt group.
only contain letters, digits,
single quotes, periods,
semicolons, or the following
symbols: #, $, %, &, +, -, /, =,
?, |, _, ~, !, `, ^, {, }.
Domain The domain must be selected Select a domain from the drop-down list.
from the drop-down list of
domains available for your
group.
Name * 1 through 30 characters. Can Enter the name for the hunt group.
contain special characters
and spaces.
Calling Line ID 1 through 30 characters. Enter the last name to use for calling line
Last Name * Cannot contain % and + ID services.
symbols, backslashes, double
quotes, or extended ASCII
characters.
Calling Line ID 1 through 30 characters. Enter the first name to use for calling line
First Name * Cannot contain % and + ID services.
symbols, backslashes, double
quotes, or extended ASCII
characters.
Calling Line ID 1 through 20 digits in the Enter the phone number to use for calling
Phone Number national format or 3 through line ID services.
(not available in 22 characters in E.164 NOTE 1: The box only appears when the
XS mode) format. Spaces and dashes CLID policy in effect for the virtual
are allowed and do not count subscriber is to use a configurable CLID.
toward the length of the
phone number. NOTE 2: Upon saving, the CLID phone
number is stored either as entered or after
being normalized to E.164 format. The
format is decided by the system
administrator and specified below the text
box.
Department The drop-down list displays Select a department if you want the hunt
all departments in your group, group to belong to a department.
and if your group is part of an
enterprise, all departments
created at the enterprise level
by your enterprise
administrator.
Language The drop-down box lists all Select the language in which service-
languages configured for your specific messages are played during calls
system. to the hunt group.
Default is English (U.S. English) unless
configured otherwise.
Time Zone The drop-down box lists time Click the drop-down arrow to choose a
zones from which to choose. time zone for the hunt group.
Network Class of The drop-down box lists Select the network class of service from
Service (not network classes of service the drop-down list.
available in XS assigned to your group.
mode)
4) Select or unselect the Allow Call Waiting on Agents box. When the Directory Number
Hunting service has been assigned to a hunt group, you can assign Call Waiting to
hunt group agents so that they can handle more than one call directed to them,
regardless of their Call Waiting service status.
5) Check Allow members to control Group Busy to allow group members to control the
hunt group’s busy status.
6) Check Enable Group Busy to make the hunt group busy. When this policy is enabled,
calls to the hunting group receive busy treatment.
7) If you checked Enable Group Busy, you can also check Apply Group Busy When
Terminating Call to Agent to always apply the Enable Group Busy policy when calls
are made through the directory hunting number.
8) The Group Policy options configure the call distribution pattern for incoming calls.
Click the button for the type of setup you want.
Policy Description
Regular Sends incoming calls to the next available user in the hunt group.
Circular Sends incoming calls to users according to their position in a list. After
a call has been sent to the last user on the list, the next call is sent to
the user at the top of the list.
Simultaneous Sends incoming calls to all user numbers at the same time. Once the
call has been answered, the remaining calls to other users are
released.
Uniform Sends the current incoming call to the user who has been idle the
longest. After a user has answered a call, they are moved to the
bottom of the call queue.
Weighted Call Assigns calls randomly to users according to percentages you assign
Distribution on the Hunt Group – Weighted Call Distribution page.
9) The No Answer Settings specify how the service behaves if an agent does not answer
a call.
Input Box Description
Skip to next agent Select this box to have the system pass incoming unanswered calls to
after X rings the next user determined by the current group policy after the specified
number of rings.
Forward call after Select this box to forward calls that have not been answered by any
waiting X seconds user after the specified number of seconds to the specified phone
number. This box accepts values from 0 through 7200 seconds
(2 hours).
Calls Forward to Enter the number where you want to transfer calls not answered in the
time specified by the Forward call after waiting X seconds control. If
this number is not one assigned to the group, type the complete
number: + <country code> <national number>.
Enter the FAC before the number to initiate one of the following
services:
Calling Line ID Delivery Blocking per Call
Calling Line ID Delivery Blocking Allowing per Call
Direct Voice Mail Transfer
10) The Not Reachable Settings specify how the service behaves if a user is not
reachable.
Input Box Description
Enable Call Select this box to forward calls to the specified phone number when all
Forwarding Not agents are unreachable.
Reachable When the Call Forwarding Not Reachable policy is enabled and all
agents are unreachable and not busy, the call is forwarded to the
specified phone number.
When the Call Forwarding Not Reachable policy is enabled, the Make
Hunt Group busy when all available agents are not reachable setting is
not checked, and some agents are busy and the remaining agents are
unreachable, the call is sent to the unreachable destination.
When the Call Forwarding Not Reachable policy is enabled, the Make
Hunt Group busy when all available agents are not reachable setting is
checked, and some agents are busy and the remaining agents are
unreachable, the call receives busy treatment.
Call Forward to Enter the number where you want the calls to be forwarded when all
agents are unreachable. If this number is not one assigned to the
group, type the complete number: + <country code> <national number>.
Make Hunt Group Check this box to apply busy treatment to calls when all available
busy when all agents are not reachable.
available agents This setting is ignored if Enable Call Forwarding Not Reachable setting
are not reachable is not checked.
− Select Use the system default CLID configuration to use the setting defined at the
system level (displayed in parenthesis).
− Select Customize the CLID for this Hunt Group to use the setting defined on this
page and check or uncheck Include the Hunt Group Name in the CLID.
12) Assign users as members for the hunt group. If your group is part of an enterprise,
your hunt group may include any user in the enterprise.
− To find a desired user, enter search criteria in the fields provided and click
Search. For more information on defining search criteria, see the BroadWorks
Getting Started Web Interface Administration Guide.
− In the Available Users column, select the users to be assigned. You can select
some or all of the items in a column. Item names are listed in alphabetical order.
To select several items in sequential order, click the first name, hold down the
SHIFT key on the keyboard, and click the last name. To select several items, but
not in a particular order, click the names while holding down the CTRL key on the
keyboard.
− To assign the selected users, click Add. To assign all users, click Add All.
1) On the Group – Services menu page, click Hunt Group. The Group – Hunt Group
page appears.
2) Click Edit or any item on the row for the hunt group. The Hunt Group – Profile menu
page appears.
3) Click the Incoming Calls option (left side of page). The Incoming Calls menu appears.
4) Click SMDI Message Desk. The SMDI Message Desk page appears.
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5) To turn the SMDI Message Desk service on, click “On”.
6) Type the message desk number in the input box. Message desk numbers are three
characters from 000 through 999. (If a message desk number is not provided, the
SMDI Message Desk service cannot be turned on.)
7) To apply your changes, click Apply.
To add terminal servers:
8) On the SMDI Message Desk page, click Add. The SMDI Message Desk Add page
appears.
9) In the Name input box, type the name of the terminal server. This can be from 1
through 40 characters long and can contain special characters and spaces.
10) In the Address input box, type the terminal server address, which is an IP address or
host name and can be from 2 through 80 characters in length. Spaces and the “@”
symbol are not permitted.
11) In the Port input box, type the number of the port; this is a numeric value from 1
through 65536.
12) To save your changes, click OK. The SMDI Message Desk page appears.
13) To add another terminal server, repeat this procedure.
-or-
14) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: The percentage values represent the statistical likelihood of each user receiving the next
incoming call. They are not exact guarantees or quotas.
1) On the Group – Services menu page, click Hunt Group. The Group – Hunt Group
page appears.
2) Click Edit or any item on the row for the Call Center. The Hunt Group – Profile menu
page appears.
3) Click Weighted Call Distribution. The Hunt Group – Weighted Call Distribution page
appears. This link will only appear if you have enabled the Weighted Call Distribution
policy on the profile page for this hunt group.
4) Assign a percentage value for each user in your hunt group using the input boxes
provided. The values must add up to exactly 100.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: A user can be assigned to only one Directory Number Hunting group.
1) On the Group – Services menu page, click Hunt Group. The Group – Hunt Group
page appears.
2) Click Edit or any item on the row for the hunt group. The Hunt Group – Profile menu
page appears.
3) Click Directory Number Hunting. The Hunt Group – Directory Number Hunting
page appears.
4) Specify whether a direct call to an agent who is a member of the Directory Number
Hunting group, should be presented directly to the agent.
− To present the call to the agent first, check the Terminate Call to Agent First box.
1) On the Group – Services menu page, click Hunt Group. The Group – Hunt Group
page appears.
2) Click Edit or any item on the row for the hunt group. The Hunt Group – Profile menu
page appears.
1) On the Group – Services menu page, click VoiceXML. The Group – VoiceXML page
appears.
2) Click Add. The Group – VoiceXML Add page appears.
3) Type or select information for the VoiceXML user. An asterisk (*) indicates required
data.
Note that the Hiragana Last Name and Hiragana First Name input boxes are
designed for specific markets. They do not appear unless configured by your system
administrator.
Field Values Description
Domain The drop-down box lists Select a domain from the drop-down
domains available for your list.
group.
Name * 1 through 30 characters. Can Enter the name for the VoiceXML
contain special characters user.
and spaces.
Calling Line ID Last 1 through 30 characters. Enter the last name to use for calling
Name * Cannot contain % and + line ID services.
symbols, backslashes, double
quotes, or extended ASCII
characters.
Calling Line ID First 1 through 30 characters. Enter the first name to use for calling
Name * Cannot contain % and + line ID services.
symbols, backslashes, double
quotes, or extended ASCII
characters.
Calling Line ID Phone 1 through 20 digits in the Enter the phone number to use for
Number (not available national format or 3 through calling line ID services.
in XS mode) 22 characters in E.164 NOTE 1: The box only appears when
format. Spaces and dashes the CLID policy in effect for the virtual
are allowed and do not count subscriber is to use a configurable
toward the length of the CLID.
phone number.
NOTE 2: Upon saving, the CLID
phone number is stored either as
entered or after being normalized to
E.164 format. The format is decided
by the system administrator and
specified below the text box.
Department The drop-down list displays Select a department if you want the
all departments in your group, VoiceXML user to belong to a
and if your group is part of an department.
enterprise, all departments
created at the enterprise level
by your enterprise
administrator.
Language The drop-down box lists all Select the language in which service-
languages configured for your specific messages are played during
system. calls to the VoiceXML user.
Default is English (U.S. English)
unless configured otherwise.
Time Zone The drop-down box lists time Click the drop-down arrow to choose
zones from which to choose. a time zone for the VoiceXML user.
Network Class of The drop-down box lists Select the network class of service for
Service (not available network classes of service the VoiceXML user from the drop-
in XS mode) assigned to your group. down list.
4) Click OK. This creates the user and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
On the Group – VoiceXML page, click Edit or any item on the row of the VoiceXML user to
edit. The VoiceXML – Profile menu page for the selected VoiceXML user appears.
1) On the VoiceXML – Profile menu page of the selected user, click Addresses. The
VoiceXML – Voice XML Addresses page appears.
2) Enter data in the fields provided.
Field Values Description
Phone Number The drop-down list displays The telephone number of the virtual user.
available phone numbers.
Extension Extensions can vary in The extension of the virtual user. If you select
length within the limits the phone number, the extension is
configured for your group. automatically set to the last digits of the phone
number. The number of digits depends on the
default extension length set for your group. You
can modify the extension, if needed. Extensions
can vary in length within the limits configured for
your group.
Public Identity Maximum 161 characters in The SIP address of the virtual user.
user@domain format. The Only available in IMS deployments.
user part can only contain
letters, digits, and the
following characters: -, _, !,
~, *, (, ), periods, and single
quotes.
The available domains are
listed in the drop-down box.
Aliases Maximum 161 characters in Additional SIP addresses for the virtual user.
user@domain format. The Calls directed to any of these addresses will be
user part can only contain redirected to the virtual user’s primary SIP
letters, digits, and the address.
following characters: -, _, !,
~, *, (, ), periods, and single
quotes.
The available domains are
listed in the drop-down box.
Identity/Device The drop-down list displays the The name of the identity/device profile to assign
Profile Name identity/device profiles to this virtual user. You can select an available
available for your group. identity/device profile from the drop-down list.
Line/Port A valid line/port, maximum 161 The user’s line number or SIP address,
characters in user@domain depending on the identity/device profile type
format. you selected.
The user part can contain a Not available in IMS deployments.
leading +, letters, digits, and
the following characters: -, _, !,
~, *, (, ), periods, and single
quotes.
The drop-down box lists the
available domains.
Contact Can only contain letters, digits, Contact address. Only available for
and the following characters: -, identity/device profile types that allow static
_, !, ~, *, (, ), &, =, +, $, ?, /, registrations.
periods, semicolons, or single
quotes.
Path The format should follow the Routing information to the device, one for each
RFC 3327 specification. configured contact. Used when Path header
support is enabled.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the VoiceXML – Profile menu page for the selected user, click Profile. The
VoiceXML – VoiceXML Modify page appears.
2) To delete the VoiceXML user, click Delete. The user is deleted and the Group –
VoiceXML page appears.
3) To modify the profile of the VoiceXML user, change information as required. For
information about the fields available on this page, see section 5.7.1 Add VoiceXML
User.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Services menu page, click BroadWorks Anywhere. The Group –
BroadWorks Anywhere page appears.
2) Click Add. The BroadWorks Anywhere Add page appears.
3) In the BroadWorks Anywhere ID text box, type in the ID and select the domain from
the domain drop-down list. The ID must be from 6 through 80 characters and can
only contain letters, digits, single quotes, periods, semicolons, or the following
symbols: #, $, %, &, +, -, /, =, ?, |, _, ~, !, `, ^, {, }.
4) In the Name text box, type in a name for the BroadWorks Anywhere portal. This can
be from 1 through 40 characters and can contain special characters and spaces.
5) In the Calling Line ID Last Name and Calling Line ID First Name text boxes, type in
the display names, which can be from 1 through 30 characters, and cannot contain %
and + symbols, backslashes, double quotes, or extended ASCII characters.
6) In the Calling Line ID Phone Number text box, type in the display phone number. The
number can be from 1 through 20 digits (3 through 22 in E.164 format). Spaces and
dashes are allowed and do not count toward the length of the phone number. Upon
saving, the CLID phone number is stored either as entered or after being normalized
to E.164 format. The format is decided by the system administrator and specified
below the text box. The box only appears when the CLID policy in effect for the virtual
subscriber is to use a configurable CLID. (This setting is not available in XS mode.)
7) In the Department drop-down list, select a department for the BroadWorks Anywhere
portal. Select “None” to assign the portal to the group.
− Users in Service Provider allows all users configured in the same service provider
as the portal can originate calls through the portal.
− Users in Group allows only users configured in the same group as the portal can
originate calls through the portal.
12) For Prompt to Confirm Calling Location, select from the following types of prompts to
confirm the calling location:
− Never Prompt
− Always Prompt
− Prompt If Not Available
− Select Silent Prompt Mode to make the prompts for calling address, password,
and destination address silent. The silent prompt mode is useful if the portal is
expected to be accessed from devices that use automatic dialers, for example,
BroadWorks Assistant–Mobile.
− Select Prompt for Passcode to have the portal prompt for a password once the
user is identified.
13) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Services menu page, click BroadWorks Anywhere. The Group –
BroadWorks Anywhere page appears listing BroadWorks Anywhere portals
configured for your group.
2) Click Edit on any item on the row of the portal to edit. The Group – BroadWorks
Anywhere Modify page appears.
3) To delete the BroadWorks Anywhere portal, click Delete. The previous page
appears.
4) Modify information as required. For information about the fields available on this
page, see section 5.8.1 Add BroadWorks Anywhere Portal.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Services menu page, click Collaborate Bridges. The Group –
Collaborate Bridges page appears.
2) To return to be pervious page, click OK.
1) On the Group – Services menu page, click Collaborate Bridges. The Group –
Collaborate Bridges page appears.
2) Click Add. The Group – Collaborate Bridge Add page appears.
3) Type or select information for the bridge. An asterisk (*) indicates required data.
Collaborate Bridge Maximum 161 characters in Enter a unique ID for the bridge and
ID * user@domain format. The user select a domain from the drop-down
part must be from 6 through 80 list.
characters and can only contain
letters, digits, single quotes,
periods, semicolons, or the
following symbols: #, $, %, &, +, -
, /, =, ?, |, _, ~, !, `, ^, {, }.
The drop-down box lists the
domains available for your group.
Name * 1 through 30 Unicode characters. Enter the name for the bridge.
Calling Line ID Last 1 through 30 ASCII characters. Enter the last name to use for calling
Name * Cannot contain % or + symbols, line ID services.
backslashes, double quotes, or
extended ASCII characters.
Calling Line ID First 1 through 30 ASCII characters. Enter the first name to use for calling
Name * Cannot contain % or + symbols, line ID services.
backslashes, double quotes, or
extended ASCII characters.
Calling Line ID 1 through 20 digits in the national Enter the phone number to use for
Phone Number format or 3 through 22 characters calling line ID services.
in E.164 format. Spaces and NOTE: This input box only appears
dashes are allowed and do not when the CLID policy in effect for the
count toward the length of the virtual subscriber is to use a
phone number. configurable CLID.
Department The drop-down box lists the Select a department if you want the
available departments in your bridge to belong to a department.
group, and if your group is part of
an enterprise, all departments
created at the enterprise level by
your enterprise administrator.
Language The drop-down box lists all Select the language in which service-
languages configured for your specific messages are played during
system. calls to the bridge.
Default is English (U.S. English)
unless configured otherwise.
Time Zone The drop-down box lists time Click the drop-down arrow to choose
zones from which to choose. a time zone for the bridge.
Network Class of The drop-down box lists network Select the network class of service
Service classes of service assigned to from the drop-down list.
your group.
NOTE: You cannot delete the default bridge or add or remove users from the default bridge.
1) On the Group – Services menu page, click Collaborate Bridges. The Group –
Collaborate Bridges page appears.
2) Click Edit in the row of the bridge to edit. The Collaborate Bridge – Collaborate
Bridge Profile page appears.
3) To delete the bridge, click Delete. The bridge is deleted and the Group – Collaborate
Bridges page appears.
4) Modify information as required. For information about the options available on this
page, see section 5.9.2 Add Collaborate Bridge.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Services menu page, click Find-Me/Follow-me. The Group – Find-
me/Follow-me page appears.
2) Click Add. The Group – Find-me/Follow-me Add page appears.
Name * 1 through 30 Unicode characters. Enter the name for the Find-
me/Follow-me group.
Calling Line ID Last 1 through 30 ASCII characters. Enter the last name to use for
Name * Cannot contain % or + symbols, calling line ID services.
backslashes, double quotes, or
extended ASCII characters.
Calling Line ID First 1 through 30 ASCII characters. Enter the first name to use for
Name * Cannot contain % or + symbols, calling line ID services.
backslashes, double quotes, or
extended ASCII characters.
Calling Line ID 1 through 20 digits in the national Enter the phone number to use for
Phone Number format or 3 through 22 characters calling line ID services.
in E.164 format. Spaces and NOTE 1: This input box only
dashes are allowed and do not appears when the CLID policy in
count toward the length of the effect for the virtual subscriber is to
phone number. use a configurable CLID.
NOTE 2: Upon saving, the CLID
phone number is stored either as
entered or after being normalized to
E.164 format. The format is decided
by the system administrator and
specified below the text box.
