SIP Trunk CommPortal AdminBackgroundThe purpose of this recipe is to outline the steps to configure the SIP PBX in Metaview to have BG Admin Functions for: Call Reports Emergency Call Notifications Account CodesCFS features such as: Call Forwarding for Main PBX Number as well as individual DIDs Selective Call Rejection Short CodesUse CaseBelow are some potential use cases for this feature: When there is a PBX failure, rerouting critical inbound calls must be performed at the carrier level. This featuregives telecom administrators the ability to do so in real-time, without having to call into the Network OperationsCenter to reroute and reset routing. Reliable communication across assigned organization representatives is critical when handling emergencysituations. Having this capability at the redundant carrier level, ensures that notifications will be delivered. Some older PBXs still in service do not have the capability to generate basic call reports for analysis and bettermanagement of their telecommunication services.With this recipe, you will be able to configure the PBX Object to accomplish this by associating the SIP PBX with thefeatures of the Business Group.Limitations and Considerations Partner will need to create a Business Group to associate with the SIP PBX. Naming should follow standardnaming guidelines for Business Groups to include ‘ Partner Code – Customer Name ’Partner will need to order an IRN for Business Group administration access.This is a billable feature using USOC – WCPBGAThis instruction is assuming the SIP Trunks and PBX Group are already configured.

Configuration Steps First step is to create the Business Group the SIP PBX group will be associate with. You will use your standardpractice using the Templates provided to you.o Select ‘New Business Group’ from the drop-down at the top of the screen in Metaview Web.oNext, select your Business Group TemplateooGive your Business Group a name.Click on the ‘Add’ button at the bottom right of the screen to create the Business Group.Next, you will assign your Internal Routing Number you had ordered in RPP with the appropriate USOC for theBusiness Group admin portal access.o Assign your Internal Routing number in the ‘Number Blocks’ tab by clicking on ‘Add Number Block’. Fillin the appropriate fields with the Block Size, First Phone Number, and CFS Subscriber Group. Then Click‘Add and Close’ at the bottom.

ooGo to the ‘Lines’ tab in the Business Group and click on ‘Add Line’ at the bottom right of the screen.Apply your ‘Subscriber Virtual’ Template from the ‘Apply template’ drop-down list.oModify the following fields after selecting the template Phone Number (this will be the IRN you put in the Number Blocks) Name (Give this subscriber a name that is appropriate) Business Group Administration – Account type Set to ‘Administrator’Lastly, click ‘Add and Close’ at the bottom right of the screen.o Next, you will associate the SIP PBX object in Metaview with the associated Business Group. If the SIP PBX objectis currently not open, search for your PBX Group using the search bar at the top right of the screen.Note: The Next steps will be service affecting so you will want to make sure you do this in an appropriate timethat will not impact the customer’s inbound or outbound callso Click the ‘Disable CFS line’ button at the bottom of the screen for the PBX Group you will be associatingto the Business Group for the reporting.oFill in the field for the Business Group under the Configuration tab with the name of the BG you had justcreated.

oClick the arrow to copy the CFS Business Group setting to the EAS Business Group.oNext, click ‘Apply’, then click ‘Enable CFS line’ to finish this task. This will bring the PBX object back inservice so the customer can resume inbound and outbound calls.oYou will then need to remove the ‘External Line Code’ on the PBX Object under the ‘Business Group’settings

Return to your Business Group object in Metaview Web. If you have that business group open in a tab already,you will need to refresh the ‘Lines’ tab by clicking on the ‘Refresh’ button at the bottom. You should then seeyour PBX number in the Lines tab as one of the subscribers.Business Group Reporting (Call Analytics)You can now open the BG admin portal by clicking the green arrow to the right of the subscriber assigned the‘Administrator’ rights then clicking on the ‘Open in CommPortal as Administrator’. Then, browse to the ‘Call Analytics’for Reports and downloading the Call Logs going forward.

Emergency Call NotificationsWithin Metaview Web, navigate to the Settings Service section. Select the ‘Outgoing Call Notifications’ on the right ofthe screen and check the box next to ‘Subscribed’. Click ‘Apply’ at the bottom of the window. This will subscribe to theservice.

