Name: Grandstream Networks UCM63 Series
Brand: Grandstream Networks
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UCM630X Series User Manual

Version 1.0.2.25

4. Login to the UCM as user and navigate under “User PortalValue-added FeatureCRM User Settings”.

Click on “Enable CRM” and enter the username/password associated with the CRM account then click on

and . The status will change from “Logged Out” to “Logged In”. User can start then using

SugarCRM features.

Figure 232: CRM User Settings

Table of Contents4
Document Purpose25
Change Log26
Firmware Version 1.0.2.2526
Welcome27
Product Overview28
Technical Specifications28
Table 1: Technical Specifications28
Installation32
Equipment Packaging32
Connect Your UCM630X (UCM6301 as Example)32
Table 2: UCM630X Equipment Packaging32
Figure 1: UCM6301 Top View32
Figure 2: UCM6301 Back View33
Figure 3: UCM6301 Front View33
UCM6302 Front and Back View34
UCM6304 Front and Back View34
Figure 4: UCM6302 Back View34
Figure 5:UCM6302 Front View34
Figure 6: UCM6304 Front View34
Figure 7: UCM6304 Back View34
UCM6308 Front and Back View35
Figure 8: UCM6308 Front View35
Figure 9: UCM6308 Back View35
Getting Started36
Use the LCD Menu36
Table 3: LCD Menu Options37
Use the LED Indicators38
Table 4: UCM6304/6308 LED Indicators38
Figure 10: Ports Status38
Using the Web UI39
Accessing the Web UI39
Figure 11: UCM6302 Web GUI Login Page39
Setup Wizard40
Main Settings40
Figure 12: UCM630X Setup Wizard40
Web GUI Languages41
Web GUI Search Bar41
Figure 13: UCM630X Web GUI Language41
Saving and Applying Changes42
Setting up an Extension42
Figure 14: Web GUI Search Bar42
System Settings43
HTTP Server43
Table 5: HTTP Server Settings43
Network Settings44
Basic Settings44
Table 6: UCM630X Network SettingsBasic Settings44
Figure 15: UCM6302 Network Interface Method: Route48
Figure 16: UCM6302 Network Interface Method: Switch49
Figure 17: UCM6302 Network Interface Method: Dual49
Figure 18: UCM630X Using 802.1X as Client50
Figure 19: UCM630X Using 802.1X EAP-MD550
Static Routes51
Table 7: UCM630X Network Settings802.1X51
Table 8: UCM630X Network SettingsStatic Routes51
Figure 20: UCM6304 Static Route Sample52
Port Forwarding53
Table 9: UCM630X Network SettingsPort Forwarding53
Figure 21: UCM6304 Static Route Configuration53
Figure 22: Create New Port Forwarding54
ARP Settings55
Table 10: ARP Settings55
Figure 23: UCM630X Port Forwarding Configuration55
Figure 24: GXP2160 Web Access Using UCM6302 Port Forwarding55
Openvpn56
Table 11: UCM630X System SettingsNetwork SettingsOpenvpn56
DDNS Settings57
Figure 25: Open VPN® Feature on the UCM630X57
Figure 26: Register Domain Name on Noip.com58
Figure 27: UCM630X DDNS Setting59
Figure 28: Using Domain Name to Connect to UCM630X59
Security Settings60
Static Defense60
Table 12: UCM630X FirewallStatic DefenseCurrent Service60
Table 13: Typical Firewall Settings61
Figure 29: Create New Firewall Rule62
Dynamic Defense63
Table 14: Firewall Rule Settings63
Table 15: UCM630X Firewall Dynamic Defense64
Figure 30: Configure Dynamic Defense64
Fail2Ban65
Figure 31: Fail2Ban Settings65
SSH Access66
Table 16: Fail2Ban Settings66
LDAP Server67
Table 17: SSH Access67
Figure 32: SSH Access67
LDAP Server Configurations68
Figure 33: LDAP Server Configurations68
LDAP Phonebook69
Figure 34: Default LDAP Phonebook DN69
Figure 35: Default LDAP Phonebook Attributes69
Figure 36: LDAP ServerLdap Phonebook70
Figure 37: Add LDAP Phonebook70
Figure 38: Edit LDAP Phonebook71
