QCM Installation Guide
Quadro Communications Manager (SW Version 4.1..x)
Document Revision History
QCM Installation Guide
Table of Contents
About This Installation Guide .............................................................. 4
Introducing the Quadro Communications Manager ............................. 5
System Requirements ......................................................................... 7
Installation.......................................................................................... 7
QCM Fast Configuration Wizard ........................................................... 8
Receptionist as a Local Extension of the Quadro .....................................9
Step 1.1: Local Extension Configuration on the Quadro ........................9
Step 1.2: IP Line Configuration on the Quadro..................................10
Step 1.3: QCM Configuration as a Quadro Local Extension..................11
Receptionist as a Remote Extension of the Quadro................................13
Step 2.1: Remote Extension Configuration on the Quadro ..................13
Step 2.2: IP Line Activation ...........................................................15
Step 2.3: QCM Configuration as a Quadro Remote Extension ..............16
Configuring Lines on the QCM ........................................................... 18
QCM Licensing ................................................................................... 19
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QCM Installation Guide
About This Installation Guide
This guide gives step-by-step instructions on the quick setup of the QCM. For more information on
the advanced configuration and use of the phone, please refer to its online Help.
The QCM Installation Guide is divided into the following chapters:
Introducing the Quadro Communications Manager gives the basic idea of the QCM and describes
its main features.
System Requirements outlines the minimum requirements for the QCM operation.
Installation explains how to install the QCM.
QCM Fast Configuration Wizard gives step-by-step instructions on configuring the QCM as a local
or remote extension of a Quadro.
Configuring Lines on the QCM explains line configuration on the QCM using the Advanced Settings.
QCM Licensing explains QCM license activation for an extension.
The screenshots shown in this guide were taken from the QCM SW Version 4.1.11 and from the
Quadro SW Version 4.1.33.
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QCM Installation Guide
Introducing the Quadro Communications Manager
Introducing the Quadro Communications Manager
The Quadro Communications Manager (QCM) is a PC-based software phone that can be configured
to work as a remote or local extension of a Quadro IP PBX, thus allowing the QCM user to make
full use of Quadro telephony services.
QCM as a receptionist phone
The graphical user interface of the QCM is specifically designed to integrate the Quadro’s
receptionist functionality - call queuing and extension status watching. These are advanced
telephony features particularly useful in office environments with an extensive flow of calls.
•
The Call queuing feature allows receiving multiple calls on an extension and placing them
in a queue if the extension is busy, i.e. in a call, dialing or on hold. Calls are queued up in
the order they have been received and answered on a first received first answered basis.
The next call in the queue will ring the phone as soon as the line is idle.
•
The Extension status watching allows the status of specified Quadro extensions to be
viewed: idle, ringing, busy or not-registered. This simplifies the call handling procedure in
a number of ways: when transferring a call to or setting up a conference call with a
watched extension, the receptionist can see the current state of the extension and based
on that state to decide whether or not to proceed.
Multiple lines support
The QCM supports up to eight lines. This enables the user to configure the QCM as an extension
on eight different Quadros.
Profiles
Once the QCM is configured, it stores its configuration in a profile. The user can have multiple
profiles and revert to any of them if they need a profile they have previously used.
Receiving voice mail notifications
The QCM automatically indicates the number of new and played voice messages in an extension’s
voice mailbox on its graphical user interface.
Using the Contacts folder of Microsoft Outlook
The QCM allows SIP calls to be made using the Contacts folder of Microsoft Outlook. This folder is
automatically mapped into the QCM’s Address book. The user can make a call to a contact by
clicking on an appropriate entry in the QCM’s Address Book.
Incoming call statistics
The QCM keeps a record of each incoming call enabling the user to view the details of those calls:
callers’ phone numbers, display names, the date and time the calls were received. With the help
of a filter, the user can sort out the incoming calls according to the time they were received.
Call recording
The user can record calls over the QCM directly to their computer’s hard drive to a specified
location.
Quadro Directory
All extensions on the Quadro to which the QCM is registered are automatically mapped into the
Quadro Directory window. Calls to those extensions can be made by a simple double-click on the
extension number.