Department The drop-down box lists the Select a department if you want the
available departments in your Find-me/Follow-me group to belong
group, and if your group is part of to a department.
an enterprise, all departments
created at the enterprise level by
your enterprise administrator.
Language The drop-down box lists all Select the language in which
languages configured for your service-specific messages are
system. played during calls to the Find-
me/Follow-me group.
Default is English (U.S. English)
unless configured otherwise.
Time Zone The drop-down box lists time Click the drop-down arrow to
zones from which to choose. choose a time zone for the Find-
me/Follow-me group.
Network Class of The drop-down box lists network Select the network class of service
Service classes of service assigned to from the drop-down list.
your group.
4) Click OK. This creates the group and displays the previous page. To complete the
minimum configuration, assign a phone number to the Find-me/Follow-me group and
configure and order alerting groups.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Services menu page, click Find-me/Follow-me. The Group – Find-
me/Follow-me page appears.
2) Click Edit or any item on the row for the Find-me/Follow-me group. The Find-
me/Follow-me Group – Profile menu page appears.
NOTE: You can create up to five alerting groups. When you reach five, the Add button is
disabled.
NOTE: You define your time and holiday schedules on the User – Schedules page. If you have
not set any schedules, your choices are “Every Day All Day” time schedule and time schedules
and holiday schedules that your group administrator has set. If your group is part of an
enterprise, you can also use schedules defined by your enterprise administrator.
7) In the Calls From section, specify the originating numbers for which to ring this alerting
group. Select one of the following options:
− To alert your locations for calls from any external phone number, check Any
phone number.
− To alert your locations for calls from specific call numbers, check Following phone
numbers and specify the numbers as follows:
− Check Any private number to alert the alerting group when the Find-
me/Follow-me group receives a call from a private phone number.
− Select Any unavailable number to alert the alerting group when the Find-
me/Follow-me group receives a call from an unavailable phone number.
− Enter up to 12 phone numbers that should alert this alerting group.
Note that you can use wildcard characters. The “?” is a wildcard character
that can replace a single digit anywhere in a digit string. A trailing “*”
represents a digit string and can only appear at the end of a string containing
digits and “?” wildcard characters.
Example: 45055512?4, 450555??34, 4505?5*
8) In the Calls to section, specify the terminating numbers assigned to the Find-
me/Follow-me group for which to ring this alerting group. When no numbers are
selected, this criterion is ignored.
− In the Available Call to Numbers column, select the numbers and then click Add
>. Or to select all numbers, click Add All >>.
− To remove some numbers from the Selected Call To Numbers column, select the
numbers to remove and then click Remove <. To remove all numbers from the
Selected Call To Numbers column, click Remove All <<.
You can select some or all of the items in a column. To select several items in
sequential order, click the first item, hold down the SHIFT key on the keyboard,
and click the last item. To select several items, but not in a particular order, click
the items while holding down the CTRL key on the keyboard.
9) Click OK. OK saves your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Find-me/Follow-me Group – Alerting Group Modify page, click the Selective
Criteria tab. The Find-me/Follow-me Group – Alerting Group Selective Criteria page
appears.
2) Click Edit in the row for the selective criteria entry to modify. The Find-me/Follow-me
Group – Alerting Group Selective Criteria Modify page appears.
3) To delete the entry, click Delete. The entry is deleted and the previous page appears.
4) To modify the entry, edit information as required. For information on the fields
available on this page, see section 5.10.6 Add Selective Criteria Entry for Alerting
Group.
5) Click OK. OK saves your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Flexible Seating Host page, click Add. The Group – Flexible Seating
Host Add page appears.
Flexible Seating Maximum 161 characters in Enter a unique ID for the host and
Host ID * user@domain format. The select a domain from the drop-down list.
user part must be from 6
through 80 characters and can
only contain letters, digits,
single quotes, periods,
semicolons, or the following
symbols: #, $, %, &, +, -, /, =,
?, |, _, ~, !, `, ^, {, }.
The drop-down box lists the
domains available for your
group.
Calling Line ID 1 through 30 ASCII characters. Enter the last name to use for calling
Last Name * Cannot contain % or + line ID services.
symbols, backslashes, double
quotes, or extended ASCII
characters.
Calling Line ID 1 through 30 ASCII characters. Enter the first name to use for calling
First Name * Cannot contain % or + line ID services.
symbols, backslashes, double
quotes, or extended ASCII
characters.
Calling Line ID 1 through 20 digits in the Enter the phone number to use for
Phone Number national format or 3 through 22 calling line ID services.
characters in E.164 format. NOTE 1: The box only appears when
Spaces and dashes are the CLID policy in effect for the virtual
allowed and do not count subscriber is to use a configurable
toward the length of the phone CLID.
number.
NOTE 2: Upon saving, the CLID phone
number is stored either as entered or
after being normalized to E.164 format.
The format is decided by the system
administrator and specified below the
text box.
Department The drop-down box lists the Select a department if you want the
available departments in your host to belong to a department.
group, and if your group is part
of an enterprise, all
departments created at the
enterprise level by your
enterprise administrator.
Language The drop-down box lists all Select the language in which service-
languages configured for your specific messages are played.
system. Default is English (U.S. English) unless
configured otherwise.
Time Zone The drop-down box lists time Click the drop-down arrow to choose a
zones from which to choose. time zone for the host.
Network Class of The drop-down box lists Select the network class of service for
Service network classes of service this virtual user from the drop-down list.
assigned to your group.
3) Click OK. The virtual user is created and the previous page appears.
4) To exit without saving, select another page or click Cancel to display the previous
page.
5) To complete the minimum configuration, assign a device and a phone number to the
host. For details, see section 5.11.3 Configure Flexible Seating Host Addresses.
On the Group – Flexible Seating Host page, click Edit or any item on the row of the host to
edit. The Flexible Seating Host – Profile menu page for the selected host appears.
1) On the Flexible Seating Host – Profile menu page of the selected host, click
Addresses. The Flexible Seating Host – Flexible Seating Host Addresses page
appears.
2) Enter data in the fields provided.
Field Values Description
Phone Number The drop-down list displays The telephone number of the virtual user.
available phone numbers.
Extension Digit string. Must be unique The extension of the virtual user. If you
within your group or enterprise select the phone number, the extension is
and follow the length rules for automatically set to the last digits of the
your group. phone number. The number of digits
depends on the default extension length
set for your group. You can modify the
extension, if needed. Extensions can vary
in length within the limits configured for
your group.
Public Identity Maximum 161 characters in The SIP address of the virtual user.
user@domain format. The Only available in IMS deployments.
user part can only contain
letters, digits, and the following
characters: -, _, !, ~, *, (, ),
periods, and single quotes.
The available domains are
listed in the drop-down box.
Aliases Maximum 161 characters in Additional SIP addresses for the virtual
user@domain format. The user. Calls directed to any of these
user part can only contain addresses will be redirected to the virtual
letters, digits, and the following user’s primary SIP address.
characters: -, _, !, ~, *, (, ),
periods, and single quotes.
The drop-down box lists the
domains available for your
group.
Identity/Device The drop-down list displays The name of the identity/device profile to
Profile Name * the available identity/device assign to this virtual user.
profiles.
Line/Port * Maximum 161 characters in The user’s line number or SIP address,
user@domain format. depending on the identity/device profile type
The user part can contain a you selected.
leading +, letters, digits, and Not available in IMS deployments.
the following characters: -, _,
!, ~, *, (, ), periods, and single
quotes.
The drop-down box lists the
available domains.
Path The format should follow the Routing information to the device, one for
RFC 3327 specification. each configured contact. Used when Path
header support is enabled.
5) If the Configure Device via Visual Device Management link is available, you can use it
to configure the device using a graphical device management tool. To do so, click
Apply to save your changes and then click the link to access the tool.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
Figure 186 Flexible Seating Host – Flexible Seating Host Routing Policies
1) On the Flexible Seating Host – Profile menu page of a selected host, click Routing
Policies. The Flexible Seating Host – Flexible Seating Host Routing Policies page
appears.
2) To allow emergency calls from the host’s device, check the Allow Emergency Calls
box.
3) To allow calls to the voice portal from the host’s device, check the Allow Calls to Voice
Portal box.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
Figure 187 Flexible Seating Host – Flexible Seating Host Guest Association
1) On the Flexible Seating Host – Profile menu page for a selected host, click Guest
Association. The Flexible Seating Host – Flexible Seating Host Guest Association
page appears.
2) To impose a limit on the association time, check the Enforce Association Limit <X>
Hours and enter the number of hours, from 1 through 999, in the text box.
Note that the association time limit is required even if the Enforce Association Limit
check box is disabled.
3) For an enterprise, specify whether users can associate with a host from another group
in the enterprise.
− To restrict the association to users in the same group, select Group.
− To allow users to associate with hosts in another group, select Enterprise.
4) To end the association between this host and the current guest, click the Force
Release (Also saves current screen data) link.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Flexible Seating Host – Profile menu page of a selected host, click Profile.
The Flexible Seating Host – Flexible Seating Host Profile page appears.
2) To delete the host, click Delete. The host is deleted and the previous page appears.
3) To modify the host's profile information, enter the new data as required. For
information on the fields available on this page, see section 5.11.1 Add Flexible
Seating Host.
4) To modify the host's user ID, click the Change User ID (Also saves current screen
data) link.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Group Paging page, click Add. The Group – Paging Group Add page
appears.
2) Type or select information for the paging group. An asterisk (*) indicates required
data.
Note that the Hiragana Last Name and Hiragana First Name input boxes are
designed for specific markets. They do not appear unless configured by your system
administrator.
Paging Group Maximum 161 characters in Enter a unique paging group ID and
ID * user@domain format. The user select a domain from the drop-down list.
part must be from 6 through 80
characters and can only contain
letters, digits, single quotes,
periods, semicolons, or the
following symbols: #, $, %, &, +,
-, /, =, ?, |, _, ~, !, `, ^, {, }.
The drop-down box lists the
domains available for your
group.
Name * 1 through 30 Unicode Enter the name for the paging group.
characters.
Calling Line ID 1 through 30 ASCII characters. Enter the last name to use for calling line
Last Name * Cannot contain % or + symbols, ID services.
backslashes, double quotes, or
extended ASCII characters.
Calling Line ID 1 through 30 ASCII characters. Enter the first name to use for calling line
First Name * Cannot contain % or + symbols, ID services.
backslashes, double quotes, or
extended ASCII characters.
Calling Line ID 1 through 20 digits in the Enter the phone number to use for calling
Phone Number national format or 3 through 22 line ID services.
characters in E.164 format. NOTE 1: This input box only appears
Spaces and dashes are allowed when the CLID policy in effect for the
and do not count toward the virtual subscriber is to use a configurable
length of the phone number. CLID.
NOTE 2: Upon saving, the CLID phone
number is stored either as entered or
after being normalized to E.164 format.
The format is decided by the system
administrator and specified below the text
box.
Department The drop-down box lists the Select a department if you want the
available departments in your paging group to belong to a department.
group, and if your group is part
of an enterprise, all departments
created at the enterprise level by
your enterprise administrator.
Language The drop-down box lists all Select the language in which service-
languages configured for your specific messages are played during
system. calls to the paging group.
Default is English (U.S. English) unless
configured otherwise.
Time Zone The drop-down box lists time Click the drop-down arrow to choose a
zones from which to choose. time zone for the paging group.
Network Class The drop-down box lists network Click the drop-down list to choose the
of Service classes of service assigned to network class of service for the paging
your group. group.
Calling Line ID Originating user with prefix can Specify whether the paging group’s or
to deliver be from 1 through 30 characters. the originator’s CLID should be delivered
when a paging call is placed. If you
selected Originating user with prefix, you
can enter the prefix to add before the
originator’s CLID, for example “Call
from:”. Note that the prefix can be
empty.
Confirmation The drop-down box lists the Specify the time-out in seconds for a
tone sending allowed values. confirmation tone to be sent by the paged
timeout. users.
3) Click OK. This creates the paging group and displays the previous page. To
complete the minimum configuration, assign a phone number, originators, and targets
to the paging group.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Services menu page, click Group Paging. The Group – Group
Paging page appears.
2) Click Edit or any item on the row for the paging group. The Paging Group – Profile
menu page appears.
1) On the Paging Group – Profile menu page, click Profile. The Paging Group – Paging
Group Modify page appears.
2) To delete the paging group, click Delete. The previous page appears.
3) Modify information as required. For information about the settings on this page, see
section 5.12.1 Add Paging Group.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Paging Group – Profile menu page, click Targets. The Group – Paging Group
Targets page appears.
2) Configure the targets:
− Use the search function to find available users.
− In the Available Targets column, select the desired names and click Add. Or to
assign all available users as targets, click Add All.
− To unassign some targets, select the names to unassign in the Assigned Targets
column and click Remove. Or to unassign all targets, click Remove All.
3) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Paging Group – Profile menu page, click Originators. The Group – Paging
Group Originators page appears.
2) Configure the originators:
− Use the search function to find available users.
− In the Available Originators column, select the desired names and click Add. Or
to assign all available users as originators, click Add All.
− To unassign some originators, select the names to unassign in the Assigned
Originators column and click Remove. Or to unassign all originators, click
Remove All.
3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays
the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Services menu page, click Instant Group Call. The Group – Instant
Group Call page appears.
2) Click Add. The Group – Instant Group Call Add page appears.
3) Type or select information for the instant group call. An asterisk (*) indicates required
data.
Note that the Hiragana Last Name and Hiragana First Name input boxes are
designed for specific markets. They do not appear unless configured by your system
administrator.
Instant Group Maximum 161 characters in Enter a unique ID and select a domain
Call ID * user@domain format. The user from the drop-down list.
part must be from 6 through 80
characters and can only contain
letters, digits, single quotes,
periods, semicolons, and the
following characters: #, $, %, &,
+, -, /, =, ?, |, _, ~, !, `, ^, {, }.
The drop-down box lists domains
available for your group.
Name * 1 through 30 characters. Can Enter the name for the Instant Group
contain special characters and Call.
spaces.
Calling Line ID 1 through 30 characters. Cannot Enter the last name to use for calling line
Last Name * contain % and + symbols, ID services.
backslashes, double quotes, or
extended ASCII characters.
Calling Line ID 1 through 30 characters. Cannot Enter the first name to use for calling line
First Name * contain % and + symbols, ID services.
backslashes, double quotes, or
extended ASCII characters.
Calling Line ID 1 through 20 digits in the national Enter the phone number to use for calling
Phone Number format or 3 through 22 characters line ID services.
in E.164 format. Spaces and NOTE 1: This input box only appears
dashes are allowed and do not when the CLID policy in effect for the
count toward the length of the virtual subscriber is to use a configurable
phone number. CLID.
NOTE 2: Upon saving, the CLID phone
number is stored either as entered or
after being normalized to E.164 format.
The format is decided by the system
administrator and specified below the text
box.
Department The drop-down list displays all Select a department if you want the
departments in your group, and if Instant Group Call to belong to a
your group is part of an department.
enterprise, all departments
created at the enterprise level by
your enterprise administrator.
Language The drop-down box lists all Select the language in which service-
languages configured for your specific messages are played during
system. calls to the Instant Group Call.
Default is English (U.S. English) unless
configured otherwise.
Time Zone The drop-down box lists time Click the drop-down arrow to choose a
zones from which to choose. time zone for the Instant Group Call.
Network Class The drop-down box lists network Click the drop-down list to choose the
of Service classes of service assigned to network class of service for the Instant
your group. Group Call.
− Select Enable Maximum Call Time for Unanswered Calls and type the number of
minutes in the input box.
− Enter the users' phone numbers or SIP-URI addresses in separate input boxes to
include in the User Call Group List.
A phone number can be from 2 through 30 digits (3 through 22 digits in E.164
format). Spaces and dashes are allowed but are not included in the number.
You can prefix phone numbers with the feature access code for Calling Line ID
Blocking, Calling Line ID Delivery, or Diversion Inhibitor to activate these features.
The SIP-URI must be in the user@domain format. The user part can be from 1
through 80 characters and can contain a leading +, letters, digits and the following
characters: !, ~, *, (, ), dash, underscore, period, or single quotes. The domain
part can be either a domain name or an IP address.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: The Hiragana Last Name and Hiragana First Name input boxes are designed for specific
markets. They do not appear unless configured by your system administrator.
− Optionally, select a department from the drop-down list, which displays all
departments in your group, and if your group is part of an enterprise, all
departments created at the enterprise level by your enterprise administrator.
− From the Language drop-down list, select the language in which service-specific
messages are played during calls to the route point.
The system default is English (U.S. English) unless configured otherwise.
− Select the time zone for the route point.
− Select the network class of service for the route point. This determines the type
of calls allowed for the route point.
− For Bandwidth and QoS Settings, select the preferred announcement/music
codec for internal and external calls, from the corresponding drop-down lists.
− Configure the following Route Point Settings:
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears listing route points for the group.
2) Click Edit or any item in the row for the Route Point. The Route Point – Profile menu
for the selected route point page appears.
3) Click Profile. The Route Point – Profile page appears.
4) To delete the route point, click Delete. The route point is deleted and previous page
appears.
5) Modify the Route Point profile settings as required. For more information about the
different Route Point Profile settings, see section 5.14.1 Add Route Point.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears, listing route points for the group.
2) Click Edit or any item in the row for the Route Point. The Route Point – Profile menu
for the selected route point page appears.
3) Click Music/Video On Hold. The Route Point – Music/Video On Hold page appears.
4) For the Audio or Video input, select from the following options:
− Default
− URL, and then enter up to four addresses in the provided text boxes. The URLs
should be in the following format: http/https://<domain name/IP
address>[<:port>][path], for example, http://abcdistributing.com/announcements.
− Custom, and then select up to four custom files from the File1 up to File4 drop-
down lists.
Click Clear next to an entry to clear the corresponding text box. This only clears
the display and does not save changes.
− External Source, and then select Identity/Device profile. A new area appears
where you can specify the identity/device profile to use.
Identity/Device The drop-down list displays the The name of the identity/device profile for
Profile Name * available identity/device the external Music On Hold source.
profiles.
Line/Port * A valid line/port, maximum 161 The line number or SIP address of the
characters in user@domain external music source, depending on the
format. identity/device profile type you selected.
The user part can contain a Not available in IMS deployments.
leading +, letters, digits and the
following characters: -, _, !, ~,
*, (, ), periods, and single
quotes.
The drop-down box lists the
available domains.
Public Identity Maximum 161 characters in The SIP address of the external music
user@domain format. The user source.
part can only contain letters, Only available in IMS deployments.
digits, and the following
characters: -, _, !, ~, *, (, ),
periods, and single quotes.
The available domains are
listed in the drop-down box.
Port Number The drop-down list displays the The device port number for the external
ports available on the device. music source. Note that the Port number
field is only displayed when the static line
ordering mode is enabled for the
identity/device type.
Contact Can only contain letters, digits, A SIP contact address for the external
and the following characters: -, music source. Only available for
_, !, ~, *, (, ), &, =, +, $, ?, /, identity/device profile types that allow
periods, semicolons, or single static registrations.
quotes.