Figure 39: Import Phonebook71
Figure 40: Phonebook CSV File Format71
Figure 41: LDAP Phonebook after Import72
LDAP Client Configurations73
Figure 42: Export Selected LDAP Phonebook73
Figure 43: LDAP Client Configurations73
Figure 44: GXP2170 LDAP Phonebook Configuration75
Time Settings76
Automatic Date and Time76
Set Date and Time76
Table 18: Time Auto Updating76
NTP Server77
Office Time77
Figure 45: Set Time Manually77
Table 19: Create New Office Time78
Figure 46: Create New Office Time78
Figure 47: SettingsTime SettingsOffice Time78
Holiday79
Table 20: Create New Holiday79
Figure 48: Create New Holiday79
Email Settings80
Table 21: Email Settings80
Figure 49: SettingsTime SettingsHoliday80
Email Templates82
Email Send Log82
Figure 50: UCM630X Email Settings82
Table 22: Email Log83
Figure 51: Email Send Log83
Figure 52: Email Logs83
Tr06984
Provisioning85
Overview85
Configuration Architecture for End Point Device85
Auto Provisioning Settings86
Figure 53: Zero Config Configuration Architecture for End Point Device86
Figure 54: UCM630X Zero Config87
Table 23: Auto Provision Settings88
Figure 55: Auto Provision Settings88
Discovery89
Uploading Devices List90
Figure 56: Auto Discover90
Figure 57: Discovered Devices90
Managing Discovered Devices91
Figure 58: Device List - CSV File Sample91
Figure 59: Managing Discovered Devices91
Global Configuration92
Global Policy92
Table 24: Global Policy Parameters - Localization93
Table 25: Global Policy Parameters - Phone Settings93
Figure 60: Global Policy Categories93
Table 26: Global Policy Parameters - Contact List94
Table 27: Global Policy Parameters - Maintenance96
Table 28: Global Policy Parameters - Network Settings98
Table 29: Global Policy Parameters - Customization99
Table 30: Global Policy Parameters - Communication Settings100
Global Templates101
Table 31: Create New Template101
Figure 61: Edit Global Template102
Model Configuration103
Model Templates103
Table 32: Create New Model Template103
Figure 62: Edit Model Template104
Model Update105
Figure 63: OEM Models105
Device Configuration106
Create New Device106
Figure 64: Template Management106
Figure 65: Upload Model Template Manually106
Manage Devices107
Figure 66: Create New Device107
Figure 67: Manage Devices108
Figure 68: Edit Device108
Figure 69: Edit Customize Device Settings110
Figure 70: Modify Selected Devices - same Model111
Figure 71: Modify Selected Devices - Different Models111
Sample Application112
Figure 72: Device List in Zero Config112
Figure 73: Zero Config Sample - Global Policy113
Figure 74: Zero Config Sample - Device Preview 1114
Figure 75: Zero Config Sample - Device Preview 2114
Figure 76: Zero Config Sample - Device Preview 3115
Extensions116
Create New User116
Create New SIP Extension116
Figure 77: Create New Device116
Table 33: SIP Extension Configuration ParametersBasic Settings117
Table 34: SIP Extension Configuration ParametersMedia118
Table 35: SIP Extension Configuration ParametersFeatures120
Table 36: SIP Extension Configuration ParametersSpecific Time124
Table 37: Table 34: SIP Extension Configuration ParametersFollow Me124
Create New IAX Extension125
Table 38: IAX Extension Configuration ParametersBasic Settings125
Table 39: IAX Extension Configuration ParametersMedia126
Table 40: IAX Extension Configuration ParametersFeatures127
Table 41: IAX Extension Configuration ParametersSpecific Time129
Table 42: IAX Extension Configuration ParametersFollow Me129
Create New FXS Extension130