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QCM Installation Guide
Introducing the Quadro Communications Manager
Quick Dialing
To accelerate the dialing of frequently used phone numbers or SIP URLs, the user can add a
number to the Quick Dialing list. To make a call to any of the numbers in this list, the user can
double-click on the appropriate entry in the Quick dialing window.
Call Auto Answer
Users employing the QCM in hands-free mode can configure it to pick up incoming calls
automatically. The incoming calls can be picked up immediately on receipt or after a specified
timeout.
Automatic Calling with a Hot Key
This feature allows the user to call a number selected from a computer application, for example,
web browsers, text editors, etc. The user specifies a hot key that is pressed to make a call to a
selected number over the QCM.
External Call Control
This feature allows the QCM to be used in conjunction with a hardware phone. Both the QCM and
a hardware phone are registered to the same extension enabling the user to dial numbers on the
QCM and use the hardware phone to talk with called parties.
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QCM Installation Guide
System Requirements and Installation
System Requirements
The following system specifications are the minimum required for the proper operation of the
QCM:
•
Windows 2000 or higher, including Windows XP and Windows Vista operating systems.
DirectX 9.0.x.
•
10 MB free space on hard drive.
•
50 MB RAM.
•
Headset or USB phone.
•
Internet connection.
•
Microsoft Outlook 2000 installed and properly configured (optional, required for using
Outlook’s Contacts folder in the QCM).
Installation
Before starting the installation of the QCM, ensure no previous versions are currently running.
To install the QCM, run the executable file “setup.exe” and follow the instructions of the Quadro
Communications Manager Setup wizard.
On the last page of the wizard, select the Launch Quadro Communications Manager checkbox to
launch the QCM immediately. Later you can launch the QCM by running its executable file
“QCM.exe” that is by default installed in the C:\Program Files\Epygi Technologies\QCM directory.
You may also launch the QCM by clicking on its shortcut in the Start-up menu (by default Epygi
Technologies\Quadro Communications Manager), or by double-clicking on its icon on the desktop,
or by clicking on its quick launch icon.
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QCM Installation Guide
QCM Fast Configuration Wizard
QCM Fast Configuration Wizard
Upon the first launch of the QCM, the Fast Configuration Wizard is executed. The wizard allows the
QCM to be configured with minimum effort required. If you cancel the wizard, the phone will be
configured with the default settings.
Before running through the wizard, understand which scenario you are configuring the QCM for.
There are two typical usage scenarios with the QCM. See Figure 1.
•
Receptionist as a Local Extension of the Quadro. This option configures the QCM to work as
a receptionist phone configured on a local extension of the Quadro. This option should be
selected if the QCM resides on the LAN of the Quadro.
•
Receptionist as a Remote Extension of the Quadro. This option configures the QCM to work
as a receptionist phone configured on a remote extension of the Quadro. This option
should be selected if the QCM connects to the Quadro remotely, via the Quadro’s WAN
interface.
Please note: It is strongly recommended that the QCM option on the Quadro IP PBX’s extension
should be configured first, prior to configuring the QCM.
Figure 1 Network diagram for the QCM as a local / remote extension
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Receptionist as a Local Extension of the Quadro
Receptionist as a Local Extension of the Quadro
To configure the QCM as a local extension of the Quadro, follow these steps:
1. Configure an extension to be assigned to a QCM line on the Quadro. Ensure that an IP
line is attached to it. See Step 1.1.
2. Configure the attached IP line. See Step 1.2.
3. Configure the line on the QCM using the Fast Configuration Wizard. See Step 1.3.
Please note: The wizard is basically used on the first launch of the QCM. It creates a
new profile (explained below) for the QCM with the first line configured on it. To add more
lines to the phone and configure them, use the phone’s Advanced Settings. See
Configuring Lines on the QCM.
Step 1.1: Local Extension Configuration on the Quadro
To configure an extension on the Quadro, follow these steps:
1. Log into the Quadro as the administrator
2. Select Extensions Management from the Users menu.
3. Select the extension to which the QCM line is to be registered and click Edit.
4. On the Extensions Management – Edit Entry page for the selected extension, click the
General Settings tab and ensure that an IP line is attached to the extension (see Figure
2).
5. Specify the other settings (SIP, Call Queue, etc.) as required for a regular extension
configuration. Note that the remote extension functionality should be disabled for the
extension as it is assumed that the QCM resides on the LAN of the Quadro. Please refer to
the Quadro online help for more information on an extension configuration.