Path The format should follow the Routing information to the device, one for
RFC 3327 specification. each configured contact. Used when Path
header support is enabled.
5) To save your changes, click Apply or OK. Apply save your changes. OK saves your
changes and displays the previous screen.
To exit without saving, click Cancel or select another page.
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears, listing the route points for the group.
2) Click Edit or any item on the row for the route point. The Route Point – Profile menu
page appears.
3) Click Distinctive Ringing. The Route Point – Distinctive Ringing page appears.
4) To enable distinctive ringing, check Enable distinctive ringing for route point calls.
5) From the Ring Pattern drop-down list, select the ringing pattern for the route point.
6) From the Ringing Pattern for forced delivered route point calls drop-down list, select
the ringing pattern for the force-delivered calls.
7) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears, listing the route points for your group.
2) Click Edit or any item on the row for the route point. The Route Point – Profile menu
page appears.
3) Click DNIS. The Route Point – Route Point DNIS page appears, listing the DNIS
numbers for the selected route point.
4) Configure DNIS display settings. Check the options you want:
− Display DNIS Number to agent when presenting call instead of Calling Number
− Display DNIS Name to agent when presenting call instead of Calling Name
NOTE: You can use these settings to provide the agent with more information about the nature
of the call.
5) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, click Cancel or display another page.
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears, listing the group route points.
2) Click Edit or any item on the row for the route point. The Route Point – Profile menu
page appears.
3) Click DNIS. The Route Point – Route Point DNIS page appears.
4) Click Add. The Route Point – DNIS Add page appears.
5) Enter a name for the DNIS. The name can be from 1 through 40 characters and
cannot contain the slash (“/”) or backslash (“\”) characters.
6) Select the phone number from the drop-down list.
7) If required, modify the extension. Extensions can vary in length within the limits
configured for your group.
8) Enter the calling line ID phone number. A phone number used for outgoing calls must
contain only digits or be an E.164 formatted number. It can be from 2 through 30
digits (3 through 22 digits in E.164 format including the plus sign). Additional spaces
and dashes are allowed but will not be included in the number.
9) To use a custom calling line name, check Use custom Calling Line name settings, and
enter the calling line first and last name. Each can be from 1 through 30 characters
and cannot contain percent or plus symbols, backslashes, double quotes, or extended
ASCII characters.
10) To play a custom announcement to callers in the route point queue who called this
DNIS, check Use custom DNIS music/video on hold settings.
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NOTE: If you checked the Use custom DNIS music/video on hold settings option, follow the
instructions in section 5.14.6.3 Configure DNIS Music/Video On Hold Message to configure the
custom announcement.
11) To allow outgoing calls to be made from this number, check Allow outgoing route
point.
12) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Route Point – Add DNIS or Route Point – Modify DNIS page, click the Music
On Hold Message tab.
Figure 206 Route Point – Modify DNIS – Music On Hold Message (External Source)
Identity/Device Profile Name The drop-down list displays The name of the
the identity/device profiles identity/device profile for the
available for your group. external Music On Hold
source.
Port Number The drop-down list displays The device port number for
the ports available on the the external music source.
device. You can select the port
number from the list of ports
available on the device.
Note that the Port number
field is only displayed when
the static line ordering mode
is enabled for the
identity/device type.
Contact Can only contain letters, digits, A SIP contact address for the
and the following characters: - external music source. Only
, _, !, ~, *, (, ), &, =, +, $, ?, /, available for identity/device
periods, semicolons, or single profile types that allow static
quotes. registrations.
3) To save your changes, click Apply or OK. Apply save your changes. OK saves your
changes and displays the previous screen.
4) To exit without saving, click Cancel or select another page.
NOTE 2: You cannot delete a DNIS if an agent has configured this DNIS as the agent’s number
for making outgoing calls. If you try to delete such a DNIS, you get an error message.
WARNING: The delete operation is final. Once you click Delete, you cannot cancel the
operation.
6) To modify the DNIS configuration settings, click the Configure DNIS tab, and to modify
the DNIS custom announcement settings, click the Music On Hold Message tab. For
information about the settings on these tabs see sections 5.14.6.2 Assign and
Configure DNIS Number and 5.14.6.3 Configure DNIS Music/Video On Hold
Message.
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears, listing the group route points.
2) Click Edit or any item on the row for the route point. The Route Point – Profile menu
page appears.
3) Click DNIS. The Route Point – Route Point DNIS page appears.
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4) Click any item in the row for the DNIS number you want to delete or modify. The
Route Point – Modify DNIS page appears.
5) Click the View Agent Usage (Also saves current screen data) link. The Route
Point DNIS – Agent Usage page appears.
6) To return to the previous page, click OK.
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears, listing the group route points.
2) Click Edit or any item on the row for the route point. The Route Point – Profile menu
page appears.
3) Click Failover Policy. The Route Point – Failover Policy page appears.
4) Configure failover settings:
NOTE: If the list is empty, ask your service provider/enterprise or system administrator to assign
route point external systems to your group. You can also consult the list of route point external
systems for your group on the Resources – Route Point External Systems page.
− In the Failover phone number/SIP-URI, enter the destination where to route calls
during failover.
A phone number can be from 2 through 30 digits (3 through 22 digits in E.164
format). Spaces and dashes are allowed but are not included in the number. The
SIP-URI must be in the user@domain format. The user part can be from 1
through 80 characters and can contain a leading +, letters, digits, and the
following characters: !, ~, *, (, ), dash, underscore, period, or single quotes. The
domain part can be from 1 through 80 characters and can be either a domain
name or an IP address.
NOTE: The read-only Status field indicates the status of the route point, which can be “Normal”
or “Failover”.
NOTE: From this page, you can also view and use group-level disposition codes, but you
cannot modify them.
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears.
2) Click Edit on the row for the route point. The Route Point – Profile menu appears.
NOTE: You can only modify or delete route point disposition codes from this page.
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears.
2) Click Edit on the row for the route point. The Route Point – Profile menu appears.
3) Click Disposition Codes. The Route Point – Call Disposition Codes page appears.
4) Click Edit on the row for the disposition code you want. The Route Point – Call
Disposition Code Modify page appears.
5) To delete the disposition code, click Delete. The disposition code is deleted and the
previous page appears.
1) On the Group – Services menu page, click Call Center. The Group – Route Point
page appears.
2) Click Disposition Codes. The Route Point – Call Disposition Codes page appears.
3) To activate a disposition code, check the Active box in the row for the code. To
deactivate a code, uncheck the box.
NOTE: You can only activate or deactivate route point disposition codes from this page.
4) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and returns to the previous page.
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears.
2) Click Disposition Codes. The Route Point – Call Disposition Codes page appears.
3) To enable the use of the disposition codes for the route point, check Enable Call
Disposition Codes.
4) To use the group and route point disposition codes, check Use group codes in
addition to route point codes. To use only the route point disposition codes, uncheck
the box.
5) To force the use of disposition codes for the route point, check Force use of call
disposition codes with Default Code and select the default disposition code from the
drop-down list.
6) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and returns to the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Services menu page, click Route Point. The Group – Route Point
page appears, listing the group route points.
2) Click Edit or any item on the row for the route point. The Route Point – Profile menu
page appears.
3) In Options, click Routing Policies. The Route Point – Routing Policies menu page
appears.
1) On the Route Point – Routing Policies menu page, click Forced Forwarding. The
Route Point – Forced Forwarding page appears.
2) To enable Forced Forwarding, check On. To disable it check Off.
3) If you enabled the service, enter the phone number or SIP-URI where you want the
calls forwarded.
A phone number can be from 2 through 30 digits (3 through 22 digits in E.164 format).
Spaces and dashes are allowed but are not included in the number. The SIP-URI
must be in the user@domain format. The user part can be from 1 through 80
characters and can contain a leading +, letters, digits, and the following characters: !,
~, *, (, ), dash, underscore, period, or single quotes. The domain part can be from 1
through 80 characters and can be either a domain name or an IP address.
4) To enable configuration of Forced Forwarding through feature access codes, check
Allow feature access codes to configure forced forwarding.
5) To play an announcement to the caller before forwarding the call, check Play
announcement before forwarding.
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6) For the Audio and Video setting, select from the following:
− Default
− URL, and then enter up to four addresses in the provided text boxes
The URL addresses should be in the following format: http/https://<domain
name/IP address>[<:port>][path], for example,
http://abcdistributing.com/announcements.
− Custom, and then select up to four custom files by clicking Browse next to each
entry and then finding and selecting the files
Click Clear next to an entry to clear the corresponding text box. This only clears
the display and does not save changes.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
7) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Route Point – Routing Policies menu page, click Holiday Service. The Route
Point – Holiday Service page appears.
2) For Action, select from the following options:
− Select None if you do not want the call to be treated differently during holiday
schedule.
− Select Perform busy treatment if you want calls to receive busy treatment during
the holiday schedule.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
6) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Route Point – Routing Policies menu page, click Night Service. The Call
Center – Night Service page appears.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
9) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Route Point – Routing Policies menu page, click Bounced Calls. The Call
Center – Bounced Calls page appears.
2) Decide whether to bounce unanswered calls. To bounce calls, select Bounce calls
after <number> rings and enter the number of rings to bounce calls unanswered by
agents within the specified number of rings. The number must be from 1 through 20.
3) Select Transfer to phone number / SIP-URI to transfer bounced calls to the specified
destination and enter the destination in the text box.
A phone number can be from 2 through 30 digits (3 through 22 digits in E.164 format).
Spaces and dashes are allowed but are not included in the number. The SIP-URI
must be in the user@domain format. The user part can be from 1 through 80
characters and can contain a leading +, letters, digits, and the following characters: !,
~, *, (, ), dash, underscore, period, or single quotes. The domain part can be either a
domain name or an IP address.
4) Select Bounce calls if agent becomes unavailable while routing the call if you want the
call to bounce if the agent becomes unavailable while the call is offered.
5) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and returns to the previous page.
6) To exit without changing, click Cancel or select another page.
1) On the Route Point – Routing Policies menu page, click Overflow. The Call Center –
Overflow page appears.
2) Configure the Action settings. Select from the following:
− Perform busy treatment
− Transfer to phone number/SIP-URI, and enter the number in the text box
A phone number can be from 2 through 30 digits (3 through 22 digits in E.164
format). Spaces and dashes are allowed but are not included in the number. The
SIP-URI must be in the user@domain format. The user part can be from 1
through 80 characters and can contain a leading +, letters, digits, and the
following characters: !, ~, *, (, ), dash, underscore, period, or single quotes. The
domain part can be from 1 through 80 characters and can be either a domain
name or an IP address.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
6) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
This type of virtual user has the following specific administrative procedures:
Add Trunk Group
View Trunk Group Profile Menu
Modify Trunk Group Profile or Delete Trunk Group
View Trunk Group Users and Change Pilot User
Configure Call Forwarding Always
Configure Capacity Management
Configure Stateful Trunk Group Rerouting
Configure Unreachable Destination
Add Users in Bulk Using Directory Numbers
Add Users in Bulk Using Extensions
View Tasks to Add Users in Bulk
Display Status of or Delete Bulk Task
View Registrations for Pilot User
Configure Security Classification
1) On the Group – Services menu page, click Trunk Group. The Group – Trunk Group
page appears.
2) Click Add. The Group – Trunk Group Add page appears.
3) In the Name text box, type in a name for the trunk group (from 1 through 30
characters). This is a required field.
4) Optionally, from the Department drop-down list select a department.
5) Configure the maximum number of calls options. These options configure the
maximum number of simultaneous calls as well as the maximum number of incoming
and outgoing calls. Required information is marked with an asterisk.
Input Box Allowed Values Description
Trunk Group Identity When forming the terminating INVITE request, the Application
Server may add a parameter to the Request-URI to indicate the
trunk group identity.
It can be a maximum of 161 characters in user@domain format.
The user part must be from 6 through 80 characters and can only
contain letters, digits, single quotes, periods, semicolons, or the
following symbols: #, $, %, &, +, -, /, =, ?, |, _, ~, !, `, ^, {, }.
The drop-down box lists the domains available for your group.
Enable Trunk Group Prefix Check this option and enter the prefix to make the Application
Server add trunk group-specific prefix to the destination address
(1 through 15 digits).
Allow calls directly to trunk Check this option to allow translations of the called number to be
group with Trunk Identity performed using trunk group identity.
Allow calls directly to trunk Check this option to allow translations of the called number to be
group with DTG Identity performed using DTG identity.
Include Trunk Identity for If a call terminates on a trunk group, the Application Server may
Calls to Trunk Group use the tgrp and trunk-context parameters to identify the
destination trunk group. If Include Trunk Identity for Calls to
Trunk Group is enabled for the trunk group, the Application
Server adds to the user part of the Request-URI the tgrp
parameter with a value taken from the user part of the trunk
group identity, and a trunk-context parameter with a value taken
from the domain part of the trunk group identity. An INVITE can
include the dtg and tgrp parameters, as they are independent
from each other.
Include DTG Identity for The Application Server uses the dtg parameter for Enterprise
Calls to Trunk Group Trunk terminations to identify the destination trunk group. If
Include DTG Identity for Calls to Trunk Group is enabled for the
trunk group, the Application Server adds the dtg parameter to the
Request-URI. An INVITE can include both a dtg and tgrp
parameter, as the configuration parameters are independent from
one another.
Include Trunk Identity for Check this option to allow trunk group identity information to be
Calls from Trunk Group included in the INVITE for trunk group-originated calls terminating
to the networks side.
Include OTG Identity for Check this option to allow OTG identity information to be included
Calls from Trunk Group in the INVITE for trunk group-originated calls terminating to the
networks side.
Allow Unscreened Calls Check this option to allow calls to continue even though a user
has not been identified on the trunk group.
Allow Unscreened Check this option to allow emergency calls to continue even
Emergency Calls though a user has not been identified on the trunk group.
Route to Peering Domain Check this option to specify that the Peering Domain should be
used to rewrite the host portion of the outgoing message’s
Request-URI and, if enabled, P-Called-Party-ID.
Peering Domain The domain to be used in trunk group addressing for outgoing
calls. If you checked the Route to Peering Domain box, select a
Peering Domain from the drop-down list. The list contains all the
domains assigned to the group.
Pilot User Call Optimization Select the Pilot User Call Optimization Policy from the following
Policy options:
Select Optimize for User Services not to apply one-call-per-
session processing for calls to or from that trunk group’s pilot user.
This means the pilot user can use all the services that the other
trunking users can use, such as Three-Way Calling.
Select Optimize for High Call Volume to apply one-call-per-
session processing for calls to or from that trunk group’s pilot user,
which improves call throughput at the expense of limited user
services.
Note that you cannot disable this policy.
Trunk Group User Lookup Select the Trunk Group User Lookup Policy from the following
Policy options:
Select Use default System Policy to use the system default policy.
Select Use this Trunk Group Policy to use the policy configured
on this page, and select Basic Lookup, Extended Lookup, or
Basic Lookup Prefer From from the drop-down list.
Calling Line Identity Source Specify the calling line identity source policy for screened
for Screened Trunk Group external call originations from the drop-down list:
Calls Policy Select Use default System Policy to use the system default policy.
Select Use this Trunk Group Policy to use the policy configured
on this page, and select Profile Name and Profile Number,
Received Name and Profile Number, or Received Name and
Received Number from the drop-down list.
When the Pilot User Calling Line Identity for External Calls Usage
policy is set to “All Originating Calls”, it has precedence over this
policy.
This policy does not apply to emergency calls.
Pilot User Calling Line Select the Pilot User Calling Line Asserted Identity Usage Policy
Asserted Identity Usage from the following options:
Policy Select Use default System Policy to use the system default policy.
Select Use this Trunk Group Policy to use the policy defined on
this page, and select "All Originating Calls" or "Unscreened
Originating Calls" from the drop-down list.
Note that you cannot disable this policy.
Support Connected Identity Select the Support Connected Identity Policy from the following
Policy options:
Select Use default System Policy to use the system default policy.
Select Use this Trunk Group Policy to use the policy defined on
this page and select “Enabled” or “Disabled” from the drop-down
list.
Implicit Registration Set Select the Implicit Registration Set Support Policy from the
Support Policy following options:
(IMS deployments) Select Use default System Policy to use the system default policy.
Select Use this Trunk Group Policy to use the policy defined on
this page and select a policy from the drop-down list.
SIP Identity for Pilot and Select the SIP Identity for Pilot and Proxy Trunk Modes Policy
Proxy Trunk Modes Policy from the following options:
(IMS deployments) Select Use default System Policy to use the system default policy.
Select Use this Trunk Group Policy to use the policy defined on
this page and select a policy from the drop-down list.
Pilot User Calling Line Select the usage policy for the pilot user calling line identity for
Identity for External Calls external calls from the drop-down list:
Usage Policy Select No Calls if you do not want the pilot user’s CLID used for
any external calls on a trunk group. The originating BroadWorks
user’s CLID will be used, if available; otherwise, the received
CLID will be used.
Select All Originating Calls to have the pilot user’s CLID used for
all outbound external calls on a trunk group.
Select Unscreened Originating Calls to have the pilot user’s CLID
used for unscreened outbound originating calls (that is originating
external calls for which BroadWorks is unable to identify a
BroadWorks user as the originator) and the originating
BroadWorks user’s CLID in all other cases.
This policy has precedence over the Calling Line Identity Source
for Screened Trunk Group Calls Policy when it is set to “All
Originating Calls”.
Pilot User Calling Line Select the usage policy for the pilot user calling line identity for
Identity Usage for Emergency emergency calls from the drop-down list:
Calls Policy Select No Calls if you do not want the pilot user’s CLID used for
any emergency calls on a trunk group. The originating
BroadWorks user’s CLID will be used, if available; otherwise, the
received CLID will be used.
Select All Originating Calls to have the pilot user’s CLID used for
all originating emergency calls received via the trunk group.
Select Unscreened Originating Calls to have the pilot user’s CLID
used for unscreened originating emergency calls from the trunk
group (that is originating emergency calls for which BroadWorks
is unable to identify a BroadWorks user as the originator) and the
originating BroadWorks user’s CLID in all other cases.
Pilot User Charge Number Select the usage policy for the pilot user charge number from the
Usage Policy drop-down list:
If you select No Calls the charge number associated with the pilot
user of the trunk group is ignored, that is the capability is disabled.
If you select All Originating Calls, the pilot user's charge number is
used for any call originated on the trunk group.
If you select Unscreened Originating Calls, the pilot user’s charge
number is used only for unscreened originations (that is,
originations from non-BroadWorks users).
8) Select the device category. You can select “Identity/Device Profile” or “None”. “None”
is selected by default.
Figure 225 Group – Trunk Group Add with Add Pilot User
− If you selected Add Pilot User, add the Pilot User information as shown in the
following table.
Setting Name Values Description
Domain * The drop-down list The domain name. The group default domain
displays all domains name appears first.
available for the group.
Calling Line ID 1 through 30 The last name of the user for the calling line ID
Last Name * characters. Cannot (CLID).
contain % and +
symbols, backslashes,
double quotes, or
extended ASCII
characters.
Calling Line ID 1 through 30 The first name of the user for the CLID.