Table 43: FXS Extension Configuration ParametersBasic Settings130
Table 44: FXS Extension Configuration ParametersMedia131
Table 45: FXS Extension Configuration ParametersFeatures132
Table 46: FXS Extension Configuration ParametersSpecific Time135
Table 47: FXS Extension Configuration ParametersFollow Me135
Batch Add Extensions136
Batch Add SIP Extensions136
Table 48: Batch Add SIP Extension Parameters136
Batch Add IAX Extensions143
Table 49: Batch Add IAX Extension Parameters143
Batch Extension Resetting Functionality147
Search and Edit Extension147
Figure 78: Manage Extensions148
Export Extensions149
Import Extensions149
Figure 79: Export Extensions149
Figure 80: Import Extensions149
Table 50: SIP Extensions Imported File Example150
Figure 81: Import File150
Table 51: IAX Extensions Imported File Example152
Table 52: FXS Extensions Imported File Example154
Extension Details156
Figure 82: Import Error156
E-Mail Notification157
Figure 83: Extension Details157
Figure 84: E-Mail Notification - Prompt Information157
Figure 85: Account Registration Information and QR Code158
Figure 86: LDAP Client Information and QR Code158
Multiple Registrations Per Extension159
Figure 87: Multiple Registrations Per Extension159
Figure 88: Extension - Concurrent Registration159
SMS Message Support160
Figure 89: SMS Message Support160
Extension Groups161
Configure Extension Groups161
Figure 90: Edit Extension Group161
Using Extension Groups162
Figure 91: Select Extension Group in Outbound Route162
Analog Trunks163
Analog Trunk Configuration163
Table 53: Analog Trunk Configuration Parameters163
PSTN Detection167
Figure 92: UCM630X FXO Tone Settings167
Figure 93: UCM630X PSTN Detection168
Figure 94: UCM630X PSTN Detection: Auto Detect168
Table 54: PSTN Detection for Analog Trunk169
Figure 95: UCM630X PSTN Detection: Semi-Auto Detect169
Voip Trunks171
Voip Trunk Configuration171
Table 55: Create New SIP Trunk171
Table 56: SIP Register Trunk Configuration Parameters173
Table 57: SIP Peer Trunk Configuration Parameters176
Table 58: Create New IAX Trunk179
Table 59: IAX Register Trunk Configuration Parameters180
Trunk Groups181
Table 60: IAX Peer Trunk Configuration Parameters181
Direct Outward Dialing (DOD)182
Figure 96: Trunk Group182
Figure 97: Trunk Group Configuration182
Figure 98: DOD Extension Selection183
Figure 99: Edit DOD184
Sla Station185
Create/Edit SLA Station185
Table 61: SLA Station Configuration Parameters185
Figure 100: SLA Station185
Sample Configuration186
Figure 101: Enable SLA Mode for Analog Trunk186
Figure 102: Analog Trunk with SLA Mode Enabled186
Figure 103: SLA Example - SLA Station186
Figure 104: SLA Example - MPK Configuration187
Call Routes188
Outbound Routes188
Configuring Outbound Routes188
Table 62: Outbound Route Configuration Parameters188
Outbound Blacklist191
Figure 105: Country Codes191
Scheduled Sync192
PIN Groups192
Table 63: Outbound Routes/Scheduled Sync192
Table 64: Outbound Routes/Pin Group192
Figure 106: Blacklist Import/Export192
Figure 107: Create New PIN Group193
Figure 108: PIN Members193
Figure 109: Outbound PIN194
Figure 110: CDR Record194
Figure 111: Importing PIN Groups from CSV Files194
Figure 112: Incorrect CSV File195
Figure 113: CSV File Format195
Figure 114: CSV File Successful Upload195
Inbound Routes196
Inbound Rule Configurations196
Table 65: Inbound Rule Configuration Parameters196
Inbound Route: Prepend Example200
Inbound Route: Multiple Mode201
Figure 115: Inbound Route Feature: Prepend201
