Grandstream Networks UCM6104

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UCM6100 Series User Manual

Version 1.0.18.13

Figure 225: CRM User Settings

ZohoCRM

Configuration page of the ZohoCRM can be accessed via admin login, on the UCM webGUI→Value-added

Features→CRM.

Figure 226: ZohoCRM Basic Settings

1. Select “ZohoCRM” from the CRM System Dropdown in order to use ZohoCRM.

Main Page

Default Chapter4
- Table of Contents4
Document Purpose26
Change Log27
- Firmware Version 1.0.18.1327
- Firmware Version 1.0.18.1227
- Firmware Version 1.0.18.927
- Firmware Version 1.0.17.1627
- Firmware Version 1.0.16.2029
- Firmware Version 1.0.16.1829
- Firmware Version 1.0.15.1629
- Firmware Version 1.0.14.2430
- Firmware Version 1.0.14.2330
- Firmware Version 1.0.14.2130
- Firmware Version 1.0.13.1431
- Firmware Version 1.0.12.1931
- Firmware Version 1.0.11.2732
- Firmware Version 1.0.10.4433
- Firmware Version 1.0.10.3933
- Firmware Version 1.0.9.2634
- Firmware Version 1.0.9.2534
- Firmware Version 1.0.9.2334
- Firmware Version 1.0.8.1235
- Firmware Version 1.0.7.1136
- Firmware Version 1.0.6.1136
- Firmware Version 1.0.6.1036
- Firmware Version 1.0.5.1937
- Firmware Version 1.0.5.1437
- Firmware Version 1.0.4.737
- Firmware Version 1.0.3.1338
- Firmware Version 1.0.2.2138
- Firmware Version 1.0.1.2239
Welcome40
Product Overview41
- Technical Specifications41
- Table 1: Technical Specifications41
Installation44
- Equipment Packaging44
- Connect Your UCM610044
- Safety Compliances48
- Warranty48
Getting Started49
- Use the LCD Menu49
- Table 3: LCD Menu Options50
- Use the LED Indicators51
- Table 4: UCM6102/UCM6104 LED Indicators51
- Use the Web GUI52
- Make Your First Call56
System Settings57
- HTTP Server57
- Table 6: HTTP Server Settings57
- Network Settings58
- Openvpn74
- Table 13: UCM6100 System Settings→Openvpn74
- Figure 23: UCM6102 Port Forwarding Configuration74
- Figure 24: GXP2160 Web Access Using UCM6102 Port Forwarding74
- Figure 25: Openvpn Feature on the UCM610075
- DDNS Settings76
- Figure 26: Register Domain Name on Noip.com76
- Figure 27: UCM6100 DDNS Setting77
- Figure 28: Using Domain Name to Connect to UCM610077
- Security Settings78
- LDAP Server85
- Time Settings92
- Email Settings98
Provisioning104
- Overview104
- Configuration Architecture for End Point Device104
- Auto Provisioning Settings105
- Figure 55: Zero Config Configuration Architecture for End Point Device105
- Figure 56: UCM6100 Zero Config106
- Table 24: Auto Provision Settings107
- Figure 57: Auto Provision Settings107
- Discovery108
- Figure 58: Auto Discover109
- Figure 59: Discovered Devices109
- Uploading Devices List110
- Managing Discovered Devices110
- Figure 60: Device List - CSV File Sample110
- Figure 61: Managing Discovered Devices110
- Global Configuration111
  - Global Policy111
  - Table 25: Global Policy Parameters - Localization112
  - Figure 62: Global Policy Categories112
  - Table 26: Global Policy Parameters - Phone Settings113
  - Table 27: Global Policy Parameters - Contact List113
  - Table 28: Global Policy Parameters - Maintenance115
  - Table 29: Global Policy Parameters - Network Settings117
  - Table 30: Global Policy Parameters - Customization118
  - Table 31: Global Policy Parameters - Communication Settings119
  - Global Templates120
  - Table 32: Create New Template120
  - Figure 63: Edit Global Template121
- Model Configuration122
  - Model Templates122
  - Table 33: Create New Model Template122
  - Figure 64: Edit Model Template123
  - Model Update124
  - Figure 65: Template Management124
- Device Configuration125
  - Create New Device125
  - Figure 66: Upload Model Template Manually125
  - Manage Devices126
  - Figure 67: Create New Device126
  - Figure 68: Manage Devices126
  - Figure 69: Edit Device127
  - Figure 70: Edit Customize Device Settings129
  - Figure 71: Add P Value in Customize Device Settings130