First Name * characters. Cannot
contain % and +
symbols, backslashes,
double quotes, or
extended ASCII
characters.
Calling Line ID 1 through 20 digits in The phone number that appears as the user’s
Phone Number the national format (3 caller ID. Upon saving, the CLID phone
through 22 characters in number is stored either as entered or after
E.164 format). Spaces being normalized to E.164 format. The format
and dashes are allowed is decided by the system administrator and
and do not count toward specified below the text box.
the length of the phone Your group’s Calling Line ID policy must allow
number. the use of configurable CLID for calling line
identity.
Upon saving, the CLID phone number is
stored either as entered or after being
normalized to E.164 format. The format is
decided by the system administrator and
specified below the text box.
Initial Password Follow the password Type the initial password for the user.
rules for your group, as
specified on the Group
– Password Rules page.
Network Class of The drop-down list The network class of service the user is
Service displays the network assigned to, which determines how user’s
classes of service that calls are processed.
can be assigned to the Network classes of service are defined by the
user. system administrator. You can use the
classes assigned to your group.
Line/Port A valid line/port, The line number or SIP address of the external
maximum 161 music source, depending on the
characters in identity/device profile type you selected.
user@domain format. Not available in IMS deployments.
The user part can
contain a leading +,
letters, digits, and the
following characters: -,
_, !, ~, *, (, ), periods,
and single quotes.
The drop-down box lists
the available domains.
Public Identity Maximum 161 The SIP address of the external music source.
characters in Only available in IMS deployments.
user@domain format.
The user part can only
contain letters, digits,
and the following
characters: -, _, !, ~, *,
(, ), periods, and single
quotes.
The available domains
are listed in the drop-
down box.
Contact Can only contain letters, Up to five contact addresses for the user.
digits, and the following Only available for identity/device profile types
characters: -, _, !, ~, *, that allow static registrations.
(, ), &, =, +, $, ?, /, In IMS deployments, multiple contacts are not
period, semicolon, or allowed.
single quotes.
Path The format should Routing information to the device, one for each
follow the RFC 3327 configured contact. Used when Path header
specification. support is enabled.
10) Save your changes. Click OK. OK saves your changes and displays the previous
page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: The delete will fail if there are users still assigned to it or if it is being referenced as
reroute trunk group.
WARNING: The delete function cannot be undone. Once you click Delete, your deletion is final.
Click Cancel if you want to avoid a deletion.
5) Modify information as required. For information about the fields on this page, see
section 5.15.1 Add Trunk Group.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Services menu page, click Trunk Group. The Group – Trunk Group
page appears.
2) Click Edit or any item on the row for the trunk group. The Trunk Group – Profile menu
page appears.
3) Click Profile. The Trunk Group – Trunk Group Modify page appears.
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4) Search for users.
The Groups – Trunk Group Modify page is a page that contains an advanced search.
The User ID, Last Name, First Name, Phone Number, Extension, and Department
appear for each user. Depending on the number of pages of data on a list, you can
present the data several different ways. You can click the headings of a column to
change the sort order of items in the column, use the input boxes to specify search
criteria, or click the page links, for example, Next or Previous.
The advanced search lets you define specific search criteria to narrow your search
and display a manageable list. For more information on defining search criteria, see
the BroadWorks Getting Started Web Interface Administration Guide.
5) To access the User – Profile menu page for a trunk group user, click Edit in the row
for the target user.
6) To change the pilot user for the trunk group, check the Pilot User box in the row for
the new pilot user. Since there can only be one pilot user, when a new user is chosen
as a pilot user, the existing pilot user’s Pilot User check box is cleared.
7) To deselect the pilot user, uncheck the Pilot User box for the current pilot user.
8) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Services menu page, click Trunk Group. The Group – Trunk Group
page appears.
2) Click Edit or any item on the row for the trunk group. The Trunk Group – Profile menu
page appears.
3) Click Call Forwarding Always. The Trunk Group – Call Forwarding Always page
appears.
4) For Call Forwarding Always Action, select from the following:
− Select None if not action is required.
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− Select Forward to Phone Number/SIP-URI and enter the phone number or SIP-
URI if you want the calls to be forwarded to a phone number/SIP-URI. A phone
number can be from 2 through 30 digits (3 through 22 digits in E.164 format).
Spaces and dashes are allowed but are not included in the number. The SIP-URI
must be in the user@domain format. The user part can be from 1 through 80
characters and can contain a leading +, letters, digits, and the following
characters: !, ~, *, (, ), dash, underscore, period, or single quotes. The domain
part can be either a domain name or an IP address.
− Select Reroute to Trunk Group and select the trunk group from the drop-down list
if you want the calls to be rerouted to a trunk group.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Services menu page, click Trunk Group. The Group – Trunk Group
page appears.
NOTE: The bursting maximum incoming calls and bursting maximum outgoing calls must be
less than or equal to the bursting maximum total calls. If the bursting maximum incoming calls or
outgoing calls is configured, the maximum incoming calls or outgoing calls must also be
configured.
− In the Incoming Calls text boxes, enter the number of calls in the Maximum Active
Calls and Bursting Maximum Active Calls columns.
− In the Outgoing Calls text boxes, enter the number of calls in the Maximum Active
Calls and Bursting Maximum Active Calls columns.
NOTE: You can set the maximum number of active incoming calls to “0” to indicate that the
trunk group can only accept originating calls. You can also set the maximum number of active
outgoing calls to “0” to indicate that the trunk group can only accept originating calls. However, if
you set both the maximum number of active incoming calls and the maximum number of active
outgoing calls to “0”, the trunk group is not able to accept any calls.
6) Configure the Incoming Capacity Exceeded Action, select from the following:
− None
− Forward to Phone Number/SIP-URI and then enter the number or URI in the text
box
A phone number can be from 2 through 30 digits (3 through 22 digits in E.164
format). Spaces and dashes are allowed but are not included in the number. The
SIP-URI must be in the user@domain format. The user part can be from 1
through 80 characters and can contain a leading +, letters, digits, and the
following characters: !, ~, *, (, ), dash, underscore, period, or single quotes. The
domain part can be either a domain name or an IP address.
− Reroute to Trunk Group and then select the trunk group from the drop-down list
7) For Capacity Exceeded Alarm Initial Value, enter the number of calls (from 0 through
2147483647) in the text box.
This is a required field. If the Capacity Exceeded Counter is greater than the
configured threshold Capacity Exceeded Alarm Initial Value, and the Capacity
Exceeded Alarm Offset Value is not “0”, then the system generates an SNMP trap.
8) For Capacity Exceeded Alarm Offset Value, enter the number of calls (from 0 through
2147483647) in the text box. This is a required field.
9) Search for users.
The Groups – Trunk Group Capacity Management page is a page that contains an
advanced search. Depending on the number of pages of data on a list, you can
present the data several different ways. You can click the headings of a column to
change the sort order of items in the column, use the input boxes to specify search
criteria, or click the page links, for example, Next or Previous. The advanced search
lets you define specific search criteria to narrow your search and display a
manageable list. For more information on defining search criteria, see the
BroadWorks Getting Started Web Interface Administration Guide.
10) Assign hosted users by placing them in the Assigned Hosted Users column.
1) On the Group – Services menu page, click Trunk Group. The Group – Trunk Group
page appears.
2) Click Edit or any item on the row for the trunk group. The Trunk Group – Profile menu
page appears.
3) Click Stateful Trunk Group Rerouting. The Trunk Group – Stateful Trunk Group
Rerouting page appears.
4) Configure the parameters on this page as follows.
Input Box Allowed Values Description
Trunk Group State N/A. This is a read-only field. It displays the current state of the
trunk group.
Enable Stateful Trunk N/A. This is a check box. Check this option to enable trunk
Group Rerouting group failover to an available trunk
group within the Enterprise Trunk
for call routing when the trunk
group becomes unavailable.
Send Continuous N/A. This is a check box. Check this option to enable trunk
Options Message group pooling to detect when the
trunk group becomes unavailable.
This is effective only when Enable
Stateful Trunk Group Rerouting is
checked.
1) On the Group – Services menu page, click Trunk Group. The Group – Trunk Group
page appears.
2) Click Edit or any item on the row for the trunk group. The Trunk Group – Profile menu
page appears.
3) Click Unreachable Destination. The Trunk Group – Unreachable Destination page
appears.
4) In the Unreachable Destination Timeout text box, enter the duration for the time-out in
seconds (from 1 through 255). The default is “6”.
5) For Unreachable Destination Action, select from the following:
NOTE: The current trunk group should not be in the Reroute to Trunk Group drop-down list. If
the group belongs to an enterprise, the Reroute to Trunk Group drop-down list includes all trunk
groups in the enterprise. In addition, when the trunk group is in a different group, the group ID of
the trunk group is provided in parentheses.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves you
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
Figure 233 Trunk Group – Create Trunk Group Users using DNs
Figure 234 Trunk Group – Create Trunk Group Users using Extensions
1) On the Group – Services menu page, click Trunk Group. The Group – Trunk Group
page appears.
2) Click Edit or any item on the row for the trunk group. The Trunk Group – Profile menu
page appears.
3) Click Trunk Group User Creation. The Trunk Group – Trunk Group User Creation
page appears.
For each task, this page shows the number of users to be created in a task; for
executing tasks, the number of users currently added; and, for completed tasks, the
number of users added, the number not added, and the number of errors.
The status of a user-creation task is one of these:
− Pending: The task has not begun.
− Executing: The task is in progress.
− Completed: The task has been completed.
To display the options for your Home page, click Group or Home.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Group – Services menu page, click Trunk Group. The Group – Trunk Group
page appears.
2) Click Edit or any item on the row for the trunk group. The Trunk Group – Profile menu
page appears.
3) Click Trunk Group User Creation. The Trunk Group – Trunk Group User Creation
page appears.
For each task, this page shows the number of users to be created in a task; for
executing tasks, the number of users currently added; and, for completed tasks, the
number of users added, the number not added, and the number of errors.
The status of a user-creation task is one of these:
− Pending: The task has not begun.
− Executing: The task is in progress.
− Completed: The task has been completed.
4) Click Edit or any item on the row for the task. The Trunk Group – Trunk Group User
Creation Status page appears displaying the information about the task you selected.
5) To display the report about the task, click Click here for task report.
6) To delete the task, click Delete. The previous page appears.
1) On the Group – Services menu page, click Trunk Group. The Group – Trunk Group
page appears.
2) Click Edit or any item on the row for the trunk group. The Trunk Group – Profile menu
page appears.
3) In the Options menu, click Utilities. The Trunk Group – Utilities menu page appears.
4) Click Pilot User Registrations. The Trunk Group – Pilot User Registrations page
appears.
5) Click OK to return to the previous page.
NOTE: If there are multiple routes to a PBX, each of these trunk groups should be assigned
the same default trunk group security classification level so that all calls to/from the PBX are
classified the same way regardless of the selected trunk group.
1) On the Group – Services menu page, click Trunk Group. The Group – Trunk Group
page appears.
2) Click Edit or any item on the row for the trunk group. The Trunk Group – Profile menu
page appears.
3) In the Options menu, click Utilities. The Trunk Group – Utilities menu page appears.
4) Click Security Classification. The Trunk Group – Security Classification page
appears.
5) From the Default Security Classification drop-down list, select the security
classification level for the trunk group.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
The BroadWorks Call Center solution automatically processes incoming calls received by
a single phone number by distributing them to a group of agents. It places incoming calls
in a queue if all agent lines are busy.
The Call Center feature provides three levels of service:
Call Center – Basic – The Call Center – Basic service provides basic queuing
capabilities, distributing calls to devices and people. It is an inexpensive solution for
multi-receptionist and other environments that require basic queuing capability.
Call Center – Standard – The Call Center – Standard service provides, in addition to
queuing capabilities, such features as agent states, supervisor function, and reporting.
Call Center – Premium – The Call Center – Premium service is the most feature-rich
Call Center solution. In addition to the capabilities of the standard offering, it provides
features such as Night Service, Forced Forwarding, and DNIS support. It is intended
to meet the needs of most Call Center environments.
The following table summarizes the three offerings and the functionality provided by each.
Feature Basic Standard Premium
Whisper Announcement X
Announcement Customization X X X
Distinctive Ringing X X X
Disposition Codes X
Call Recording X X X
This chapter describes the administrative procedures used to configure and manage the
Call Center service.
You configure the Call Center service by creating and configuring individual service
instances (virtual users).
Call centers share some administrative tasks, such as activation and deactivation, with
other virtual users. For information, see section 5 Configure Services as Virtual Users.
This section only describes tasks that are specific to call centers, that is, Call Center virtual
users.
In addition, for service provider groups, this section describes how to configure group-level
settings and manage the Call Center Reporting feature.
NOTE: For enterprise groups, group-level settings and Call Center Reporting settings are
managed by your enterprise administrator.
You use the Group – Call Center menu to manage the Call Center service for your group.
This chapter contains sections that correspond to each item on the Group – Call Center
menu page.
Basic menu
The Call Centers menu item is used to configure and manage individual call centers.
The remaining menu items are used to configure group-level settings for the Call
Center service and apply only to service provider groups.
− Call Centers
− Agent Default Settings (All Services)
− Agent Threshold Profiles (Call Center – Premium and Call Center – Standard)
− Agent Unavailable Codes (Call Center – Standard, Call Center – Premium, and
Route Point)
− Call Disposition Codes (Call Center – Premium and Route Point)
− Routing Priority Settings (All Call Center Services)
Reports menu
This menu contains items used to configure and manage group-level Call Center
Reporting.
− External Reporting Settings
− Report Branding
− Report Templates
− Scheduled Reports
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6.1 Call Centers
The Group – Call Centers page provides an entry way for managing call centers for your
group.
The type of call centers you can create depends on the level of Call Center service
authorized to your group (Call Center – Basic, Call Center – Standard, or Call Center –
Premium). In addition, users have to be configured with the appropriate Call Center
service (Basic, Standard, or Premium) before they can be assigned as agents to a call
center of that type.
NOTE: When authorization for a given call center service is revoked from a group, the call
centers that are no longer eligible are removed.
To access the Group – Call Centers menu page, on the Group – Call Center menu page,
click Call Centers.
NOTE: If your group has more than one call center, it is good practice to verify and possibly
change the routing priority order after adding a new call center, to ensure that that call centers
are prioritized correctly. You use the Group – Call Center Routing Policies page to manage the
routing priorities of your call centers. For more information, see section 6.2.5 Routing Priority
Settings.
If your group is part of an enterprise, ask your enterprise administrator to verify or change the
routing priorities of your call centers.
1) On the Group – Services menu page, click Call Center. The Group – Call Centers
page appears.
2) Click Add Basic. The Group – Call Center Add page for a Basic call center appears.
3) Type or select information for the call center. An asterisk (*) indicates required data.
− Enter the call center ID and select the domain from the drop-down list. The ID
must be from 6 through 80 characters and can only contain letters, digits, single
quotes, periods, semicolons, or the following symbols: #, $, %, &, +, -, =, ?, |, _,
~, !, `, ^, {, }.
− Enter the call center name (from 1 through 30 characters) which will appear on
the list of call centers.
− Enter the last and first name for calling line identity. Each can be from 1 through
30 characters and cannot contain % and + symbols, backslashes, double quotes,
or extended ASCII characters.
− Enter the phone number for Calling Line ID services. Note that this box only
appears when the CLID policy in effect for the virtual subscriber is to use a
configurable CLID. The phone number can be from 1 through 20 digits (3
through 22 including the leading + sign in E.164 format). Spaces and dashes are
allowed and do not count toward the length of the phone number. Upon saving,
the CLID phone number is stored either as entered or after being normalized to
E.164 format. The format is decided by the system administrator and specified
below the text box.
− Enter and confirm the call center password. Follow the password rules for your
group.
− Optionally, select a department from the drop-down list, which displays all
departments in your group, and if your group is part of an enterprise, all
departments created at the enterprise level by your enterprise administrator.
− From the Language drop-down list, select the language in which service-specific
messages are played during calls to the call center.
The system default is English (U.S. English) unless configured otherwise.
− Select the time zone for the call center.
− Select the network class of service for the call center. This determines the type of
calls allowed for the call center.
− Select the Group Policy, which configures the call distribution pattern for incoming
calls, by selecting one of the following options. Note that if you selected Skill
Based as the routing type, Group Policy for the call center can only be “Circular”,
“Regular”, or “Uniform”.
Policy Description
Simultaneous Sends incoming calls to all agent numbers at the same time. Once the
call has been answered, the remaining calls to other agents are
released.
Uniform Sends the current incoming call to the agent who has been idle the
longest. After an agent has answered a call, he/she is moved to the
bottom of the call queue.
Weighted Call Assigns calls randomly to agents according to percentages you assign
Distribution on the Call Center – Weighted Call Distribution page.
− For Bandwidth and QoS Settings, select the preferred announcement / music
codec for internal and external calls, from the corresponding drop-down lists.
− For Call Center Settings, provide the following attributes.
Input Box Description
Queue Length The limit for the number of calls that can wait to be transferred to the
next agent. The queue length must be from 1 through 25 for a Basic
call center, from 1 through 50 for a Standard call center, and from 1
through 525 for a Premium call center.
Play Ringing when Select the box to play the ringing tone to the caller when the call is
offering call being offered to an agent.
Allow callers to dial Select this box, to allow callers to drop out of queue by entering a
<digit> to escape out predefined digit. Enter the digit (corresponding to a key on the phone
of queue keypad) in the space provided; the default value is “0”.
Reset caller statistics Select this box if you want the wait timer to be restarted for calls that
upon entry to queue have been transferred to a queue. When this option is checked, a call
transferred to a queue is treated as a new call and placed at the bottom
of the queue. When the option is not checked, the waiting time
accumulated for a call up to the transfer point is preserved and taken
into account when placing and prioritizing the call in the new queue.
− Enter the following Agent Settings to configure how the service behaves if an
agent does not answer a call or wants to log out from the center.
Input Box Description
Allow agents to join Select this box to allow agents to join the call center. A check mark
Call Centers indicates that the feature is enabled.
Allow Call Waiting on Select or unselect Allow Call Waiting on Agents. When Directory
Agents Number Hunting has been assigned to a call center, you can assign
Call Waiting to call center agents so that they can handle more than
one call directed to them, regardless of their Call Waiting feature
status.
4) To save your changes, click OK. OK saves your changes and displays the previous
page.
To exit without saving, select another page or click Cancel.
1) On the Group – Services menu page, click Call Center. The Group – Call Center
page appears.
2) Click Add Standard. The Group – Call Center Add page for the Standard Call Center
appears.
3) Enter information as specified in section 6.1.2.1 Add Basic Call Center.
4) In addition, check Enable Call Center External Reporting, in the Reporting Settings
section, to enable external reporting for the call center.
5) In the Agent Settings section:
− Select Enable calls to agents in wrap-up state if you want to allow calls to be
forwarded to agents who are wrapping up the previous call.
− Select Enable maximum ACD wrap-up timer: <minutes>:<seconds>
(minutes:seconds) and enter the time (from 1 through 3600 seconds) to set the
maximum time an agent can be in the wrap-up state.