Figure 116: Inbound Route - Multiple Mode201
Inbound Route: Route-Level Mode202
Figure 117: Inbound Route - Multiple Mode Feature Codes202
Inbound Route: Inbound Mode BLF Monitoring203
Figure 118: Inbound Route - Route-Level Mode203
Inbound Route: Import/Export Inbound Route204
Figure 119: Global Inbound Mode204
Figure 120: Inbound Mode - Default Mode204
Figure 121: Inbound Mode - Mode 1204
FAX with Two Media205
Blacklist Configurations205
Figure 122: Import/Export Inbound Route205
Figure 123: Blacklist Configuration Parameters206
Figure 124: Blacklist Csv File206
Audio Conference208
Conference Room Configurations208
Table 66: Conference Room Configuration Parameters208
Table 67: Conference Settings209
Conference Call Operations210
Join a Conference Call210
Invite Other Parties to Join Conference210
Figure 125: Conference210
During the Conference211
Figure 126: Conference Invitation from Web GUI211
Table 68: Conference Caller IVR Menu212
Google Service Settings Support213
Figure 127: Google Service SettingsOauth2.0 Authentication213
Figure 128: Google ServiceNew Project214
Figure 129: Google ServiceCreate New Credential214
Conference Schedule215
Table 69: Conference Schedule Parameters215
Figure 130: Google ServiceOauth2.0 Login215
Cleaner Options217
Figure 131: Conference Schedule217
Contact Group218
Conference Recordings218
Figure 132: Contact Group218
Conference Call Statistics219
Figure 133: Conference Recordings219
Figure 134: Conference Call Statistics219
Figure 135: Conference Report on Web219
Figure 136: Conference Report on CSV220
Video Conference221
Table 70: Video Conference Room Configuration Parameters221
Table 71: Conference Settings221
Conference Schedule222
Table 72: Video Conference Schedule Parameters222
Wave Webrtc Video Calling & Conferencing223
Figure 137: Video Conference Schedule223
Figure 138: Enabling Webrtc Feature223
Figure 139: Enabling Webrtc on Extensions224
Figure 140: Grandstream Wave Interface224
Ivr225
Configure IVR225
Figure 141: Create New IVR225
Table 73: IVR Configuration Parameters226
Black/White List in IVR228
Figure 142: Key Pressing Events228
Figure 143: Black/White List229
Create Custom Prompt230
Figure 144: Click on Prompt to Create IVR Prompt230
Language Settings for Voice Prompt231
Download and Install Voice Prompt Package231
Figure 145: Language Settings for Voice Prompt231
Figure 146: Voice Prompt Package List232
Figure 147: New Voice Prompt Language Added232
Customize Specific Prompt233
Username Prompt Customization233
Upload Username Prompt File from Web GUI233
Figure 148: Upload Single Voice Prompt for Entire Language Pack233
Record Username Via Voicemail Menu234
Voicemail235
Configure Voicemail235
Figure 149: Voicemail Settings235
Table 74: Voicemail Settings236
Access Voicemail237
Table 75: Voicemail IVR Menu237
Leaving Voicemail238
Voicemail Email Settings239
Table 76: Voicemail Email Settings239
Configure Voicemail Group240
Figure 150: Voicemail Email Settings240
Figure 151: Voicemail Group240
Table 77: Voicemail Group Settings241
Ring Group242
Configure Ring Group242
Table 78: Ring Group Parameters242
Figure 152: Ring Group242
Figure 153: Ring Group Configuration244
Remote Extension in Ring Group245
Figure 154: Sync LDAP Server Option245
Figure 155: Manually Sync LDAP Server245
Figure 156: Ring Group Remote Extension246
Paging and Intercom Group247
Configure Paging/Intercom Group247
Configure Multicast Paging247
Figure 157: Multicast Paging247