6. Click Save.
Figure 2 Extensions Management – Edit Entry – General Settings page
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Receptionist as a Local Extension of the Quadro
Step 1.2: IP Line Configuration on the Quadro
To configure an IP line attached to an extension, follow these steps:
1. Select Line Settings from the Telephony menu.
2. On the Line Settings page, click on the IP Line Settings tab, then on the IP line link
that is attached to the extension.
3. On the IP Line Settings page for the selected IP line, specify the following settings (see
Figure 3):
3.1.
Select the SIP Phone radio button.
3.2.
From the Phone Model drop-down list, select QCM.
3.3.
In the Line Appearance text field, enter the combined total of calls on hold and a
call in progress to be allowed on the extension. Note that this number depends on
the SIP phone’s brand and model. For a QCM line it should not exceed two. Please
refer to the Quadro online help for more information on an IP line configuration.
4. Specify the Username and Password settings. These settings will be used on the QCM
line registration settings and will need to match exactly.
5. Select the Use Session Timer checkbox to enable the SIP session timer for the
corresponding IP line. This option allows user agents and proxies to determine if the SIP
session is still active.
6. Click Save.
Figure 3 IP Line Settings for IP Line 3
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Receptionist as a Local Extension of the Quadro
Step 1.3: QCM Configuration as a Quadro Local Extension
Once an extension is configured on the Quadro, you may continue the QCM setup with the Fast
Configuration Wizard.
PAGE 1 – APPLICATION USAGE SCENARIO
Select the Receptionist as a
local extension of the Quadro
checkbox and click on Next to
continue.
Figure 4 QCM fast configuration wizard: Application usage scenario page
PAGE 2 – LINE REGISTRATION SETTINGS
Specify the following settings and click on Next to continue:
• The User name and
Password are identification
parameters required for
registration to the Quadro.
Please note: These settings
must match the Username
and the Password specified
on the Quadro (the IP Line
Settings page of the IP line
attached to the corresponding
extension, see Step 1.2).
• The Register on Quadro text
fields require the IP address of
the Quadro’s LAN interface
and its SIP UDP port.
Figure 5 QCM fast configuration wizard: Line registration settings page
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QCM Installation Guide
Receptionist as a Local Extension of the Quadro
PAGE 3 – WATCHED EXTENSIONS
• Press Download from the
Quadro button. The
extensions and corresponding
display names will be
displayed in the window below
(see Figure 6).
• Select the extensions to be
watched and click on Next to
continue.
Please note: If you do not
wish to use the Extension
status watching feature on
your QCM, click Next to skip
this step. To disable the
feature completely, clear the
Enable extensions
watching checkbox on the
Watched extensions page
after completing the wizard.
Figure 6 QCM fast configuration wizard: Watched extensions page
PAGE 4 – ASSOCIATED PROFILE
After you complete the wizard, the QCM will create a configuration file (a profile) to keep the new
configuration of the phone. The Associated profile page is where you specify the settings for the
new profile. On this page:
• Enter a name to be associated
with your specified
configuration into the Profile
name text field. Note that the
profile name must be unique
within the existing profiles.
• Enter any useful information
to describe the profile into the
Profile description text filed
(optional).
• Select the Make profile
active checkbox to activate
the profile. The profile can
also be activated later using
the Profiles Manager.
Click on Finish to complete the
wizard.
Quadro Communications Manager (SW Version 4.1.x)
Figure 7 QCM fast configuration wizard: Associated profile page
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QCM Installation Guide
Configuring Lines on the QCM
Receptionist as a Remote Extension of the Quadro
To configure the QCM as a remote extension of the Quadro, follow these steps:
1. Configure the extension to be assigned to a QCM line. See Step 2.1.
1.1. Activate the remote extension functionality on the extension.
1.2. Ensure an IP or FXS line is attached to the extension.
2. In case of an IP line, ensure that the line is active. If it is not, activate the line. See Step 2.2.
3. Configure the line on the QCM using the Fast Configuration Wizard. See Step 2.3
Please note: The wizard is basically used on the first launch of the QCM. It creates a new
profile (explained below) for the QCM with the first line configured on it. To add more lines
to the phone and configure them, use the phone’s Advanced Settings. See Configuring Lines
on the QCM.