− Select Automatically set agent state to <State> after call and select the ACD state
from the drop-down list to automatically change the agent’s state to the selected
state when they complete a call.
1) On the Group – Services menu page, click Call Center. The Group – Call Center
page appears.
2) Click Add Premium. The Group – Call Center Add page for the Premium call center
appears.
3) Type or select information for the call center. An asterisk (*) indicates required data.
− Enter the call center ID and select the domain from the drop-down list. The ID
must be from 6 through 80 characters and can only contain letters, digits, single
quotes, periods, semicolons, or the following symbols: #, $, %, &, +, -, =, ?, |, _,
~, !, `, ^, {, }.
− Enter the call center name (from 1 through 30 characters) which will appear on
the list of call centers.
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2018 BROADSOFT, INC. PAGE 334 OF 519
− Enter the last and first name for calling line identity. Each can be from 1 through
30 characters and cannot contain % and + symbols, backslashes, double quotes,
or extended ASCII characters.
− Enter the phone number for Calling Line ID services. The phone number can be
from 1 through 20 digits (3 through 22 including the leading + sign in E.164
format). Spaces and dashes are allowed but do not count toward the length of
the phone number. Upon saving, the CLID phone number will be stored either as
entered or after being normalized to E.164 format. The format is decided by the
system administrator and specified below the text box. Note that this box only
appears when the CLID policy in effect for the virtual subscriber is to use a
configurable CLID.
NOTE: Note that the Hiragana Last Name and Hiragana First Name input boxes are designed
for specific markets. They do not appear unless configured by your system administrator.
− Enter and confirm the call center password. Follow the password rules for your
group.
− Optionally, select a department from the drop-down list, which displays all
departments in your group, and if your group is part of an enterprise, all
departments created at the enterprise level by your enterprise administrator.
− From the Language drop-down list, select the language in which service-specific
messages are played during calls to the call center.
The system default is English (U.S. English) unless configured otherwise.
− Select the time zone for the call center.
− Select the network class of service for the call center. This determines the type of
calls allowed for the call center.
− Select the Routing Type, which determines whether calls are distributed to agents
based on agents’ skills or on the priority of the calls. You can select Skill Based
or Priority Based.
In the skill-based model, a skill level is assigned to each agent for each Premium
call center they are staffing. When the agent becomes available to receive a call
from one of those call centers, the call from the call center where the agent is
most skilled is offered to the agent. This way, agents work where they can be the
most effective.
To assign skill levels to agents, see section 6.1.3.3 Assign or Unassign Agents.
− Select the Group Policy, which configures the call distribution pattern for incoming
calls, by selecting one of the following options. If you selected Skill Based as the
routing type, you can only select Circular, Regular, or Uniform as the routing
policy for the call center.
Simultaneous Sends incoming calls to all agent numbers at the same time. Once the
call has been answered, the remaining calls to other agents are
released.
Uniform Sends the current incoming call to the agent who has been idle the
longest. After an agent has answered a call, he/she is moved to the
bottom of the call queue.
Weighted Call Assigns calls randomly to agents according to percentages you assign
Distribution on the Call Center – Weighted Call Distribution page.
Queue Length The limit for the number of calls that can wait to be transferred to the
next agent. The queue length for the Premium call center must be
from 1 through 525.
Play Ringing when Select the box to play the ringing tone to the caller when the call is
offering call being offered to an agent.
Allow callers to dial Select this box to allow callers to drop out of queue by entering a
<digit> to escape out predefined digit. Enter the digit (corresponding on a key on the phone
of queue keypad) in the space provided; the default value is “0”.
Reset caller statistics Select this box if you want the wait timer to be restarted for calls that
upon entry to queue have been transferred to a queue. When this option is checked, a call
transferred to a queue is treated as a new call and placed at the
bottom of the queue. When the option is not checked, the waiting
time accumulated for a call up to the transfer point is preserved and
taken into account when placing and prioritizing the call in the new
queue.
4) Check Enable Call Center External Reporting, in the Reporting Settings section, to
enable external reporting for the call center.
− Enter the following Agent Settings to configure how the service behaves if an
agent does not answer a call or wants to log out from the center.
Input Box Description
Allow agents to join Select this box to allow agents to join the call center. A check mark
Call Centers indicates that the feature is enabled.
Allow Call Waiting on Select or unselect Allow Call Waiting on Agents. When Directory
agents Number Hunting has been assigned to a call center, you can assign
Call Waiting to call center agents so that they can handle more than
one call directed to them, regardless of their Call Waiting feature
status.
Enable calls to agents Select or unselect Enable calls to agents in wrap-up state. When this
in wrap-up state: option is selected calls can be forwarded to agents who are wrapping
<Min>:<Sec> up the previous call.
(minutes:seconds)
Enable maximum ACD Select this option and specify the maximum time in minutes and
wrap-up timer seconds (from 1 through 3600) an agent can be in the wrap-up state.
Automatically set Select this option and select the ACD state from the drop-down list to
agent state to <state> automatically change the agent’s state to the selected state when
after call they complete a call.
If you selected “Unavailable” and the Agent Unavailable Codes
feature is enabled for your group or enterprise, select an agent
unavailable code from the drop-down list. The code you select is
automatically assigned to agents after calls.
Automatically answer Select this option and enter the time in seconds (from 1 through 10)
calls after waiting to allow calls to agents to be automatically answered after the
<seconds> seconds specified amount of time and rendered over the device’s speaker and
microphone.
5) Click OK. OK saves your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: At any step of the procedure, you can go back to a previously configured page and
modify the data you entered.
1) On the Group – Call Center page, click Add Call Center Wizard. The Call Center
Setup: Select the Call Center Type page appears. This is the first page of the Call
Center Setup Wizard.
2) From the Call Center Type options, select Basic, and then click Next. The Call Center
Setup: Step 1 of 3 – Configure Call Center Profile page appears.
To cancel the operation and exit the wizard, click Cancel.
Configure Call Center Profile
Figure 246 Call Center Setup (Basic Call Center): Step 1 of 3 – Configure Call Center Profile
3) Type or select information for the call center. An asterisk (*) indicates required data.
− Enter the call center ID and select the domain from the drop-down list. The ID
must be from 6 through 80 characters and can only contain letters, digits, single
quotes, periods, semicolons, or the following symbols: #, $, %, &, +, -, =, ?, |, _,
~, !, `, ^, {, }.
− Enter the call center name (from 1 through 30 characters) that appears on the list
of call centers.
NOTE: The Hiragana Last Name and Hiragana First Name input boxes are designed for specific
markets. They do not appear unless configured by your system administrator.
− Enter and confirm the call center password. Follow the password rules for your
group.
− Optionally, select a department from the drop-down list that displays all
departments in your group, and if your group is part of an enterprise, all
departments created at the enterprise level by your enterprise administrator.
− From the Language drop-down list, select the language in which service-specific
messages are played during calls to the call center.
The system default is English (U.S. English) unless configured otherwise.
− Select the time zone for the call center.
− Select the network class of service for the call center. This determines the type of
calls allowed for the call center.
− Select the Group Policy, which configures the call distribution pattern for incoming
calls, by selecting one of the following options.
Policy Description
Simultaneous Sends incoming calls to all agent numbers at the same time. Once
the call has been answered, the remaining calls to other agents are
released.
Uniform Sends the current incoming call to the agent who has been idle the
longest. After an agent has answered a call, the agent is moved to
the bottom of the call queue.
Queue Length The limit for the number of calls that can wait to be transferred to the
next agent. The queue length must be from 1 through 25 for a Basic
call center, from 1 through 50 for a Standard call center, and from 1
through 525 for a Premium call center.
Play Ringing when Select the box to play the ringing tone to the caller when the call is
offering call being offered to an agent.
Allow callers to dial Select this box, to allow callers to drop out of queue by entering a
<digit> to escape out predefined digit. Enter the digit (corresponding to a key on the phone
of queue keypad) in the space provided; the default value is “0”.
Reset caller statistics Select this box if you want the wait timer to be restarted for calls that
upon entry to queue have been transferred to a queue. When the option is checked, a call
transferred to a queue is treated as a new call and placed at the
bottom of the queue. When the option is not checked, the waiting
time accumulated for a call up to the transfer point is preserved and
taken into account when placing and prioritizing the call in the new
queue.
− Enter the following Agent Settings to configure how the service behaves if an
agent does not answer a call or wants to log out from the center.
Input Box Description
Allow agents to join Select this box to allow agents to join the call center. A check mark
Call Centers indicates that the feature is on.
Allow Call Waiting on Select or unselect Allow Call Waiting on Agents. When Directory
Agents Number Hunting has been assigned to a call center, you can assign
Call Waiting to call center agents so that they can handle more than
one call directed to them, regardless of their Call Waiting feature
status.
4) To save this information and display the next setup page, click Next. The Call Center
Setup: Step 2 of 3 – Configure Addresses page appears.
To save the information and exit the wizard, click Finish. To exit the wizard without
saving this information, click Cancel.
Figure 247 Call Center Setup (Basic Call Center): Step 2 of 3 – Configure Addresses
5) Select the call center phone number from the list and/or enter the call center
extension. Extensions can vary in length within the limits configured for your group.
For more information, see your group's Utilities – Extension Dialing page.
6) Enter up to three SIP addresses to associate with the call center. Calls directed to
any of these aliases are redirected to the call center’s main number. For each alias to
add, type the user part of the address and then select the domain from the drop-down
list. The user part can be from 1 through 80 characters and can only contain letters,
digits, and the following characters: -, _, ., !, ~, *, (, ), or single quotes. For each alias
to add, type the user part and then select the domain from the drop-down list.
7) To save this information and display the next setup page, click Next. The Call Center
Setup: Step 3 of 3 – Assign Agents page appears.
To go back to the previous page without saving, click < Back. To save the
information and exit the wizard, click Finish. To exit the wizard without saving this
information, click Cancel.
If you click < Back, the Call Center Setup: Step 1 of 3 – Configure Call Center Profile
page appears displaying a link that allows you to change the call center’s user ID. For
information, see section 6.1.3.2.1 Change Call Center ID.
Figure 248 Call Center Setup (Basic Call Center): Step 3 of 3 – Assign Agents
1) On the Group – Call Center page, click Add Call Center Wizard. The Call Center
Setup: Select the Call Center Type page appears.
Figure 249 Call Center Setup: Select the Call Center Type
2) For Call Center Type, select Standard, and then click Next. The Call Center Setup:
Step 1 of 5 – Configure Call Center Profile page appears.
Configure Call Center Profile
Figure 250 Call Center Setup (Standard Call Center): Step 1 of 5 – Configure Call Center Profile
3) Enter the call center profile information as specified in section 6.1.2.4.1 Add Basic Call
Center with Wizard.
4) In addition, check Enable Call Center External Reporting (in the Reporting Settings
section) to enable external reporting for the call center.
Figure 251 Call Center Setup (Standard Call Center): Step 2 of 5 – Configure Addresses
8) Select the call center phone number and/or an extension. The allowed extension
length for your group can be viewed on your group's Utilities – Extension Dialing page.
9) Enter up to three SIP addresses to associate with the call center. Calls directed to
any of these aliases are redirected to the call center’s main number. For each alias to
add, type the user part of the address and then select the domain from the drop-down
list. The user part can be from 1 through 80 characters and can only contain letters,
digits, and the following characters: -, _, ., !, ~, *, (, ), or single quotes. For each alias
to add, type the user part and then select the domain from the drop-down list.
10) To save this information and display the next setup page, click Next. The Call Center
Setup: Step 3 of 5 – Assign Agents page appears.
To go back to the previous page without saving, click Back. To save the information
and exit the wizard, click Finish. To exit the wizard without saving this information,
click Cancel.
Figure 252 Call Center Setup (Standard Call Center): Step 3 of 5 – Assign Agents
Figure 253 Call Center Setup (Standard Call Center): Step 4 of 5 – Assign Supervisors
Figure 254 Call Center Setup (Standard Call Center): Step 5 of 5 – Assign Agents to Supervisors
17) From the Supervisors drop-down list, select the supervisor to whom you want to
assign agents.
18) Search for available agents. To list all available agents, click Search. Or, to search
for specific available agents, enter your search criteria and then click Search. For
more information on defining search criteria, see the BroadWorks Getting Started
Web Interface Administration Guide. The agents that match your criteria appear in
the Available Agents column.
19) Assign agents to the selected supervisor:
1) On the Group – Call Center page, click Add Call Center Wizard. The Call Center
Setup – Select the Call Center Type page appears.
Figure 255 Call Center Setup: Select the Call Center Type
2) For Call Center Type, select Premium, and then click Next. The Call Center Setup:
Step 1 of 5 – Configure Call Center Profile page appears.
Configure Call Center Profile
Figure 256 Call Center Setup (Premium Call Center): Step 1 of 5 – Configure Call Center Profile
NOTE: The Hiragana Last Name and Hiragana First Name input boxes are designed for specific
markets. They do not appear unless configured by your system administrator.
− Enter and confirm the call center password. Follow the password rules for your
group.
− Optionally, select a department from the drop-down list that displays all
departments in your group, and if your group is part of an enterprise, all
departments created at the enterprise level by your enterprise administrator.
− From the Language drop-down list, select the language in which service-specific
messages are played during calls to the call center.
The system default is English (U.S. English) unless configured otherwise.
− Select the time zone for the call center.
− Select the network class of service for the call center. This determines the type of
calls allowed for the call center.
− Select the Routing Type, which determines whether calls are distributed to agents
based on agents’ skills or on the priority of the calls. You can select Skill Based
or Priority Based.
Skill-based routing allows you to ensure that agents work where they can be the
most effective. This is achieved by assigning skill levels to agents. When the
agent becomes available to receive a call from, the call from the call center where
the agent is most skilled is offered to the agent. You assign skills to agents in
Step 3 of 5 of this procedure.
Simultaneous Sends incoming calls to all agent numbers at the same time. Once the
call has been answered, the remaining calls to other agents are
released.
Uniform Sends the current incoming call to the agent who has been idle the
longest. After an agent has answered a call, the agent is moved to the
bottom of the call queue.
Weighted Call Assigns calls randomly to agents according to percentages you assign
Distribution on the Call Center – Weighted Call Distribution page.
Queue Length The limit for the number of calls that can wait to be transferred to the
next agent. The queue length for the Premium call center must be from
1 through 525.
Play Ringing when Select the box to play the ringing tone to the caller when the call is
offering call being offered to an agent.
Allow callers to dial Select this box, to allow callers to drop out of queue by entering a
<digit> to escape out predefined digit. Enter the digit (corresponding to a key on the phone
of queue keypad) in the space provided; the default value is “0”.
Reset caller statistics Select this box if you want the wait timer to be restarted for calls that
upon entry to queue have been transferred to a queue. When the option is checked, a call
transferred to a queue is treated as a new call and placed at the bottom
of the queue. When the option is not checked, the waiting time
accumulated for a call up to the transfer point is preserved and taken
into account when placing and prioritizing the call in the new queue.
− Enter the following Agent Settings to configure how the service behaves if an
agent does not answer a call or wants to log out from the center.
Input Box Description
Allow agents to join Select this box to allow agents to join the call center. A check mark
Call Centers indicates that the feature is enabled.
Allow Call Waiting on Select or unselect Allow Call Waiting on Agents. When Directory
Agents Number Hunting has been assigned to a call center, you can assign
Call Waiting to call center agents so that they can handle more than
one call directed to them, regardless of their Call Waiting feature status.
Enable calls to Select or unselect Enable calls to agents in wrap-up state. When this
agents in wrap-up option is selected calls can be forwarded to agents who are wrapping
state up the previous call.
Enable maximum Select this option and specify the maximum time in minutes and
ACD wrap-up timer: seconds (from 1 through 3600) an agent can be in the wrap-up state.
<Min>:<Sec>
Automatically set Select this option and select the ACD state from the drop-down list to
agent state to automatically change the agent’s state to the selected state when they
<State> after call complete a call.
If you selected “Unavailable” and the Agent Unavailable Codes feature
is enabled for your group or enterprise, select an agent unavailable
code from the drop-down list. The code you select is automatically
assigned to agents after calls.
Automatically Select this option and enter the time in seconds (from 1 through 10) to
answer calls after allow calls to agents to be automatically answered after the specified
waiting <seconds> amount of time and rendered over the device’s speaker and
seconds microphone.
4) In addition, check Enable Call Center External Reporting (in the Reporting Settings
section) to enable external reporting for the call center.
5) To save this information and display the next setup page, click Next. The Call Center
Setup: Step 2 of 5 – Configure DNIS Parameters page appears.
To save the information and exit the wizard, click Finish. To exit the wizard without
saving this information, click Cancel.
Configure DNIS Parameters
Figure 257 Call Center Setup (Premium Call Center): Step 2 of 5 – Configure DNIS Parameters
6) For DNIS Display settings, check one or more of the following options:
− Display DNIS Number to agent when presenting a call instead of Calling Number
− Display DNIS Name to agent when presenting a call instead of Calling Name
7) For DNIS Priority settings, check one or more of the following options:
− Automatically promote calls with Priority 1 to Priority 0 after waiting <X> seconds,
and enter the waiting time in seconds (from 1 through 1800).
Figure 258 Call Center Setup (Premium Call Center): Modify DNIS
9) From the Phone Number drop-down list, select the phone number for the call center
and/or enter an extension. When you select a phone number, the system assigns the
last digits of the phone number as extension. You can modify if required. Note that
extensions can vary in length within the limits configured for your group. You can
consult the extension rules for your group on your group's Utilities – Extension Dialing
page.
10) Select a priority from the drop-down list. This determines the priority of calls to this
number in relation to calls to other DNIS numbers in this call center.
11) Enter the calling line ID number for the call center. The phone number can be from 1
through 20 digits (3 through 22 including the leading + sign in E.164 format). Spaces
and dashes are allowed but do not count toward the length of the phone number.
12) To use custom calling line name settings, check Use custom Calling Line name
settings and enter the calling line last and first name. Each can be from 1 through 30
characters and cannot contain % and + symbols, backslashes, double quotes, or
extended ASCII characters.
13) To allow agents to use this phone number for making calls, check Allow outgoing call
center call.
14) Click OK. The previous page appears.
15) To assign a (non-Primary) DNIS to the call center, click Add Another DNIS. This
saves the settings on this page and the Call Center Setup – Add DNIS page appears.
Figure 261 Call Center Setup (Premium Call Center): Step 3 of 5 – Assign Agents
29) If the call center uses skill-based routing, select the skill level from the drop-down list.
Figure 262 Call Center Setup (Premium Call Center): Step 4 of 5 – Assign Supervisors
Figure 263 Call Center Setup (Premium Call Center): Step 5 of 5 – Assign Agents to Supervisors
40) From the Supervisors drop-down list, select the supervisor to whom you want to
assign agents.
When you go back to step 1 of the wizard, the page displays the Change User ID (Also
saves current screen data) link, which you can use to change the user ID of the call
center. The link appears only if you arrive at this page from the previous step.
Figure 264 Call Center Setup (Premium Call Center): Step 1 of 5 – Configure Call Center Profile
1) To modify the user ID of the call center you are creating, click the Change User ID
(Also saves current screen data) link. The Call Center Setup: Change User ID page
appears.
