sipXecs Tutorial

---

  Creating an account for VOP

To install Voice Operator Panel (VOP) with sipXecs you need to create a user account that VOP will use to register to the sipXecs server.

This account will also be used to receive incoming calls, monitor other phones and transfer incoming calls to them.

This account must be dedicated to VOP and not shared with another phone even when VOP is tethered to a hardphone.

This account must be configured to receive all the incoming calls destined to your company. If a tethered hardphone is used its purpose is only to be called by VOP to talk/listen to calls received/placed by VOP. Please read "How does VOP behave when tethered to a hard phone ?" in our FAQ before using a hard phone.

VOP can only manage and transfer its own incoming/outgoing calls.

However, VOP can also pick-up a ringing (and sometimes established) call on a monitored phone then transfer it to another phone, but this behavior is highly dependent on the remote phones configuration/manufacturer and shall not be the regular way to handle calls.

Log to the sipXecs admin web interface and select: Users > Users > Add New User.

Enter a user ID, a PIN and a SIP password, then click on "OK".

For this tutorial we will use the user ID "901" and the SIP password "secret".

Now you need to configure the list of the sipXecs users/phones that VOP will monitor (presence list).

Click on the user you just created in the users list to edit it and select "Speed Dial".

If "Use Group Speed Dials" is checked, uncheck it, this will make the "Add Number" option appear just above.

Now for each user/phone you want to add the presence list:

. Click on "Add Number".
. Enter his name. (if possible using the syntax "Name, First-Name").
. Enter his number. (it is the user ID. If the user ID is non-numerical you need to enter his address instead: userid@domain).
. Check "Subscribe to presence".
. Click on "Apply".

  Configuring the account in VOP

The VOP user account at sipXecs is now configured, you can now start VOP and configure it through the wizard:

"Enter your display:" - Enter the name (caller ID) of the application. ("VOP" for example)
"Enter your user name:" - Enter the user ID of the sipXecs account. ("901" in our tutorial)
"Enter your SIP server host name or address:" - Enter the host/domain name of your sipXecs server.
"Enter your SIP server port:" - Leave it to zero.
"Enter your SIP server user name:" - Leave it blank.
"Enter your SIP server password:" - Enter the password of the sipXecs account. ("secret" in our tutorial)
"Enter your voicemail phone number:" - Enter the phone number to dial to reach the voicemail of the VOP account. (it is by default "101" for sipXecs)

Finish the wizard by entering other information not related to sipXecs.

VOP will start and register to your sipXecs server.

There are additional settings that you need to enter in VOP through the Settings window:

. Enter the presence resource list "~~rl~C~901" in: Settings > Account > Presence resource list. ("901" is the user ID we selected in our tutorial, replace it with the one you selected)
. If you are using DNS SRV to resolve the sipXecs server host/domain, check: Settings > Account > Use DNS SRV to get SIP server address/port.

Click on Save and restart VOP.

  Populating the directory

You will now need to build the Local directory of VOP with the users at your sipXecs server.

There are several solutions to do it:

1. You can manually add every user.
2. You can import a phonebook containing all your users at sipXecs.
3. You can have VOP automatically add the users your entered in the speed dial list.

First you will need to remove the dummy/example user "Doe, John" by right-clicking on him and selecting: User > Remove.

If you select (1) : For each user you want to add you need to right-click in the Local directory and select: User > Add.

If you select (2) : You need to select the phonebook through your web interface at your sipXecs server (in Features > Phonebooks), then click on "Download phonebook as vCard", then import this file by right-clicking in the Local directory and selecting: User > Import.

If you select (3) : You need to check the option: Settings > Account > Populate local directory from presence resource list, click on Save and restart.

If you select (2) or (3) you can still add/modify/complete users afterwards.

We advise you to use (2) because you will get the most information already entered on your users. (Company, Department, Title, Phone, Mobile, Home, E-mail)

Once done, restart VOP one last time.

You should now see all your users in the Local directory with a green background that will change to show their phone status (Green: available, Yellow: ringing, Orange: busy) and you will be able to see every calls on their phone (call direction/state, caller/ee name), you will also be able to intercept/steal any call by right-clicking on the user and selecting: Intercept.

  Done

You have now fully configured VOP for your sipXecs server.

If you have any problem press Alt-D to show the debug window of VOP, you should be able to read the problem from there.

If not, please contact us we will gladly help you.

  XMPP

We also created a Tutorial to let you configure XMPP with VOP and sipXecs.

You can read it by clicking here.

  Discovering VOP

To learn how to use VOP please watch our Videos.

To learn more about VOP please also read our F.A.Q

You will learn how to set up many features such as: Hardphone tethering, Outlook, LDAP, CRM, Multi-tenancy, Provisioning and more...