Step 2.1: Remote Extension Configuration on the Quadro
To configure an extension and activate the remote extension functionality on it, follow these
steps:
1. Log into the Quadro as the administrator.
2. Select Extensions Management from the Users menu.
3. Select the extension to which the QCM line is to be registered and click Edit.
4. On the Extensions Management – Edit Entry page for the selected extension, click the
General Settings tab. Ensure that a line (IP or FXS) is attached to the extension (see Figure
2).
5. Click the Remote Settings tab and specify the following settings:
5.1. Select the Enable checkbox to activate the remote extension functionality.
5.2. Specify the Username and Password settings. These settings will be used on the QCM
line registration settings and will need to match exactly.
5.3. Select the Enable RTP Proxy checkbox to route incoming and outgoing RTP streams
through the Quadro. If this checkbox is not selected, RTP packets will route directly
between peers.
5.4. Select the Fallback To Local Extension When Not Registered checkbox to receive
incoming calls on the remote QCM only if it is registered to the Quadro. If for some
reason the QCM fails to register to the Quadro, incoming calls will be routed to the phone
locally connected to the Quadro.
5.5. Select the Symmetric RTP checkbox if the QCM resides behind a symmetrical NAT.
For more information on a remote extension configuration, please refer to the Quadro
Remote Extension Configuration document posted at www.epygi.com under the
support section.
6. Specify the other settings (SIP, Call Queue, etc.) as required for a regular extension
configuration. Please refer to the Quadro online help for more information on an extension
configuration.
7. Click Save to submit the changes.
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Configuring Lines on the QCM
Figure 8 SIP Remote Extension Settings for extension 33
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Configuring Lines on the QCM
Step 2.2: IP Line Activation
This step is required only if an IP line (not FXS) is attached to the extension. To check whether the
attached IP line is active, follow these steps:
1. Select Line Settings from the Telephony menu.
2. On the Line Settings page, click on the IP Line Settings tab. If the Type parameter for
the corresponding IP line is set to anything but Inactive (see Figure 9), then the line is
already active and the following steps can be skipped.
To activate an IP line, follow these steps:
1. Click the IP line link attached to the configured extension (see Step 2.1).
2. On the IP Line Settings page for the selected IP line, specify the following settings (see
Figure 3):
2.1.
Select the SIP Phone radio button.
2.2.
From the Phone Model drop-down list, select QCM.
2.3.
Specify the Username and Password settings. The values for the settings in this
scenario can be arbitrary except that the username should be unique within the
existing usernames for remote extensions and IP lines.
3. Select the Use Session Timer checkbox to enable the SIP session timer for the
corresponding IP line. This option allows user agents and proxies to determine if the SIP
session is still active.
4. Click Save to submit the changes.
Figure 9 IP Line Settings page: IP Line 5 is inactive
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Configuring Lines on the QCM
Step 2.3: QCM Configuration as a Quadro Remote Extension
Once an extension is configured on the Quadro, you may continue the QCM setup with the Fast
Configuration Wizard.
PAGE 1 – APPLICATION USAGE SCENARIO
Select the Receptionist as
a remote extension of the
Quadro checkbox and click
on Next to continue.
Figure 10 QCM fast configuration wizard: Application usage scenario page
PAGE 2 – LINE REGISTRATION SETTINGS
Specify the following settings and
Click on Next to continue:
• The User name and the
Password are identification
parameters required for
registration on the Quadro.
Please Note: These settings
must match the Username
and the Password specified
on the Quadro (see Step 2.1).
• The Register on Quadro text
fields require the IP address of
the WAN interface of the
Quadro and its SIP UDP port.
Figure 11 QCM fast configuration wizard: Line registration settings page
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Configuring Lines on the QCM
PAGE 3 – WATCHED EXTENSIONS
• Press Download from the
Quadro button. The
extensions and corresponding
display names will be
displayed in the window
below.
• Select the extensions to be
watched (see Figure 12) and
click on Next to continue.
PAGE 4 – ASSOCIATED PROFILE
Figure 12 QCM fast configuration wizard: Watched extensions page
After you complete the wizard,
QCM will create a configuration
file (a profile) to keep the new
configuration of the phone. The
Associated profile page is where
you specify the settings for the
new profile. On this page:
• Enter a name to be associated
with your specified
configuration into the Profile
name text field. Note that the
profile name must be unique
within the existing profiles.