  - Figure 72: Modify Selected Devices - same Model131
  - Figure 73: Modify Selected Devices - Different Models132
- Sample Application133
- Figure 74: Device List in Zero Config133
- Figure 75: Zero Config Sample - Global Policy134
- Figure 76: Zero Config Sample - Device Preview 1135
- Figure 77: Zero Config Sample - Device Preview 2136
- Figure 78: Zero Config Sample - Device Preview 3137
Extensions138
- Create New User138
  - Create New SIP Extension138
  - Figure 79: Create New Device138
  - Table 34: SIP Extension Configuration Parameters→Basic Settings139
  - Table 35: SIP Extension Configuration Parameters→Media140
  - Table 36: SIP Extension Configuration Parameters→Features142
  - Create New IAX Extension146
  - Table 37: SIP Extension Configuration Parameters→Specific Time146
  - Table 38: IAX Extension Configuration Parameters→Basic Settings146
  - Table 39: IAX Extension Configuration Parameters→Media147
  - Table 40: IAX Extension Configuration Parameters→Features148
  - Create New FXS Extension150
  - Table 41: IAX Extension Configuration Parameters→Specific Time150
  - Table 42: FXS Extension Configuration Parameters→Basic Settings150
  - Table 43: FXS Extension Configuration Parameters→Media152
  - Table 44: FXS Extension Configuration Parameters→Features153
- Batch Add Extensions155
  - Batch Add SIP Extensions155
  - Table 45: FXS Extension Configuration Parameters→Specific Time155
  - Table 46: Batch Add SIP Extension Parameters155
  - Batch Add IAX Extensions158
  - Table 47: Batch Add IAX Extension Parameters158
- Batch Extension Resetting Functionality161
- Search and Edit Extension161
- Figure 80: Manage Extensions161
- Export Extensions162
- Import Extensions162
- Figure 81: Export Extensions162
- Table 48: SIP Extensions Imported File Example163
- Figure 82: Import Extensions163
- Figure 83: Import File163
- Table 49: IAX Extensions Imported File Example166
- Table 50: FXS Extensions Imported File Example168
- Figure 84: Import Error169
- Extension Details170
- E-Mail Notification170
- Figure 85 : Extension Details170
- Figure 86: E-Mail Notification - Prompt Information171
- Figure 87: Account Registration Information and QR Code171
- Multiple Registrations Per Extension172
- Figure 88: LDAP Client Information and QR Code172
- Figure 89: Multiple Registrations Per Extension172
- SMS Message Support173
- Figure 90: Extension - Concurrent Registration173
- Figure 91: SMS Message Support173
Extension Groups174
- Configure Extension Groups174
- Figure 92: Edit Extension Group174
- Using Extension Groups175
- Figure 93: Select Extension Group in Outbound Route175
Analog Trunks176
- Analog Trunk Configuration176
- Table 51: Analog Trunk Configuration Parameters176
- PSTN Detection179
- Figure 94: UCM6100 FXO Tone Settings179
- Figure 95: UCM6100 PSTN Detection179
- Figure 96: UCM6100 PSTN Detection: Auto Detect180
- Figure 97: UCM6100 PSTN Detection: Semi-Auto Detect180
- Table 52: PSTN Detection for Analog Trunk181
Voip Trunks182
- Voip Trunk Configuration182
- Table 53: Create New SIP Trunk182
- Table 54: SIP Register Trunk Configuration Parameters183
- Table 55: SIP Peer Trunk Configuration Parameters187
- Table 56: Create New IAX Trunk190
- Table 57: IAX Register Trunk Configuration Parameters190
- Table 58: IAX Peer Trunk Configuration Parameters191
- Trunk Groups192
- Figure 98: Trunk Group193
- Figure 99: Trunk Group Configuration193
- Direct Outward Dialing (DOD)194
- Figure 100: DOD Extension Selection194
- Figure 101: Edit DOD195
Sla Station196
- Create/Edit SLA Station196
- Table 59: SLA Station Configuration Parameters196
- Figure 102: SLA Station196
- Sample Configuration197
- Figure 103: Enable SLA Mode for Analog Trunk197
- Figure 104: Analog Trunk with SLA Mode Enabled197
- Figure 105: SLA Example - SLA Station198
- Figure 106: SLA Example - MPK Configuration198
Call Routes199
- Outbound Routes199