You can now open the BG admin portal by clicking the green arrow to the right of the subscriber assigned the‘Administrator’ rights then clicking on the ‘Open in CommPortal as Administrator’. Then, browse to the ‘Misc. Settings’and click on the ‘Call Notifications’ tab.Click the ‘Add New’ button, a window will pop up where you can select the BG under the ‘Department’ drop-down andadd in your notification for email or outdial.

When done filling in the Name/Email Address under the email tab, or the Name/Telephone Number under the ‘Outdial’tab, click the save button. Your Emergency Call Notifications have now been saved and ready to test. You can test bydialing the Address Verification Service number – 933.Account codesAccount codes can also be set up on the Business group within the admin portal by enabling the service in Metaview andconfiguring the Mandatory Account codes for the Business Group. This will require information from the customerwhether they would like to use ‘validated’ or ‘non-validated’ account codes. Administrators can edit/modify settings inthe BG Admin portal.Validate – This means these are static codes to force callers through the PBX via the Business Group to enter in a code tomake a certain type of call.Non-Validate – This will allow the caller to select any code of the proper length to make certain types of call s. The codeis recorded in the billing data but is not validated.Navigate to the Mandatory Account Codes through the BG in Metaview under Settings Services. Then, check the boxnext to the ‘Subscribed’ object.

Next, configure the service to meet the customer’s needs. Select what type of codes with the ‘Default Variant’. Selectwhat types of calls to use the Account Codes for. If ‘Validated’, you will be able to add the codes at the bottom of thesettings.When finished, click the ‘Apply’ button on the bottom-right of the screen.

CFS features for Call Forwarding and Selective Call RejectionNavigate to the main PBX number within the Business Group and navigate to the ‘Services’ tab of that subscriber. This iswhere you can subscribe to these services for the PBX Object. Call Forwarding (Unconditional) – This is better known as an ‘immediate’ call forwarding. When this is enabled,all calls to this number will forward to the destination configured.Call Forwarding (Unavailable) – This will activate when the Metaswitch sees all configured SIP bindings for thisPBX Object unavailable to take calls (meaning SIP Trunk is ‘down’).Selective Call Rejection – This will allow you to configure telephone numbers for which the PBX Object willreject callers. This feature is ONLY available for the main PBX number and applies to the entire PBX, notindividual DID’s.Unconditional Call Forwarding – you can ‘Use the values as defaults on DID Numbers’ if you want the destinationnumber to be the same across all the DIDs, otherwise you will want to uncheck this box.

Unavailable Call Forwarding – when setting the Unavailable Call forwarding, this will (default) carry over to all the DIDswithin the PBX group. If you would like to change any of the individual DIDs, you will need to do that on a per DID basisthrough either through Metaview, or the customer can change these values through the BG admin portal.Selective Call Rejection – Enable the feature in Metaview, the you can list numbers to be rejected when calling into thePBX number. This feature has a limitation of 100 numbers.Business Group Admin Portal Access – This is where the end customer can access the admin portal to make changes tothese CFS features for the PBX Object. They would log into the BG admin portal, then navigate to ‘Users’, then select the‘View Individual Settings’.

There will be a CommPortal window that opens. You can choose to ‘Open in New Window’ if you would like or you canmake modifications from this screen by selecting the ‘Go to Call Manager’, then click on ‘Forwarding’ to reveal theforwarding settings for the PBX number or the ‘Screening’ tab to modify the settings for the Selective Call Rejection.To modify settings for a specific DID, you can click on the ‘Home’ at the top left, then click on ‘Direct Dialing’ at thebottom. Then, select the DID range from the drop-down and select ‘View Individual Settings’ from the Actions dropdown to open the DID specific CommPortal screen.Short CodesShort codes can either be set up by the service provider in Metaview Web or by the customer BG Admin through the BGAdmin portal.In Metaview – Navigate to the Business Group, then select the ‘Short Codes’ tab and click on the ‘Add’ or ‘Add Range’buttons on the bottom right.

In BG Admin CommPortal – Log in to the admin portal and navigate to the ‘Short Codes’ object bubble or on the left ofthe window.Next Click on the ‘Add’ or ‘Add Range’ buttons on the top right to enter in the short codes.

SIP Trunk CommPortal Admin Background The purpose of this recipe is to outline the steps to configure the SIP PBX in Metaview to have BG Admin Functions for: Call Reports Emergency Call Notifications Account Codes CFS features such as: Call Forwarding for Main PBX Num