2) Enter the new ID for the call center. The ID must be from 6 through 80 characters and
can only contain letters, digits, single quotes, periods, semicolons, or the following
symbols: #, $, %, &, +, -, =, ?, |, _, ~, !, `, ^, {, }.
3) To change the domain, select a new domain form the drop-down list.
4) To save your changes and go to the previous page, click OK.
1) On the Group – Services menu page, click Call Center. The Group – Call Center
page appears, listing call centers for the group.
2) Click Edit or any item on the row for the Call Center. The Call Center – Profile menu
page for the selected call center appears.
Figure 267 Call Center – Call Center Profile (Premium Call Center)
1) On the Call Center – Profile menu page for the selected call center, click Profile. The
Call Center Profile page appears.
2) To delete the call center, click Delete. The call center is deleted and previous page
appears.
NOTE: When you delete a call center, the routing priorities of the remaining call centers may
become non-contiguous.
If your group is part of a service provider, use the Group – Call Center Routing Policies page to
make the routing priorities of your call centers contiguous. For more information, see section
6.2.5 Routing Priority Settings (All Call Center Services).
If your group is part of an enterprise, ask your enterprise administrator to set the routing priorities
of your call centers.
Use the Call Center – Change User ID page to modify the ID of a call center.
1) On the Call Center – Profile menu page for the selected call center, click Profile. The
Call Center – Profile page appears.
2) Click Change User ID. The changes you made so far are saved and the Call Center
– Change User ID page appears.
3) Enter the new ID for the call center. The ID must be from 6 through 80 characters and
can only contain letters, digits, single quotes, periods, semicolons, or the following
symbols: #, $, %, &, +, -, =, ?, |, _, ~, !, `, ^, {, }.
4) You can also change the call center domain by selecting it from the drop-down list
following the "@" sign.
5) Click OK. The Call Center – Profile page appears with the new Call Center ID.
The Call Center – Upgrade Call Center page allows the administrator to upgrade the Call
Center for enhanced functionality. The drop-down list shows the possible upgrade types.
A Basic call center can be upgraded to either Standard or Premium. A Standard call
center can be upgraded to Premium. The Find Unlicensed Agents button allows you to
view any agents assigned to this call center who do not have the necessary licenses to
allow the call center upgrade.
1) On the Call Center – Profile menu page for the selected call center, click Profile. The
Call Center – Profile page appears.
2) Click Upgrade Call Center Type. The changes you made so far are saved and the
Call Center – Upgrade Call Center page appears.
3) From the Call Center Type drop-down list, select the type of call center.
4) Click Find Unlicensed Agents to find whether there are any agents assigned to this
call center that do not have the necessary services assigned to allow the upgrade.
For more information on assigning services to users, see section 4.2.9 Assign or
Unassign User Services.
5) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: Unassigning the Call Center (Basic, Standard, or Premium) service from an agent
automatically removes the agent from the Call Center(s) for which they are no longer licensed.
Use the Call Center – Agents page to assign to or unassign users from the call center.
1) On the Call Center – Profile menu page for the selected call center, click Agents.
The Call Center – Agents page appears.
2) If the call center uses skill-based routing, select the skill level from the drop-down list.
3) Find available users:
− To find all available users, click Search.
− To find specific available users, enter search criteria and then click Search.
NOTE: From this page, you can view or use group or enterprise-level disposition codes, but you
cannot modify them.
Use the Call Center – Call Disposition Code Add page to add a call center disposition
code.
1) On the Call Center – Profile menu page for the selected call center, click Disposition
Codes. The Call Center – Call Disposition Codes page appears.
2) Click Add. The Call Center – Call Disposition Codes Add page appears.
3) Enter the code (from 1 through 10 characters). This is a required field.
4) Enter the code description.
5) To activate the code, check the Active box.
6) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and returns to the previous page.
To exit without saving, click Cancel or select another page.
Use the Call Center – Call Disposition Code Modify page to delete or modify a call center
disposition code.
NOTE: You can only modify or delete call center disposition codes from this page.
1) On the Call Center – Profile menu page for the selected call center, click Disposition
Codes. The Call Center – Call Disposition Codes page appears.
2) Click Edit on the row for the disposition code you want. The Call Center – Call
Disposition Code Modify page appears.
3) To delete the disposition code, click Delete. The disposition code is deleted and the
previous page appears.
4) To modify the code, change information as required. For a description of the fields on
this page, see section 6.2.4.2 Add Group-level Disposition Code.
5) To save your changes, click OK.
To exit without changing, click Cancel or select another page.
Use the Call Center – Call Disposition Codes page to activate or deactivate call center
disposition codes.
1) On the Call Center – Profile menu page for the selected call center, click Disposition
Codes. The Call Center – Call Disposition Codes page appears.
2) To activate a disposition code, check the Active box in the row for the code. To
deactivate a code, uncheck the box.
NOTE: You can only activate or deactivate call center disposition codes from this page.
3) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and returns to the previous page.
Use the Call Center – Call Disposition Codes page to configure default disposition codes
settings for the selected call center.
1) On the Call Center – Profile menu page for the selected call center, click Disposition
Codes. The Call Center – Call Disposition Codes page appears.
2) To enable the use of the disposition codes for the call center, check Enable Call
Disposition Codes.
3) To use the group and call center disposition codes, check Use group codes in
addition to call center code. To use only the call center disposition codes, uncheck
the box.
4) To force the use of disposition codes for the call center, check Force use of call
disposition codes with Default Code and select the default disposition code from the
drop-down list.
5) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and returns to the previous page.
To exit without saving, click Cancel or select another page.
1) On the Call Center – Profile menu page for the selected call center, click
Supervisors. The Call Center – Supervisors page appears.
2) Assign supervisors for the call center.
− In the Available Supervisors column, select the supervisors to be assigned to the
call center. You can select some or all of the items in a column. Item names are
listed in alphabetical order. To select several items in sequential order, click the
first name, hold down the SHIFT key on the keyboard, and click the last name.
To select several items, but not in a particular order, click the names while holding
down the CTRL key on the keyboard.
− To assign the selected supervisors, click Add. To assign all supervisors
(unselected) at once, click Add All.
3) To unassign supervisors, in the Assigned Supervisors column, select the supervisors
and click Remove. To unassign all supervisors (unselected) at once, click Remove
All.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel.
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6.1.3.5.1 Assign Agents to Supervise (Standard and Premium Call Centers)
Use the Supervisors – Supervised Agents page to assign or unassign the agents to be
supervised by a supervisor.
1) On the Call Center – Profile menu page for the selected call center, click
Supervisors. The Call Center – Supervisors page appears.
2) Click the Assign Agents tab. The Call Center – Supervised Agents page appears.
3) From the Supervisors drop-down list, select the supervisor to whom you want to
assign agents to supervise.
4) Assign agents to be supervised.
− To assign all agents, click Add All.
− To assign the specific agents, in the Available Agents column, select the agents
and click Add >.
To select several agents in sequential order, click the first name, hold down the
SHIFT key, and click the last name. To select several agents, but not in a
particular order, click the names while holding down the CTRL key.
5) Repeat steps 3) and 4) for other supervisors.
6.1.3.6 Configure Call Center Thresholds (Standard and Premium Call Centers)
Use the Call Center – Thresholds page to view and configure thresholds for various
statistical measurements collected for the call center.
You can specify a yellow and a red threshold for each measurement for which thresholds
can be set. A yellow threshold has to be assigned a lower value than the corresponding
red threshold.
When a threshold is crossed, an alert of the corresponding color is sent to the Call Center
client application, which is used to provide a visual indicator to appropriate users.
In addition, you can configure up to eight email addresses where to send notifications
when a threshold is crossed.
1) On the Call Center – Profile menu page for the selected call center, click Thresholds.
The Call Center – Thresholds page appears.
2) For each statistical measurement listed on this page, you can configure a yellow
threshold and/or a red threshold in hours and minutes. A threshold cannot be set to
zero, and a yellow threshold must be assigned a lower value than the corresponding
red threshold. You can leave a field empty if you do not want to assign a threshold.
The following table lists measurements for which thresholds can be configured.
Measurement Allowed Values Notes
Current Longest 00:01 through 1440:00 (up The longest waiting time for calls
Waiting Call to a day) currently in queue.
Estimated Wait Time 00:01 through 1440:00 (up The estimated wait time for calls in
to a day) queue.
Average Handling 00:01 through 1440:00 (up The average time spent on a call.
Time to a day)
Average Speed Of 00:01 through 1440:00 (up The average time a call waits in queue
Answer to a day) before being answered.
6.1.3.7 View Call Center Status and Statistics (Standard and Premium Call Centers)
Use the Call Center – Call Center Status & Statistics page to view the status and statistics
of activity for this call center for today and yesterday and, as required, configure email
statistics reporting.
The Call Center Status and Statistics page has three tabs:
Statistics Report Settings – Use this tab to configure email statistics report settings.
Queue Status – Use this page to view the call center queue status.
Queue & Agent Statistics – Use this page to generate and view queue and agent
statistics.
Clicking on a tab other than the current tab saves your changes.
Use the Call Center Status & Statistics – Statistics Report tab to view and configure the
Call Center statistics report settings. The lowest reporting granularity is determined by the
value of the statistics sampling period configured at the system level.
1) On the Call Center – Profile menu page for the selected call center, click Status and
Statistics. The Call Center – Status and Statistics page appears. The Statistics
Report Settings tab is displayed by default.
2) Configure statistics reporting:
− To enable or disable daily statistics reporting, select, or unselect Daily Report.
− Select the statistics source, which determines whether the Application Server
accumulates statistics for the call center, and what data source is used to
generate the web-based statistics reports. From the Statistics Source drop-down
list, select one of the following options:
− None: Statistics are not accumulated on the Application Server for this call
center and web-based statistics are not available.
− AS: Statistics are accumulated on the Application Server for this call center.
The data used for web-based statistics reports is retrieved from the
Application Server database.
− External: Statistics are not accumulated on the Application Server for this call
center but are stored in a centralized database.
NOTE: The External option is only available if external reporting is enabled for the call center.
NOTE: Clicking another tab saves your changes, but clicking another page ignores your
changes.
Use the Call Center Status & Statistics – Queue Status tab to view the call center queue
status.
Figure 280 Call Center – Call Center Status & Statistics – Queue Status
1) On the Call Center Status & Statistics page, click the Queue Status tab. The Call
Center Status & Statistics – Queue Status page appears.
2) Click OK to return to the previous page.
Use the Call Center Status & Statistics – Queue and Agent Statistics tab to request the
queue and agent statistics for any given time period within the 48 hour-retention period.
Figure 281 Call Center – Call Center Status & Statistics – Queue & Agent Statistics
1) On the Call Center Status & Statistics page, click the Queue & Agent Statistics tab.
2) Select Display current –time statistics to display statistics for the period ending at the
present time.
3) Enter the start date and time.
4) If you did not select Display current –time statistics, enter the end date and time.
5) Click Apply to view the statistics for the selected period.
6) View queue statistics, which provide the following information.
Statistic Description
Number of busy overflows This is the number of calls that came in after the queue limit was
exceeded. Such calls are likely forwarded to voice mail.
Number of calls answered This is the total number of calls answered handled by an agent.
Number of calls abandoned This is the total number of calls for which the caller has hung up or
selected to leave a message before an agent became available.
Number of calls transferred This is the total number of calls that are transferred out of the Call
Center queue.
Typically, a call is transferred from a given Call Center queue to
another Call Center queue using a client application (for example,
using the BroadWorks Supervisor client).
Number of calls timed out This is the total number of calls that remain unanswered and that
are forwarded out of the Call Center queue upon time-out.
Average wait time This is the average amount of time that callers spend waiting for
the next available agent to answer the call.
Average abandonment time This is the average time that callers spend waiting for an agent
before hanging up or selecting the option to leave a message.
Average number of agents This is the average number of agents staffed during the period for
staffed this Call Center instance.
An agent who has joined the Call Center campaign and who is not
in the sign-out state is considered as staffed.
Average number of agents This is the average number of agents who were in the talking state
talking during the period for this Call Center instance.
Number of calls handled This is the total number of calls that the agent has handled.
This statistic accounts for all Call Center calls that are released by
the agent during the specified period.
Average call time This is the average time that an agent spends on calls from the
Call Center instance.
This statistic accounts for all Call Center calls that are released or
transferred by the agent during the specified period.
If the agent transfers a call (for example, to another queue), then
the call time only accounts for the time spent on the call by the
agent prior to the call transfer. In previous releases, the call time
after the call transfer would be allocated to both the redirecting
agent and the agent answering the call from the other queue. This
behavior is changed upon upgrade and is not activatable.
Number of calls unanswered This is the total number of calls extended to the agent that are not
answered (for any reason other than because the agent is busy).
Notice that for a single call to a Call Center instance, an agent may
be rung multiple times as the call can be placed in the queue and
presented to the agent again. Therefore, this statistic may be
incremented more than once for a given call to the Call Center
instance.
Total Talk Time The amount of time that the agent was busy handling calls for this
Call Center instance.
Total staffed time The amount of time that the agent has joined the Call Center
instance and was not in the sign-out state.
NOTE 1: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add or Call Center Profile page.
NOTE 2: You can configure up to four files/URLs for each message. All four announcements
are chained and played back to the caller one after another.
If you select one or more defaults, these announcements or music sources are played.
Message System Announcement or Audio Source
Entrance message Your call is very important to us; please wait for the next
available agent, or press zero to leave a message.
Estimated wait message There are two possible default announcements for the
estimated wait message:
Your call should be answered in approximately <X> minutes;
please hold.
You are caller number <X> in the queue; please hold.
Periodic comfort message Your call is very important to us; please wait for the next
available agent.
Music/Video On Hold Audio source selected for the Music/Video On Hold service. To
enable Music/Video On Hold, see the BroadWorks Application
Server Group Web Interface Administration Guide – Part 1.
1) On the Call Center – Profile menu page for the selected call center, click
Announcements. The Call Center – Announcements page appears.
2) To return to the previous page, click Cancel.
Use the Announcements – Entrance Message page to customize the entrance message.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
Use the Announcements – Estimated Wait Message page to customize the estimated wait
message.
1) On the Announcements page, click Estimated Wait Message. The Call Center –
Announcements (Estimated Wait Message) page appears.
2) To play the estimated wait message to callers when the call is placed in a queue,
check Enable estimated wait message for queued calls.
3) To play the message periodically at specified intervals, check Play updated wait
message every X seconds and enter the period in the text box. The number must be
from 10 through 600.
4) Select and configure the message option you want to use for this call center:
− To announce their position in the queue to callers, check Announce Queue
position and in the Play message for callers in queue position <X> or lower text
box, enter the maximum queue position to play this announcement to. The
number must be from 1 through 100.
− To play the high-volume message to callers whose position in the queue is
higher than the configured maximum, check Play high volume message.
NOTE: The estimated waiting time = ([position in queue * average call handling time] / [number
of agents available or wrap-up]). The default handling time is used when the average call
handling time is not available.
5) To save your changes, click Apply or OK. Apply saves your changes and OK saves
your changes and displays the previous page.
6) To exit without saving, click Cancel or select another page.
Use the Announcements – Comfort Message page to customize the comfort message.
4) Specify the Audio or Video files to use in comfort messages, selecting from the
following:
− Default
− URL, and then enter up to four addresses in the provided text boxes
The URLs should be in the following format: http/https://<domain name/IP
address>[<:port>][path], for example, http://abcdistributing.com/announcements.
− Custom, and then select up to four custom files from the File1 up to File4 drop-
down lists.
Click Clear next to an entry to clear the corresponding text box. This only clears
the display and does not save changes.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
Use the Announcements – Music On Hold Message page to customize the Music On
Hold message.
Figure 286 Premium Call Center – Announcements – Music On Hold Message (External Source)
− Enter values for the following fields, as applicable. An asterisk (*) indicates
required data.
Field Allowed Values Description
Identity/Device Profile Name The drop-down list displays The name of the
the available identity/device identity/device profile for the
profiles. external Music On Hold
source.
Port Number The drop-down list displays The device port number for
the ports available on the the external music source.
device. You can select the port
number from the list of ports
available on the device.
Note that the Port Number
field is only displayed when
the static line ordering mode
is enabled for the
identity/device type.
Contact Can only contain letters, A SIP contact address for the
digits, and the following external music source. Only
characters: -, _, !, ~, *, (, ), &, available for identity/device
=, +, $, ?, /, period, profile types that allow static
semicolon, or single quotes. registrations.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
NOTE: You can play different messages to internal and external callers.
4) To use a different message for internal calls, check Use Alternate Source for Internal
Calls.
5) Select the Internal Audio or Internal Video files to use in the Music On Hold messages
from the following:
− Default
− URL, and then enter up to four addresses in the provided text boxes.
Figure 288 Basic/Standard Call Center – Announcements – Music On Hold Message (External Source)
Identity/Device The drop-down list displays The name of the identity/device profile for the
Profile Name the available identity/device external Music On Hold source.
profiles.
Line/Port * A valid line/port, maximum The line number or SIP address of the
161 characters in external music source, depending on the
user@domain format. identity/device profile type you selected.
The user part can contain a Not available in IMS deployments.
leading +, letters, digits and
the following characters: -,
_, !, ~, *, (, ), periods, and
single quotes.
The drop-down box lists the
available domains.
Public Identity Maximum 161 characters in The SIP address of the external music source.
user@domain format. The Only available in IMS deployments.
user part can only contain
letters, digits, and the
following characters: -, _, !,
~, *, (, ), periods, and single
quotes.
The available domains are
listed in the drop-down box.
Port Number The drop-down list displays The device port number for the external music
the ports available on the source. Note that the Port number field is only
device. displayed when the static line ordering mode
is enabled for the identity/device type.
Contact Can only contain letters, A SIP contact address for the external music
digits, and the following source. Only available for identity/device
characters: -, _, !, ~, *, (, ), profile types that allow static registrations.
&, =, +, $, ?, /, period,
semicolon, or single quotes.
Path The format should follow the Routing information to the device associated
RFC 3327 specification. with the contact address. Used when Path
header support is enabled.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
Use the Announcements – Call Whisper Message page to customize the message played
to agents when offering them a call.
1) On the Announcements page, click Call Whisper Message. The Call Center –
Announcements (Call Whisper Message) page appears.
2) To play the whisper message, check Play call whisper message.
3) Select the Audio or Video files to use in the Music On Hold messages:
− Default
− URL, and then enter up to four addresses in the provided text boxes.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: The percentage values represent the statistical likelihood of each user receiving the next
incoming call. They are not exact guarantees or quotas. Agents assigned a value of “0” may be
presented with calls as a last resort if all other non-zero agents are unavailable.
To make sure that an agent assigned to a call center does not receive calls, the agent should
either sign out or set their status to “Unavailable”.
Use the Call Center – Weighted Call Distribution page to configure the Weighted Call
Distribution policy within your call center.
NOTE: A user can be assigned to only one Directory Number Hunting group.
1) On the Group – Services menu page, click Call Center. The Group – Call Center
page appears, listing the call centers for the group.
2) Click Edit or any item on the row for the target call center. The Call Center – Profile
menu page appears.
3) Click Distinctive Ringing. The Call Center – Distinctive Ringing page appears.