- Inbound Routes207
Conference Room217
- Conference Room Configurations217
- Table 63: Conference Room Configuration Parameters217
- Join a Conference Call219
- Table 64: Conference Settings219
- Figure 126: Conference219
- Invite Other Parties to Join Conference220
- Figure 127: Conference Invitation from Web GUI220
- During the Conference221
- Table 65: Conference Caller IVR Menu221
- Conference Schedule Configuration222
- Table 66: Conference Schedule Parameters222
- Figure 128: Conference Schedule225
- Google Service Settings Support226
- Figure 129: Google Service Settings→Oauth2.0 Authentication226
- Figure 130: Google Service→New Project227
- Figure 131: Google Service→Create New Credential227
- Record Conference228
- Figure 132: Google Service→Oauth2.0 Login228
- Figure 133: Conference Recording229
Ivr230
- Configure IVR230
- Figure 134: Create New IVR230
- Table 67: IVR Configuration Parameters231
- Black/White List in IVR233
- Figure 135: Key Pressing Events233
- Figure 136: Black/White List234
- Create Custom Prompt235
- Figure 137: Click on Prompt to Create IVR Prompt235
Language Settings for Voice Prompt236
- Download and Install Voice Prompt Package236
- Figure 138: Language Settings for Voice Prompt236
- Figure 139: Voice Prompt Package List237
- Figure 140: New Voice Prompt Language Added237
- Customize Specific Prompt238
- Figure 141: Upload Single Voice Prompt for Entire Language Pack238
Voicemail239
- Configure Voicemail239
- Figure 142: Voicemail Settings239
- Table 68: Voicemail Settings240
- Access Voicemail241
- Table 69: Voicemail IVR Menu241
- Leaving Voicemail242
- Extension Voicemail Count243
- Voicemail Email Settings243
- Table 70: Voicemail Email Settings243
- Figure 143: Voicemail Count243
- Configure Voicemail Group244
- Figure 144: Voicemail Email Settings244
- Table 71: Voicemail Group Settings245
- Figure 145: Voicemail Group245
Ring Group246
- Configure Ring Group246
- Table 72: Ring Group Parameters246
- Figure 146: Ring Group246
- Figure 147: Ring Group Configuration248
- Remote Extension in Ring Group249
- Figure 148: Sync LDAP Server Option250
- Figure 149: Manually Sync LDAP Server251
- Figure 150: Ring Group Remote Extension251
Paging and Intercom Group252
- Configure Paging/Intercom Group252
- Figure 151: Paging/Intercom Group252
- Table 73: Paging/Intercom Group Configuration Parameters253
- Figure 152: Page/Intercom Group Settings253
- Configure a Scheduled Paging / Intercom254
- Table 74: Schedule Paging / Intercom Settings254
- Figure 153: Schedule Paging/Intercom Page254
- Figure 154: Creating a Scheduled Paging/Intercom Call255
Call Queue256
- Configure Call Queue256
- Table 75: Call Queue Configuration Parameters256
- Figure 155: Call Queue256
- Figure 156: Static Agents Limitation259
- Table 76: Static Agent Limitation260
- Figure 157: Agent Login Settings260
- Call Center Settings and Enhancements261
- Table 77: Call Center Parameters261
- Queue Statistics262
- Figure 158: Call Queue Statistics263
- Switchboard264
- Figure 159 : Automatic Download Settings - Queue Statistics264
- Figure 160 : Switchboard Summary264
- Table 78: Switchboard Parameters265
- Figure 161: Call Queue Switchboard265
Pickup Groups267
- Configure Pickup Groups267
- Configure Pickup Feature Code267
- Figure 162: Edit Pickup Group267
- Figure 163: Edit Pickup Feature Code268
Music on Hold269
- Figure 164: Music on Hold Default Class269
- Figure 165: Play Custom Prompt270
- Figure 166: Information Prompt270
- Figure 167: Record Custom Prompt271
Fax Server272
- Configure Fax/T.38272
- Table 79: FAX/T.38 Settings272
- Figure 168: Fax Settings272
- Receiving Fax274
- FAX Sending278
- Figure 176: Fax Sending in Web GUI278
- Figure 177: Fax Send Progress278
Busy Camp-On279
Presence280
- Figure 178: SIP Presence Configuration280
- Table 80: SIP Presence Status281
- Figure 179: SIP Presence Feature Code281
- Figure 180: Presence Status CDR282