Table 79: Multicast Paging Configuration Parameters248
Configure 2-Way Intercom249
Table 80: 2-Way Intercom Configuration Parameters249
Figure 158: 2-Way Intercom249
Configure 1-Way Paging250
Figure 159: 1-Way Paging250
Configure Announcement Paging251
Table 81: 1-Way Paging Configuration Parameters251
Figure 160: Announcement Paging251
Configure Private Intercom252
Table 82: Announcement Paging Configuration Parameters252
Figure 161: Private Intercom252
Paging/Intercom Group Settings253
Configure a Scheduled Paging/Intercom253
Table 83: Schedule Paging / Intercom Settings253
Figure 162: Page/Intercom Group Settings253
Figure 163: Schedule Paging/Intercom Page253
Figure 164: Creating a Scheduled Paging/Intercom Call254
Call Queue255
Configure Call Queue255
Table 84: Call Queue Configuration Parameters255
Figure 165: Call Queue255
Table 85: Static Agent Limitation259
Figure 166: Agent Login Settings259
Call Center Settings and Enhancements260
Table 86: Call Center Parameters260
Queue Statistics261
Figure 167: Call Queue Statistics262
Figure 168: Automatic Download Settings - Queue Statistics263
Figure 169: Agent Details264
Figure 170: Login Record264
Switchboard265
Figure 171: Pause Log265
Figure 172: Switchboard Summary265
Table 87: Switchboard Parameters266
Figure 173: Call Queue Switchboard266
Figure 174: Queue Chairman267
Global Queue Settings268
Figure 175: Queue Agent268
Figure 176: Global Queue Settings268
Table 88: Global Queue Settings269
Pickup Groups270
Configure Pickup Groups270
Configure Pickup Feature Code270
Figure 177: Edit Pickup Group270
Figure 178: Edit Pickup Feature Code271
Music on Hold272
Figure 179: Music on Hold Default Class272
Figure 180: Play Custom Prompt273
Figure 181: Information Prompt273
Figure 182: Record Custom Prompt274
Busy Camp-On275
Presence276
Figure 187: SIP Presence Configuration276
Table 90: SIP Presence Status277
Figure 188: SIP Presence Feature Code277
Figure 189: Presence Status CDR278
Follow Me279
Figure 190: Edit Follow Me279
Table 91: Follow Me Settings280
Table 92: Follow Me Options280
Speed Dial281
Figure 191: Speed Dial Destinations281
Figure 192: List of Speed Dial281
Disa282
Figure 193: Create New DISA282
Table 93: DISA Settings283
Emergency284
Figure 194: Emergency Number Configuration285
Table 94: Emergency Numbers Parameters286
Figure 195: 911 Emergency Sample286
Callback287
Table 95: Callback Configuration Parameters287
Blf and Event List288
Blf288
Event List288
Table 96: Event List Settings288
Figure 196: Create New Event List289
Dial by Name291
Dial by Name Configuration291
Figure 197: Create Dial by Name Group291
Figure 198: Configure Extension First Name and Last Name292
Figure 199: Dial by Name Group in IVR Key Pressing Events293
Figure 200: Dial by Name Group in Inbound Rule293
Active Calls and Monitor294
Active Calls Status294
Figure 201: StatusPbx StatusActive Calls - Ringing294
Figure 202: StatusPbx StatusActive Calls - Call Established294
Figure 203: Call Connection Less than Half Hour295
Figure 204: Call Connection between Half an Hour and One Hour295
Hang up Active Calls296
Call Monitor296
Figure 205: Call Connection more than One Hour296
Figure 206: Configure to Monitor an Active Call296
Call Features298
Feature Codes298
Table 97: UCM630X Feature Codes298
Parking Lot303
Figure 207: Enable/Disable Feature Codes303
Table 98 : Parking Lot304
Call Park305
Park a Call305
Retrieve Parked Call305
Monitor Call Park CID Name Information (Gxp21Xx Phones Only)305