4) To enable distinctive ringing, check Enable distinctive ringing for call center calls.
5) From the Ring Pattern drop-down list, select the ringing pattern for the call center.
In addition, for call center of type Premium:
6) From the Ringing Pattern for forced delivered call center calls drop-down list, select
the ringing pattern for the force-delivered calls.
For any call center
Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page. To exit without saving, select another page
or click Cancel to display the previous page.
The call center DNIS numbers, including the call center primary number, are listed at the
bottom of the page along with the following information.
Column Label Description
Name The name given to the DNIS number and displayed to agents when presenting
calls. The primary number is denoted by “(Primary)” next to its name.
Priority The priority assigned to the DNIS number and associated with calls received on
that number. It is used to prioritize call center calls. The priority is a number
from 0 through 3, with 0 representing the highest and 3 the lowest priority.
Use the DNIS link on the Call Center – Profile menu page to access the call center DNIS
page.
1) On the Group – Services menu page, click Call Center. The Group – Call Center
page appears, listing call centers for the group.
2) Click Edit or any item on the row for the call center. The Call Center – Profile menu
page appears.
Use the Call Center – Call Center DNIS page to configure the call center-level DNIS
settings.
NOTE: To promote high-priority calls faster than low-priority calls, set X1 < X2 < X3.
Use the Call Center – Add DNIS page to assign a DNIS number to the call center and to
configure its settings.
NOTE: The call center phone number, which is also a primary DNIS, is not configured on this
page. To configure the phone number for the call center, use the Call Center – Addresses page.
1) On the Call Center – Call Center DNIS page of the selected call center, click Add.
The Call Center – Add DNIS page appears.
2) Enter the name by which you want to identify the DNIS, such as “Reception” or “Help
Desk”. The name must be from 1 through 40 characters.
3) From the list of available numbers, select the DNIS phone number.
NOTE: If number activation is enabled, the activation status of the selected phone number is
displayed to the right of the number.
4) Enter the DNIS extension. Extensions can vary in length within the limits configured
for your group.
5) From the drop-down list, select the DNIS priority.
6) Enter the DNIS calling line ID phone number. A phone number used for outgoing
calls must contain only digits or be an E.164 formatted number. It can be from 2
through 30 digits (3 through 22 digits in E.164 format including the plus sign).
Additional spaces and dashes are allowed but are not included in the number.
NOTE: For information on configuring DNIS custom messages, see section 6.1.3.12.4
Configure DNIS Announcements.
9) To allow agents to use the DNIS number to make calls, check Allow outgoing call
center call.
10) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
Use the Call Center – DNIS Announcements page to customize the call center voice and
video prompts that are played to callers while they are waiting in queue.
The following prompts can be customized:
Entrance Message
Estimated Wait Message
Comfort Message
Music On Hold Message
Whisper Message (Premium Call Center)
NOTE 1: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add or Call Center Profile pages.
NOTE 2: You can configure up to four files/URLs for each message. All four announcements
are chained and played back to the caller one after another.
1) On the Call Center – Add DNIS, Call Center – Modify DNIS, or Call Center – DNIS
Announcements page, click Entrance Message.
2) To play the entrance message, check Play entrance message.
3) To play the entrance message to completion, when started, check Entrance message
is mandatory when played.
4) Select the Audio or Video files to be played to callers from the following:
− Default
− URL, and then enter up to four addresses in the provided text boxes
The URLs should be in the following format: http/https://<domain name/IP
address>[<:port>][path], for example, http://abcdistributing.com/announcements.
− Custom, and then select up to four custom files from the File1 up to File4 drop-
down lists.
Click Clear next to an entry to clear the corresponding text box. This only clears
the display and does not save changes.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page. To exit without saving, select another page
or click Cancel to display the previous page.
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6.1.3.12.4.2 Configure DNIS Estimated Wait Message
Use the DNIS Announcements – Estimated Wait Message page to configure the
estimated wait message for the selected DNIS.
1) On the Call Center – Add DNIS, Call Center – Modify DNIS, or Call Center – DNIS
Announcements page, click Estimated Wait Message.
2) To play the estimated wait message to callers, check Enable estimated wait message
for queued calls.
3) To play the message periodically at specified intervals, check Play updated wait
message every X seconds and enter the period in the text box. The number must be
from 1 through 600.
4) Select and configure the message option you want to use for this DNIS:
− To announce their position in the queue to callers, check Announce Queue
position and in the Play message for callers in queue position <X> or lower text
box, enter the maximum queue position to play this announcement to. The
number must be from 1 through 100.
To play the high-volume message to callers whose position in the queue is higher
than the configured maximum, check Play high volume message.
− To announce their approximate waiting time to callers, check the Announce wait
time and in the Play message for callers with wait time of <X> minutes or lower
text box, enter the maximum waiting time (in minutes) during which the message
can play. The number must be from 1 through 100.
− To play the high-volume message to callers whose estimated waiting time is
longer than the configured maximum, check Play high volume message.
− In the Default handling time text box, enter the estimated handling time per
call (in minutes) to use when calculating the waiting time. The number must
be from 1 through 100.
5) To save your changes, click Apply or OK. Apply saves your changes and OK saves
your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
6.1.3.12.4.3 Configure DNIS Comfort Message
Use the DNIS Announcements – Comfort Message page to configure the comfort
message for the selected DNIS.
1) On the Call Center – Add DNIS, Call Center – Modify DNIS, or Call Center – DNIS
Announcements page, click Comfort Message.
2) To play the comfort message, check Play comfort message.
3) In the Time Between Messages <X> seconds box, enter the amount of time in
seconds required to elapse before replaying the message. The number must be from
10 through 600.
4) Select the Audio or Video files to be played to callers from the following:
− Default
− URL, and then enter up to four addresses in the provided text boxes.
− Custom, and then select up to four custom files from the File1 up to File4 drop-
down lists.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
5) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
6.1.3.12.4.4 Configure DNIS Music On Hold Message
Use the DNIS Announcements – Music On Hold Message page to configure the Music On
Hold message for the selected DNIS.
1) On the Call Center – Add DNIS, Call Center – Modify DNIS, or Call Center – DNIS
Announcements page, click the Music On Hold Message tab.
2) To play Music/Video On Hold for queued calls, check Enable music or video on hold
for queued calls.
3) Select the Audio or Video files to be played to callers from the following:
− Default
− URL, and then enter up to four addresses in the provided text boxes
The URLs should be in the following format: http/https://<domain name/IP
address>[<:port>][path], for example, http://abcdistributing.com/announcements.
− Custom, and then select up to four custom files from the File1 up to File4 drop-
down lists.
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Click Clear next to an entry to clear the corresponding text box. This only clears
the display and does not save changes.
− External Source, and then select Identity/Device profile. A new area appears
where you can specify the identity/device profile to use.
Figure 300 Call Center – DNIS Announcements – Music On Hold Message (External Source)
− Enter values for the following fields, as applicable. An asterisk (*) indicates
required data.
Field Values Description
Identity/Device The drop-down list displays The name of the identity/device profile for the
Profile Name * the available identity/device external Music On Hold source.
profiles.
Line/Port * A valid line/port, maximum The line number or SIP address of the
161 characters in external music source, depending on the
user@domain format. identity/device profile type you selected.
The user part can contain a Not available in IMS deployments.
leading +, letters, digits and
the following characters: -, _,
!, ~, *, (, ), periods, and single
quotes.
The drop-down box lists the
available domains.
Public Identity Maximum 161 characters in The SIP address of the external music
user@domain format. The source.
user part can only contain Only available in IMS deployments.
letters, digits, and the
following characters: -, _, !, ~,
*, (, ), periods, and single
quotes.
The available domains are
listed in the drop-down box.
Port Number The drop-down list displays The device port number for the external
the ports available on the music source. You can select the port
device. number from the list of ports available on the
device.
Note that the Port Number field is only
displayed when the static line ordering mode
is enabled for the identity/device type.
Contact Can only contain letters, A SIP contact address for the external music
digits, and the following source. Only available for identity/device
characters: -, _, !, ~, *, (, ), &, profile types that allow static registrations.
=, +, $, ?, /, period,
semicolon, or single quotes.
Path The format should follow the Routing information to the device associated
RFC 3327 specification. with the contact address. Used when Path
header support is enabled.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
6.1.3.12.4.5 Configure DNIS Call Whisper Message
Use the DNIS Announcements – Call Whisper Message page to configure the DNIS call
whisper message played to the agent when offering a call.
1) On the Call Center – Add DNIS, Call Center – Modify DNIS, or Call Center – DNIS
Announcements page, click the Call Whisper Message tab.
2) To play the call whisper message when offering calls to agents, check Play call
whisper message.
3) Select the Audio or Video files to be played to callers from the following:
− Default
− URL, and then enter up to four addresses in the provided text boxes
The URLs should be in the following format: http/https://<domain name/IP
address>[<:port>][path], for example, http://abcdistributing.com/announcements.
NOTE 1: The whisper message typically includes information about the DNIS number on which
the call was received.
NOTE 2: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
Use the Call Center – Modify DNIS page to modify DNIS number settings.
NOTE: You cannot change the name, phone number, or extension of a primary DNIS, as
illustrated in the following figure. The name of the primary DNIS is the call center name.
To modify a DNIS
1) On the Call Center DNIS page for the selected call center, click any item in the row for
the DNIS you want to modify. The Call Center – Modify DNIS page appears.
2) To delete the DNIS, click Delete. The DNIS is deleted and the Call Center DNIS
page appears.
NOTE 2: A DNIS cannot be deleted if an agent has configured the DNIS as the agent’s number
for outgoing calls. If you try to delete such a DNIS, you get an error message.
WARNING: The delete action cannot be undone. Once Delete has been clicked, the DNIS is
permanently disassociated from the call center and all the associated settings are lost.
3) To modify the DNIS settings, enter or modify information as required. For information
about the different fields, see section 6.1.3.12.3 Add DNIS.
4) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
Use the Call Center – Agent Usage page to view the agents who use a selected DNIS.
1) On the Call Center DNIS page for the selected call center, click any item in the row for
the DNIS you want to modify. The Call Center – Modify DNIS page appears.
2) Click the View Agent Usage link. The DNIS – Agent Usage page appears listing
users who selected this DNIS as their outgoing call number.
3) To return to the previous page, click OK.
1) On the Group – Services menu page, click Call Center. The Group – Call Center
page appears, listing call centers for the group.
2) Click Edit or any item in the row for the target call center. The Call Center – Profile
page appears.
Figure 306 Call Center – Routing Policies Menu (Premium Call Center)
Routing policies specify how calls are routed to agents and queued when no agent is
available to take the call.
NOTE: The only routing policy for Basic call centers is Overflow. Basic call centers do not have
a Routing Policies menu page. The Call Center – Overflow page for a call center of type Basic
can be accessed from the Call Center – Profiles menu page.
1) On the Call Center – Routing Policies menu page, click Forced Forwarding. The
Call Center – Forced Forwarding page appears.
2) For Forced Forwarding, select On or Off to enable or disable forced forwarding.
3) Define where you would like calls forwarded. In the Calls Forward to phone
number/SIP-URI text box, enter the phone number or SIP-URI where to forward calls.
A phone number can be from 2 through 30 digits (3 through 22 digits in E.164 format).
Spaces and dashes are allowed but are not included in the number. The SIP-URI
must be in the user@domain format. The user part can be from 1 through 80
characters and can contain a leading +, letters, digits, and the following characters: !,
~, *, (, ), dash, underscore, period, or single quotes. The domain part can be from 1
through 80 characters and can be either a domain name or an IP address.
4) Select or unselect Allow feature access codes to configure forced forwarding to allow
or forbid the use of feature access codes.
5) Select or unselect Play announcement before forwarding to specify if an
announcement should be played before forwarding a call.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
7) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Call Center – Routing Policies menu page, click Holiday Service. The Call
Center – Holiday Service page appears.
2) For the Action settings, select from the following:
− Select None if you do not want call to be treated differently during holidays.
− Select Perform busy treatment if you want calls to receive busy treatment during
holidays.
− Select Transfer to phone number/SIP-URI: and then enter the phone number or
SIP-URI where you want the calls to be forwarded during holidays.
A phone number can be from 2 through 30 digits (3 through 22 digits in E.164
format). Spaces and dashes are allowed but are not included in the number. The
SIP-URI must be in the user@domain format. The user part can be from 1
through 80 characters and can contain a leading +, letters, digits, and the
following characters: !, ~, *, (, ), dash, underscore, period, or single quotes. The
domain part can be from 1 through 80 characters and can be either a domain
name or an IP address.
3) Select the holiday schedule from the Holiday Schedule drop-down list.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
6) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Call Center – Routing Policies menu page, click Night Service. The Call
Center – Night Service page appears.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
9) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Call Center – Routing Policies menu page, click Overflow. The Call Center –
Overflow page appears.
2) Configure the Action settings. Select from the following:
− Perform busy treatment
− Transfer to phone number/SIP-URI and enter the number in the text box
A phone number can be from 2 through 30 digits (3 through 22 digits in E.164
format). Spaces and dashes are allowed but are not included in the number. The
SIP-URI must be in the user@domain format. The user part can be from 1
through 80 characters and can contain a leading +, letters, digits, and the
following characters: !, ~, *, (, ), dash, underscore, period, or single quotes. The
domain part can be from 1 through 80 characters and can be either a domain
name or an IP address.
− Play ringing until caller hangs up
3) Select or unselect Enable overflow after calls, wait <X> seconds and enter the
number of seconds in the text box. The number must be from 0 through 7200.
4) Select or unselect Play announcement before overflow processing.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
6) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
Click Cancel to exit without saving and display the previous page.
1) On the Call Center – Routing Policies menu page, click Bounced Calls. The Call
Center – Bounced Calls page appears.
2) Decide whether to bounce unanswered calls. Select Bounce calls after <number>
rings and enter the number of rings to bounce calls unanswered by agents within
<number> of rings. The number must be from 1 through 20.
In addition, for a Standard Call Center:
3) Select Bounce calls if agent becomes unavailable while routing the call, if you want
the call to bounce if the agent becomes unavailable while the call is offered.
4) Select Alert agent if call is on hold for longer than <number> seconds, and enter the
amount of time in seconds if you want agents to be alerted about long-held calls. The
number must be from 30 through 600.
5) Decide whether to bounce long-held calls. Select Bounce calls after being on hold by
agent for longer than <number> seconds, and enter the number of seconds to bounce
calls that are on hold longer than the specified number of seconds. The number must
be from 30 through 600.
6.1.4.7 Configure Stranded Calls Policy (Standard and Premium Call Centers)
Use the Call Center – Stranded Calls page to configure the call center routing policy for
calls stranded in queue when all the agents have signed-out or left the queue (joined out).
The available settings depend on your Call Center service. The following two figures
show the Call Center – Stranded Calls page for the Standard and Premium call centers.
Follow the corresponding procedures to configure stranded calls for a Standard or
Premium call center.
NOTE: The video configuration controls are not shown when the video capability has been
disabled on the Call Center Add and Profile pages.
4) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: The URLs/files you specify will be played in the order in which they are listed on this
page.
5) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
1) On the Call Center – Routing Policies menu page, click Comfort Messages Bypass.
The Call Center – Comfort Messages Bypass page appears.
2) For Comfort message bypass, select On or Off to enable or disable bypassing comfort
messages.
3) Define the maximum allowed waiting time for bypassing comfort messages, by
entering the number of seconds for the Bypass comfort message when estimated wait
time is less than <X> seconds setting.
4) To play an announcement to callers after ringing for the configured amount of time,
check Play announcement after ringing for <X> seconds and enter the number of
seconds after which to play the announcement.
5) Select the Audio or Video files to be played to callers from the following:
− Default
− URL, and then enter up to four addresses in the provided text boxes. A URL
should be in the following format: http/https://<domain name/IP
address>[<:port>][path].
− Custom, and then select up to four custom files by clicking Browse next to each
entry and then finding and selecting the files.
Click Clear next to an entry to clear the corresponding text box. This only clears
the display and does not save changes.
6) To save your changes, click Apply or OK. Apply saves your changes. OK saves
your changes and displays the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: If your group is part of an enterprise, your enterprise administrator configures these
settings.
Links to the following pages from the Group – Call Center menu page are included in this
section:
Agent Default Settings (All Services)
Agent Threshold Profiles (Call Center – Premium and Call Center – Standard)
Agent Unavailable Codes (Call Center – Standard, Call Center – Premium, and Route
Point)
Call Disposition Codes (Call Center – Premium and Route Point)
Routing Priority Settings (All Call Center Services)
NOTE: The pages that apply to the Route Point service can also be accessed from the Group –
Route Point page. When you configure a setting, the result is the same independently of how
the page was accessed.
The settings to configure for your group depend on the services your group has been
authorized. The settings that apply to specific services are identified in each section.
Figure 319 Group – Agent Default Settings (Call Center – Premium Service)
6.2.2 Agent Threshold Profiles (Call Center – Premium and Call Center – Standard)
Use this item on the Group – Call Center menu page to configure thresholds for various
statistical measurements about agents’ performance.
NOTE: If your group is part of an enterprise, your enterprise administrator configures agent
thresholds profiles for all groups in the enterprise.
An agent threshold profile consists of a set of thresholds and a list of agents to which
those thresholds apply.
For each measurement that can have thresholds set, you can configure a yellow threshold
and a red threshold, with the red threshold having higher severity.
When a threshold is crossed, the system sends an alert to the Call Center client, so that it
can display a visible indicator of the appropriate color to the user.
In addition, agent threshold profiles allow you to configure up to eight email addresses
where a notification should be sent when a threshold configured in this profile is crossed.
An agent can be assigned to only one profile. A default profile without any thresholds is
automatically created by the system. This profile applies to all agents who are not
assigned to any other profile. If you remove an agent from a profile, the agent is
automatically assigned to the default profile. The only way to remove the agent from the
default profile is to assign the agent to another profile.
1) On the Group – Call Center menu page, click Agent Threshold Profiles. The Group
– Agent Threshold Profiles page appears.
2) Click Add. The Group – Agent Threshold Profile Add page appears.
3) Enter a name and a description of the profile.
Current Call State 00:01 through 1440:00 (up to a When the agent is idle, this is the time
Idle Time day) that has elapsed since the agent has
become idle.
Current Call State 00:01 through 1440:00 (up to a When the agent is on a call, this is the
On-Call Time day) time the agent has spent on the
current call. If the agent is involved in
multiple calls, this is the time spent on
the longest call.
Current Agent State 00:01 through 1440:00 (up to a When the agent is unavailable, this is
Unavailable Time day) the time that has elapsed since the
agent has become unavailable or
since that agent last updated their
unavailable code.
Average Busy In 00:01 through 1440:00 (up to a The average time spent by an agent
day) on an incoming ACD call since the last
sign-in.
Average Busy Out 00:01 through 1440:00 (up to a The average time spent by an agent
day) on an outgoing ACD call since the last
sign-in.
Average Wrap-Up 00:01 through 1440:00 (up to a The average time spent by an agent to
day) wrap up a call since the last sign-in.