Follow Me283
- Figure 181: Edit Follow Me283
- Table 81: Follow Me Settings284
- Table 82: Follow Me Options284
Speed Dial285
- Figure 182: Speed Dial Destinations285
- Figure 183: List of Speed Dial285
Disa286
- Figure 184: Create New DISA286
- Table 83: DISA Settings287
Emergency288
- Figure 185: Emergency Number Configuration288
- Table 84: Emergency Numbers Parameters289
- Figure 186: 911 Emergency Sample289
Callback290
- Table 85: Callback Configuration Parameters290
Blf and Event List291
- Blf291
- Event List291
- Table 86: Event List Settings291
- Figure 187: Create New Event List292
Dial by Name294
- Dial by Name Configuration294
- Figure 188: Create Dial by Name Group294
- Figure 189: Configure Extension First Name and Last Name295
- Figure 190: Dial by Name Group in IVR Key Pressing Events296
- Figure 191: Dial by Name Group in Inbound Rule296
- User Name Prompt Customization297
  - Upload User Name Prompt File from Web GUI297
  - Record User Name Via Voicemail Menu297
Active Calls and Monitor298
- Active Calls Status298
- Figure 192: Status→Pbx Status→Active Calls - Ringing298
- Figure 193: Status→Pbx Status→Active Calls - Call Established298
- Figure 194: Call Connection Less than Half Hour299
- Figure 195: Call Connection between Half an Hour and One Hour299
- Hang up Active Calls300
- Call Monitor300
- Figure 196: Call Connection more than One Hour300
- Figure 197: Configure to Monitor an Active Call300
Call Features302
- Feature Codes302
- Table 87: UCM6100 Feature Codes302
- Parking Lot307
- Figure 198: Enable/Disable Feature Codes307
- Figure 199 : Parking Lot307
- Table 88 : Parking Lot308
- Figure 200 : New Parking Lot308
- Call Park309
  - Park a Call309
  - Retrieve Parked Call309
  - Monitor Call Park CID Name Information (Gxp21Xx Phones Only)309
- Call Recording309
- Figure 201 : Monitored Call Park CID Name309
- Enable Spy310
- Figure 202: Download Recording File from CDR Page310
- Figure 203: Download Recording File from Recording Files Page310
- Shared Call Appearance (SCA)311
- Figure 204: Enabling SCA Option under Extension's Settings311
- Figure 205: SCA Number Configuration312
- Figure 206: SCA Private Number Configuration312
- Figure 207: SCA Options312
- Table 89: Add SCA Private Number313
- Table 90: Editing the SCA Number313
Pbx Settings315
- PBX Settings/General Settings315
- Table 91: Internal Options/General315
- PBX Settings/Rtp Settings317
- PBX Settings/Voice Prompt Customization318
- PBX Settings/Call Failure Tone Settings320
- PBX Settings/Jitter Buffer322
- Table 94: Internal Options/Jitter Buffer322
- Figure 212: General Call Failure Prompts322
- PBX Settings/Recordings Storage323
- Figure 213: Settings→Recordings Storage323
- Figure 214: Recordings Storage Prompt Information324
- Figure 215: Recording Storage Category324
- PBX Settings/Nas325
- Table 95: NAS Settings325
Sip Settings326
- SIP Settings/General326
- SIP Settings/Misc326
- Table 96: SIP Settings/General326
- Table 97: SIP Settings/Misc326
- SIP Settings/Session Timer327
- Table 98: SIP Settings/Session Timer327
- SIP Settings/Tcp and TLS328
- Table 99: SIP Settings/Tcp and TLS328
- SIP Settings/Nat329
- SIP Settings/Tos329
- Table 100: SIP Settings/Nat329
- Table 101: SIP Settings/Tos329
- Transparent Call-Info Header331
- Figure 216: Transparent Call-Info331
Iax Settings332
- IAX Settings/General332
- IAX Settings/Registration332
- Table 102: IAX Settings/General332
- Table 103: IAX Settings/Registration332
- IAX Settings/Security333
- Table 104: IAX Settings/Static Defense333
Interface Settings334
- Table 105: PBX Interface Settings334
- Figure 217: FXS Ports Signaling Preference334
- Figure 218: FXO Ports ACIM Settings334
- Figure 219: DAHDI Settings336
API Configuration337
- API Configuration Parameters337
- Table 106: API Configuration Parameters337
- Upload Voice Prompt Via API338
- Figure 220: Upload Prompt User Configuration339