Call Recording305
Enable Spy306
Shared Call Appearance (SCA)307
Table 99: Add SCA Private Number309
Table 100: Editing the SCA Number309
Announcement310
Table 101: Announcement Parameters310
Pbx Settings311
PBX Settings/General Settings311
Table 102: Internal Options/General311
PBX Settings/Rtp Settings313
RTP Settings313
Table 103: Internal Options/Rtp Settings313
Payload314
Table 104: Internal Options/Payload314
PBX Settings/Voice Prompt Customization315
Record New Custom Prompt315
Upload Custom Prompt316
Download All Custom Prompt316
PBX Settings/ Call Failure Tone Settings317
SIP Trunk Prompt Tone317
General Call Prompt Tone318
PBX Settings/Recordings Storage319
PBX Settings/Nas321
Table 105: NAS Settings321
Sip Settings322
SIP Settings/General322
SIP Settings/Misc322
Table 106: SIP Settings/General322
Table 107: SIP Settings/Misc322
SIP Settings/Session Timer323
Table 108: SIP Settings/Session Timer323
SIP Settings/Tcp and TLS324
Table 109: SIP Settings/Tcp and TLS324
SIP Settings/Nat325
SIP Settings/Tos325
Table 110: SIP Settings/Nat325
Table 111: SIP Settings/Tos325
Transparent Call-Info Header327
Iax Settings328
IAX Settings/General328
IAX Settings/Registration328
Table 112: IAX Settings/General328
Table 113: IAX Settings/Registration328
IAX Settings/Security329
Table 114: IAX Settings/Static Defense329
Interface Settings330
Table 115: PBX Interface Settings331
UCM Remoteconnect333
Api Configuration334
API Configuration Parameters334
New API Queries Supported334
Table 116: Configuration Parameters (New)334
Table 117: New API Supported Queries334
Table 118: API Configuration Parameters336
Upload Voice Prompt Via API337
Cti Server339
Asterisk Manager Interface (Restricted Access)340
Crm Integration341
Sugarcrm341
Table 119: Sugarcrm Settings341
Vtigercrm343
Table 120: Vtigercrm Settings343
Zohocrm345
Table 121: Zohocrm Settings345
Salesforce CRM347
Act! Crm349
Pms Integration350
Hmobile PMS Connector350
Hsc Pms351
Mitel PMS352
Pms Api353
Connecting to PMS354
PMS Features355
Room Status355
Wake up Service356
Mini Bar357
Wakeup Service360
Wake up Service Using Admin Login360
Wake up Service from User Portal361
Wake up Service Using Feature Code362
Announcements Center363
Announcements Center Settings364
Group Settings364
Status and Reporting367
PBX Status367
Trunks368
Extensions369
Interfaces Status369
System Status371
General371
Network371
Storage Usage372
Resource Usage373
System Events374
Alert Events List374
Alert Log377
Alert Contact378
Cdr379
Downloaded CDR File385
CDR Export Customization386
Statistics387
Recording Files388
User Portal390
Basic Information392
Personal Data392
Value-Added Features392
Maintenance393
User Management393
User Information393
Custom Privilege394
Concurrent Multi-User Login397
Change Password398
Change Username399
Change Binding Email399
Operation Log401
Upgrading402
No Local Firmware Servers403
Backup404
Backup/Restore404
Data Sync407
Restore Configuration from Backup File409
System Cleanup/Reset410
Reset and Reboot410
Cleaner410
USB/SD Card Files Cleanup413
System Recovery414
Syslog416
Network Troubleshooting416
Ethernet Capture416
IP Ping418
Traceroute418
Signaling Troubleshooting419
Analog Record Trace419
Service Check421
Network Status422
Experiencing the Ucm630X Series Ip Pbx423

Grandstream Networks UCM63 Series User Manual

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Brand	Grandstream Networks
Model	UCM63 Series
Category	PBX
Language	English