5) To send email notifications when a threshold in this profile is crossed, check the
Enable Email Notification check box and enter up to eight email addresses. The
email address must be from 3 through 80 characters in user@domain format. It can
contain only one @ symbol, letters, digits, and the following characters: !, #, $, %, &,
*, +, -, /, =, _, {, }, |, ~, `, ., ?, ^, or single quotes.
6) Use the search function to find available agents.
7) To assign agents to the profile, select the agents in the Available Agents column and
click Add >. Or to select all agents click Add All >>.
8) To remove some assigned agents, select the agents to remove in the Assigned
Agents column and click Remove <. Or to remove all assigned agents, click Remove
All <<.
NOTE: When an agent is assigned to a profile, they are automatically unassigned from the
previous profile to which they were assigned. When an agent is unassigned from a profile, they
are automatically assigned to the default profile.
An agent cannot be explicitly unassigned from the default profile. To unassign an agent from the
default profile, you have to assign the agent to another profile.
9) Click Apply or OK. Apply saves your changes. OK saves your changes and displays
the previous page.
To exit without changing, click Cancel or select another page.
1) On the Group – Call Center menu page, click Agent Threshold Profiles. The Group
– Agent Threshold Profiles page appears.
2) Click Edit on the row of the profile to edit. The Group – Agent Threshold Profile
Modify page appears.
To delete the profile, click Delete. The previous page appears.
3) Modify profile information as required. For information about the settings that can be
configured for a profile, see section 6.2.2.2 Add Agent Threshold Profile.
4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays
the previous page. To exit without changing, click Cancel or select another page.
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6.2.3 Agent Unavailable Codes (Call Center – Standard, Call Center – Premium, and
Route Point)
Agent unavailable codes can be used to better track agents’ unavailability. You may
require agents in your group who change their status to Unavailable to enter an
unavailability that explains the reason for their unavailability. You can also configure the
feature to automatically assign a predefined unavailable code to agents in specific
situations, such as receiving a personal call or activating the Do Not Disturb service.
Use the Group – Agent Unavailable Codes page to configure agent unavailable codes for
your group.
NOTE: If your group is part of an enterprise, your enterprise administrator configures agent
unavailable codes for all groups in the enterprise.
Use the following administrative procedures to manage the agent unavailable codes for
your group:
Configure Agent Unavailable Codes Settings
View, Activate, or Deactivate Agent Unavailable Codes
Add Agent Unavailable Code
Modify or Delete Agent Unavailable Code
Figure 323 Group – Agent Unavailable Codes (Call Center – Premium Service)
Enable Agent Check or uncheck this option to enable or disable agent unavailable
Unavailable Codes codes. When disabled, agent unavailable codes received from any
client or device are ignored and no error is generated.
Default Code on Do Select a code from the drop-down list. When this code is configured,
Not Disturb activation it is automatically assigned to agents when their ACD state changes
to “Unavailable” on activation of the Do Not Disturb service. If no
code is configured and Force use of Agent Unavailable Codes is
enabled, the generic default code set on this page is used.
Default Code on Select a code from the drop-down list. When this code is configured,
personal calls it is automatically assigned to agents when they make or receive
(Premium call centers personal calls. If no code is specified and Force use of Agent
and route points) Unavailable Codes is enabled, the generic default code set on this
page is used.
Default Code on Select a code from the drop-down list. When this code is configured,
consecutive bounces it is automatically assigned to agents when a configurable number of
consecutive calls delivered to them bounce. If no code is specified
and Force use of Agent Unavailable Codes is enabled, the generic
default code (set on this page) is used.
Default code on not Select a code from the drop-down list. When this code is configured,
reachable it is automatically assigned to agents when they become
unreachable. If no code is specified and Force use of Agent
Unavailable Codes is enabled, the generic default code (set on this
page) is used.
Force use of Agent Check this option to force the use of agent unavailable codes; then
Unavailable Codes select a default code. A default code must be specified if Force use
with Default Code of Agent Unavailable Codes is checked. When this option is
enabled, this generic agent unavailable code is used when a code is
required but no code or an invalid code is provided.
3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays
the previous page.
To exit without changing, click Cancel or select another page.
1) On the Group – Call Center menu page, click Agent Unavailable Codes. The Group
– Agent Unavailable Codes page appears.
2) To activate a code, check the Active box in the row for the code. To deactivate the
code, deselect the box.
3) To save your changes click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Call Center menu page, click Agent Unavailable Codes. The Group
– Agent Unavailable Codes page appears.
2) Click Add. The Group – Agent Unavailable Codes Add page appears.
3) Enter the code name and description. The name must be unique in your group and
can be from one through ten characters.
4) To activate the code, check Active.
5) Click OK. OK saves your changes and displays the previous page.
To exit without changing, click Cancel or select another page.
6.2.4 Call Disposition Codes (Call Center – Premium and Route Point)
Disposition codes are additional attributes that can be applied to inbound and outbound
calls to tag calls with comments, results, and so on. More than one disposition code can
be assigned to a call.
Disposition codes can be defined at the group level, in which case they apply to all route
points and Premium call centers in the group, or at the call center or route point level, in
which case they apply only to the call center or route point where they are defined.
Use the Group – Call Disposition Codes page to configure group-level disposition codes.
Use the following administrative procedures to configure the group-level disposition codes:
View, Activate, or Deactivate Group-level Disposition Codes
Add Group-level Disposition Code
Modify or Delete Disposition Code
View Call Disposition Code Usage
1) On the Group – Call Center menu page, click Disposition Codes. The Group – Call
Disposition Codes page appears.
2) Click Add. The Group – Call Disposition Codes Add page appears.
3) To make the code active, check the Active box.
4) Enter the code. The code has to be unique in your group and can be from 1 through
10 characters.
5) Enter the description of the code.
6) Click OK. OK saves your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Call Center menu page, click Disposition Codes. The Group – Call
Disposition Codes page appears.
2) Click Edit in the row for the disposition code you want to modify or delete. The Group
– Call Disposition Codes Modify page appears.
3) To delete the code, click Delete. The code is deleted and the previous page appears.
4) To modify the code, change information as required. For information about the
parameters on this page, see section 6.2.4.2 Add Group-level Disposition Code.
5) Click OK. OK saves your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Call Center menu page, click Disposition Codes. The Group – Call
Disposition Codes page appears.
2) Click Edit in the row for the disposition code you want to view. The Group – Call
Disposition Codes Modify page appears.
3) Click the Usage tab. The page displays the usage of the selected disposition code.
4) Click OK.
1) On the Group – Call Center menu page, click Routing Priority Settings. The Group
– Routing Priority Settings page appears.
2) Select the routing policy to apply when routing Call Center calls to agents from the
following:
− Longest Wait Time to first answer calls that have been waiting the longest
− Priority Order to answer all the calls in a higher priority queue before answering
any call in a lower priority queue
3) Place the call centers in order of priority. For each call center, enter its priority in the
Priority text box, where 1 is the highest priority, 2 is the second highest priority, and so
on. You can enter any whole or decimal number.
When you apply the changes, the call centers are renumbered from 1 to n, in the
relative order assigned by you and reordered accordingly. For example, if there are
two call centers: A and B, and you assign priority 7 to call center A and priority 3.5 to
call center B, the call center B will be listed first with priority 1 and the call center A will
be listed second with priority 2.
4) Click Apply or OK. Apply saves your changes. OK saves your changes and displays
the previous page.
To exit without saving, select another page or click Cancel to display the previous
page.
NOTE: If call center priorities have become non-contiguous even though you did not renumber
them, for example, when a call center is deleted, clicking Apply or OK on this page will assign
contiguous priorities to the call centers, while preserving their order of priority.
NOTE: If your group is part of an enterprise, your enterprise administrator configures these
settings.
Links to the following pages from the Call Center menu page are included in this section:
External Reporting Settings
Report Branding
Report Templates
Scheduled Reports
1) On the Group – Call Center menu page, click External Reporting Settings. The
Group – Call Center External Reporting Settings page appears.
2) For External Reporting select one of the following options:
− Select Enhanced to store reporting data in a centralized database and enable
Call Center reporting.
− Select Off to disable Call Center reporting and collect statistics on the local server.
3) Save your changes. Click Apply or OK. Apply saves your changes. OK saves your
changes and displays the previous page. To exit without saving, click Cancel to
display the previous page.
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6.3.2 Report Branding
Use this menu item on the Group – Call Center menu page to personalize report branding
for your group. You can customize the header and footer of the reports.
To use custom branding, define a custom branding file and store it in a location you can
access while performing the procedure in this section.
The branding template is an XSL-FO document that defines the contents of headers and
footers through the use of specific XML tags. The XSL-FO file can be created using the
Oracle Business Intelligence Publisher Add-in for Microsoft Word in the same way that the
style templates are created. The same header and footer must be defined for all pages of
the report. For more information, see the BroadWorks Call Center Reports Customization
Guide and BroadWorks Call Center Solution Guide.
1) On the Group – Call Center menu page, click Report Branding. The Group – Report
Branding page appears.
2) To use system-level branding, check System. Or to define custom branding for your
group, check Custom and click Browse to find and upload a custom branding file.
3) Click Apply or OK. Apply saves your changes. OK saves your changes and displays
the previous page.
To exit without saving, click Cancel to display the previous page.
1) On the Group – Call Center menu page, click Report Templates. The Group –
Report Templates page appears listing group-level templates. The template type
specifies whether the template is used to generate agent or call center reports.
2) Click OK to return to the previous page.
1) On the Group – Call Center menu page, click Report Templates. The Group –
Report Templates page appears.
2) Click Add. The Group – Report Template Add page appears.
3) Provide a name and description for the template (up to 80 characters each).
4) From the Data Template drop-down list, select the data template to use for this report
template.
NOTE: Once the template is created, the data template selection cannot be modified.
5) Upload the style template. Click the Browse button to the right of Style Template and
then select the style template to upload.
NOTE: Currently, all filters require only zero or one value to be provided. Values “2” through “4”
are designed to allow future changes.
10) Specify which optional parameters to include in the report. In the Input Parameters
section, do the following for each optional parameter:
− Check Required to include the parameter in the report. When a parameter is set
to Required, a value must be supplied when generating a report.
− Check Hidden to ignore the parameter.
11) Click OK. OK saves your changes and displays the previous page.
To exit without saving, click Cancel or select another page.
1) On the Group – Call Center menu page, click Report Templates. The Group –
Report Templates page appears.
2) Click Edit in the row for the template you want to modify or delete. The Group –
Report Template Modify page appears.
3) Modify information as required. See section 6.3.3.2 Add Report Template for
information about the options available on this page.
4) Click OK or Apply. Apply saves your changes. OK saves your changes and displays
the previous page.
5) To exit without saving, click Cancel to display the previous page.
1) On the Group – Call Center menu page, click Report Templates. The Group –
Report Templates page appears.
2) Click Edit in the row for the template for which you want to view usage. The Group –
Report Template Modify page appears.
3) Click the Usage tab. A list of reports scheduled using this template appears.
4) To access a specific report, click Edit in the row for the report.
5) Click OK to return to the previous page.
1) On the Group – Call Center menu page, click Scheduled Reports. The Group –
Scheduled Reports page appears, listing active reports.
2) To view the completed reports, click the Completed tab.
3) Click OK to return to the previous page.
− Weekly and specify the start date, the time to generate the report, the frequency
of occurrence in weeks (from 1 through 999), and the day or days of the week on
which the report should run.
− Monthly and specify the start date, the time to run the report, the frequency of
occurrence in months (from 1 through 999), and the day and the day for the
recurrence of the report from the following options:
− To schedule the report on a specific day of the month, for example the 27th,
check Day <X> of the month and enter the day from 1 through 31. If you
select 29, 30, or 31, the occurrence will fall on the last day of the month for
months that are shorter than 29, 30, or 31 days respectively.
− To schedule the report on a specific day of the week within the month, for
example the second Monday of the month, check The <Xth> <Day-of-Week>
of the month, and select Xth and Day-of-Week from the drop-down lists.
6) Specify when the report should run. In the Report Time section, provide the following
information:
− From the Time Zone drop-down list, select a time zone.
− For a non-recurrent report, specify the actual date and time to generate the report.
− For a recurrent report, specify when the report should be generated for the first
time. The subsequent times are determined by the recurrence pattern and range.
7) For recurring reports, specify when the report generation should end. In the
Recurrence Range section, select one of the following options:
− Never to run the report continuously.
− After <X> occurrences to end the report generation after X occurrences and
enter the number of occurrences from 1 through 999.
− Date to end the report generation on a specific date and enter a date in the
MM/DD/YYYY format.
Report Details
8) For a call center report, specify whether the report data should be grouped by call
center or by DNIS.
9) Select the sampling period. The sampling period is only applicable to interval-based
report templates. It can be one of the following: every quarter hour, every half hour,
hourly, daily, weekly, or monthly.
10) Select the report time zone from the drop-down list.
NOTE: If you check this box you cannot select agents/call centers individually.
NOTE: An explicit list of agents/call centers cannot have more than 100 elements.
− To exclude some agents/call centers from the report, select the agents to remove
in the Selected Agents/Call Centers for the report column and click Remove. Or
to remove all selected agents, click Remove All.
NOTE: Agents deleted from a call center can be included in the report. They are identified by a
“*” next to their name.
Performance Parameters:
16) Enter or select a value/option for each required performance parameter.
The number and type of parameters depends on the selected report template. Some
reports do not have any performance parameters.
Destinations for Report Generation:
17) In the E-Mail Address text box, enter the email address to send the report to. The
email address must be from 3 through 80 characters in user@domain format. It can
contain only one @ symbol, letters, digits, and the following characters: !, #, $, %, &,
*, +, -, /, =, _, {,}, |, ~, `, ., ?, ^, or single quotes.
1) On the Group – Call Centers page, click Scheduled Reports. The Group –
Scheduled Reports page appears.
2) Click Edit in the row for the report to modify. The Group – Scheduled Report Modify
page appears.
3) To delete a scheduled report, click Delete. The report is deleted and the previous
page appears.
The Meet-Me Conferencing service allows you to create conference bridges and
designate conference hosts who can then create and manage conferences.
This chapter contains sections that correspond to items on the Group – Meet-Me
Conferencing menu page.
Calling Line ID 1 through 30 characters. Cannot The last name to use for the
Last Name contain % and + symbols, calling line identity.
backslashes, double quotes, or
extended ASCII characters.
Calling Line ID 1 through 30 characters. Cannot The first name to use for the
First Name contain % and + symbols, calling line identity.
backslashes, double quotes, or
extended ASCII characters.
Calling Line ID 1 through 20 digits (3 through 22 The phone number to use for the
Phone Number digits including the leading + sign in calling line identity.
E.164 format). Spaces and dashes NOTE 1: This input box only
are allowed and do not count toward appears when the CLID policy in
the length of the phone number. effect for the virtual subscriber is
to use a configurable CLID.
NOTE 2: Upon saving, the CLID
phone number is stored either as
entered or after being normalized
to E.164 format. The format is
decided by the system
administrator and specified below
the text box.
Department The drop-down list displays all The department that owns the
departments in your group, and if bridge. Assigning a conference
your group is part of an enterprise, all bridge to a department allows
departments created at the enterprise department administrators to
level by your enterprise administrator. modify the bridge.
Time Zone The drop-down box lists time zones The time zone of the bridge.
from which to choose.
Network Class of The drop-down box lists network The network class of service to
Service classes of service assigned to your assign to this conference bridge,
group. which determines how outgoing
and transferred calls are
processed.
Network classes of service are
defined by the system
administrator. You can use the
classes assigned to your group.
Operator Phone A phone number can be from 2 The phone number or SIP-URI
Number / SIP-URI through 30 digits (3 through 22 digits where calls to the operator during
including the leading plus sign in a conference are transferred.
E.164 format). Spaces and dashes
are allowed but are not included in
the number.
A SIP-URI must be in the
user@domain format. The user part
can be from 1 through 80 characters
and can contain a leading +, letters,
digits, and the following characters: !,
~, *, (, ), dash, underscore, period, or
single quotes. The domain part can
be either a domain name or an IP
address.
Maximum Ports Not applicable. This is a read-only A read-only field that specifies the
Available For This field. maximum number of ports that
Bridge can be allocated to this bridge.
Allocated Ports 2 through Maximum Ports Available The number or ports available on
To This Bridge For This Bridge. this bridge. It cannot exceed the
Maximum Ports Available For
This Bridge.
Allow Individual This is a check box. Checking this option allows out-
Outdial dialing to individual participants
for conferences defined on this
bridge.
1) On the Meet-Me Conference Bridge – Profile menu page, click Profile. The Meet-Me
Conference Bridge – Meet-Me Conference Bridge Profile page appears.
2) To delete the bridge, click Delete. The previous page appears.
The Loudspeaker Paging service enables group members to access an intercom paging
system by dialing a group extension. The paging system is configured in BroadWorks as
a user and connected to the access gateway using a standard analog interface. A user
who wants to access the paging loudspeaker dials the paging system extension number
and is connected to the paging loudspeaker system. By assigning the Selective Call
Acceptance service to the paging system user, BroadWorks allows only assigned users
access to the paging system. Users allowed to access the paging system are added to
the Selective Call Acceptance list of the paging system.
The access gateway is set up with one port reserved for the paging system and the others
assigned to the users. The paging system consists of a telephone access module, a
paging amplifier, and the loudspeaker system. The telephone access module is the
interface component from the telephone system to the paging system. The telephone
paging amplifier amplifies the signal delivered to the loudspeaker system. Paging system
equipment is available from Bogen Communications, Inc. Following is a list of the
equipment:
Telephone Access Module Model (TAM-B)
Telephone Paging Amplifier (TPU-35B, TPU-60B, or TPU-100B)
NOTE: For Selective Call Acceptance, type the description and select the days and times that
the calling criteria are valid. In the Specific phone numbers boxes, add the national phone
number of the users allowed to access the paging system.
5) Configure Incoming Calling Plan for paging user to accept calls only from within the
group. For more information, see section 4.6.2 Configure Incoming Calling Plan.
6) Configure the Outgoing Calling Plan so that calls cannot originate from the paging
phone number (no checked call type check boxes). For more information, see section
4.6.3 Configure Outgoing Calling Plan.
This section lists the acronyms and abbreviations found in BroadWorks documents, web
interfaces, and online help. The acronyms and abbreviations are listed in alphabetical
order along with their meanings.
FMFM Find-me/Follow-me
fmtp fmtp is defined in RFC 4566 and updates the initial definition in
RFC 2327. It is never expanded as it is part of the protocol
rather than an acronym. It is registered with IANA as fmtp.
FP Fixpack
Fps or FPS Frames per Second
FPU Floating Point Unit
FQDN Fully Qualified Domain Name
FR Failure Rate
FR Frame Relay
FR Feature Request
FRA Flash Recover Area
FS Functional Specification
FSK Frequency Shift Keying
FTP File Transfer Protocol
FTTH Fiber to the home
FX Firefox
FXO Foreign eXchange Office
FXS Foreign eXchange Subscriber
GA Group Administrator
GA Generally Available
GAL Exchange Global Address List
GAN GETS-AN
GB Gigabyte
GbE Gigabit Ethernet
GC Garbage Collection
GC Group Call
GCI Global Cell Identification