Cti Server340
- Figure 221: CTI Server Listening Port340
Asterisk Manager Interface (Restricted Access)341
Crm Integration342
- Sugarcrm342
- Table 107: Sugarcrm Settings342
- Figure 222: Sugarcrm Basic Settings342
- Vtigercrm343
- Figure 223: CRM User Settings343
- Table 108: Vtigercrm Settings344
- Figure 224: Vtigercrm Basic Settings344
- Zohocrm345
- Figure 225: CRM User Settings345
- Figure 226: Zohocrm Basic Settings345
- Salesforce CRM346
- Table 109: Zohocrm Settings346
- Figure 227: CRM User Settings346
- Table 110: Salesforce Settings347
- Figure 228: Salesforce Basic Settings347
- Figure 229: Salesforce User Settings348
Pms Integration349
- Hmobile PMS Connector349
- Table 111: PMS Supported Features349
- Hsc Pms350
- Figure 230: UCM & PMS Interaction350
- Mitel PMS351
- Figure 231: UCM & HSC PMS Interaction351
- Figure 232: UCM & Mitel PMS Interaction351
- Connecting to PMS352
- PMS Features352
Wakeup Service358
- Wakeup Service Using Admin Login358
- Figure 242: Create New Wakeup Service358
- Table 116: Wakeup Service359
- Table 117: Max Wakeup Members359
- Wakeup Service from User Portal360
- Wakeup Service Using Feature Code360
Announcements Center361
- Figure 243: Announcements Center361
Status and Reporting365
- PBX Status365
- System Status369
- System Events372
- Cdr375
User Portal385
- Figure 271: Edit User Information by Super Admin385
Maintenance389
- User Management389
  - User Information389
  - Figure 274: User Management Page Display389
  - Figure 275: Create New User389
  - Custom Privilege390
  - Table 127: User Management→Create New User390
  - Figure 276: User Management - New Users390
  - Figure 277: Assign Bakcup Permoission to "Admin" Users391
  - Figure 278: General User392
  - Concurrent Multi-User Login393
  - Change Password393
  - Figure 279: Create New Custom Privilege393
  - Figure 280: Multiple User Operation Error Prompt393
  - Change Binding Email394
  - Figure 281 : Change Password394
  - Login Settings395
  - Table 128: Change Binding Email Option395
  - Figure 282: Change Binding Email395
- Operation Log396
- Figure 283: Login Timeout Settings396
- Table 129: Operation Log Column Header397
- Figure 284: Operation Logs397
- Upgrading398
  - Upgrading Via Network398
  - Figure 285: Operation Logs Filter398
  - Table 130: Network Upgrade Configuration399
  - Figure 286: Network Upgrade399
  - Upgrading Via Local Upload400
  - Figure 287: Local Upgrade400
  - Figure 288: Upgrading Firmware Files400
  - No Local Firmware Servers401
  - Figure 289: Reboot UCM6100401
- Backup402
  - Backup/Restore402
  - Figure 290: Create New Backup402
  - Figure 291: Restore Warning403
  - Figure 292: Backup / Restore403
  - Data Sync404
  - Figure 293: Local Backup404
  - Table 131: Data Sync Configuration405
  - Figure 294: Data Sync405
  - Restore Configuration from Backup File406
  - Figure 295: Restore UCM6100 from Backup File406
- System Cleanup/Reset407
  - Reset and Reboot407
  - Cleaner407
  - Figure 296: Reset and Reboot407
  - Table 132: Cleaner Configuration408
  - Figure 297: Cleaner408
  - USB/SD Card Files Cleanup409
- System Recovery410
- Table 133: USB/SD Card Files Cleanup410
- Figure 298: USB/SD Card Files Cleanup410
- Figure 299: UCM6102 Recovery Web Page411
- Figure 300: Recovery Mode411
- Syslog412
- Network Troubleshooting412
  - Ethernet Capture412
  - IP Ping413
  - Table 134: Ethernet Capture413
  - Figure 301: Ethernet Capture413
  - Traceroute414
- Signaling Troubleshooting414
  - Analog Record Trace414
  - Figure 302: Ping414
  - Figure 303: Traceroute414
  - Figure 304: Troubleshooting Analog Trunks415
- Service Check416
- Figure 305: a Key Dial-Up FXO416
- Network Status417
- Figure 306: Service Check417
- Figure 307: Network Status417
Experiencing the Ucm6100 Series Ip Pbx418

Grandstream Networks UCM6104

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