• Enter any useful information to
describe the profile into the
Profile description text filed
(optional).
Figure 13 QCM fast configuration wizard: Associated profile page
• Select the Make profile
active checkbox to activate the profile. The profile can also be activated later using the Profiles
Manager.
Click on Finish to complete the wizard.
Please note: Depending on the network setup, you may also need to configure the QCM’s NAT
traversal settings (Tools Æ Advanced settings Æ NAT).
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Configuring Lines on the QCM
Configuring Lines on the QCM
If the Fast Configuration Wizard was previously used, a profile was created with one line (Line 1)
enabled.
To set up additional lines on the QCM (the profile), follow these steps:
1.
Specify the desired number of lines on the General
page:
1.1.
Open the ToolsÆAdvanced
SettingsÆGeneral page.
1.2.
From the Lines Number drop-down list (see
Figure 14), select the desired number of
lines and click OK.
2. For each line configure an extension on the Quadro.
See Step 1.1 and Step 1.2 if the QCM is configured
as a local receptionist or Step 2.1 and Step 2.2 if
the QCM is configured as a remote receptionist.
3. Configure each line on ToolsÆAdvanced
SettingsÆLines page of the QCM.
Figure 14 Specifying the number of lines
3.1. Open ToolsÆAdvanced SettingsÆLines page (see Figure 15).
3.2. Select a line from the lines drop-down list.
3.3. Choose the Enable checkbox to be able to use the line after completing the
configuration. If the checkbox is not selected, the line will appear on the QCM’s GUI
grayed out (disabled) and no calls will be possible to make or accept on the line.
3.4. Specify the line registration settings: Username, Password, Quadro IP address and SIP
UDP port. For the description of these settings see Step 1.3, PAGE 2 if the QCM is
configured as a local receptionist or Step 2.3, PAGE 2 if the QCM is configured as a
remote receptionist.
3.5. Select the Auto Answer checkbox to configure the QCM to automatically go off-hook
when receiving a call
on the line. Note that
the AutoAnswer
timeout, the timeout
after which the QCM
will pick up an
incoming call, is set on
the General page. The
feature is useful if the
QCM is used in handsfree mode.
4. Click OK or Apply.
Figure 15 Configuring Lines on the QCM
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QCM Licensing
QCM Licensing
By default, each Quadro allows only one QCM (line) to be registered to it. This is because only one
free QCM license is included in a Quadro that can be used by a single extension at a time.
Please note: The free license does not allow the use of G.729 codec.
Once the free license is used by an extension, the subsequent QCMs (lines) can be registered to
the same Quadro only for a trial period of 45 days counted from the QCM installation day. After
this period expires, the QCM will require that the corresponding Quadro extensions use a license.
To allow more QCM (lines) to be used as extensions on a Quadro, an optional software feature key
should be purchased to expand the number of available licenses in multiples of 4 or 10 and enable
G.729 codec. To purchase a key, please contact your distributor. In your request, include the
Unique ID displayed on the Features page of the Quadro web management (see Figure 16).
Figure 16 The Features page on the Quadro
After receiving a software key, follow these steps to activate the feature. For more information on
Quadro feature keys and their activation, please refer to the Quadro online help.
1. Open the SystemÆFeatures page and click the Add button (see Figure 16).
2. Enter the key in the Feature Key text field and Click Save.
Once the key is inserted, the Features table will list the QCM upgrade and the number of QCM
licenses activated (see Figure 17).
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QCM Installation Guide
QCM Licensing
Figure 17 QCM support activated
Except for a free license that is used automatically by a first extension assigned to a QCM line,
other activated licenses should be bound to the corresponding extensions explicitly.
The following steps describe how to bind a license to an extension:
1. Select Extensions Management from the Users menu.
2. Select the extension to which the QCM line is registered and click Edit.
3. On the Extensions Management – Edit Entry page for the selected extension, click the
Licensing tab and select the Enable QCM (Quadro Communication Manager) license
checkbox. See Figure 18.
4. Click Save to submit the changes.
Figure 18 QCM License Settings for extension 14
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Quadro Communications Manager (SW Version 4.1.x)
QCM Licensing
21