To Next Page

To Previous Page

P a g e | 490

UCM630X Series User Manual

Version 1.0.11.10

Figure 272: Enabling ACT! CRM

2. Log into the UCM as a regular user and navigate to Value-Added Features→CRM User Settings and

check “Enable CRM” option and enter the username and password, which will be the ACT! CRM

account’s API Key and Developer Key, respectively. To obtain these, please refer to the ACT! CRM API

developer’s guide here: https://mycloud.act.com/act/Help

Figure 273: Enabling CRM on the User Portal

Note: For more information on the ACT! CRM integration, please refer to the ACT! CRM documentation on our

website.

Default Chapter4
- Table of Contents4
Document Purpose41
Change Log42
- Firmware Version 1.0.11.1042
- Firmware Version 1.0.11.942
- Firmware Version 1.0.9.1043
- Firmware Version 1.0.7.1243
- Firmware Version 1.0.7.943
- Firmware Version 1.0.5.444
- Firmware Version 1.0.3.1045
- Firmware Version 1.0.2.2547
Welcome48
Product Overview50
- Technical Specifications50
- Table 1: Technical Specifications50
Installation55
- Equipment Packaging55
- Connect Your UCM630X (UCM6301 as an Example)55
Getting Started60
- Use the LCD Menu60
- Table 3: LCD Menu Options61
- Use the LED Indicators62
- Table 4: UCM6304/6308 LED Indicators62
- Figure 10: Ports Status62
- Using the Web UI63
- Setting up an Extension67
- Figure 14: UCM630X Web GUI Language67
- Figure 15: Web GUI Search Bar67
System Settings69
- General Settings69
- Table 5: General Settings Parameters69
- Figure 16: General Settings Interface69
- IM Settings70
- HTTP Server72
- Table 7: IM Server Parameters72
- Table 8: HTTP Server Settings72
- Network Settings74
- Openvpn90
- Table 14: UCM630X System Settings→Network Settings→Openvpn90
- DDNS Settings91
- Figure 29: Open VPN® Feature on the UCM630X91
- Figure 30: Register Domain Name on Noip.com92
- Figure 31: UCM630X DDNS Setting93
- Figure 32: Using Domain Name to Connect to UCM630X93
- Security Settings94
- LDAP Server104
- Time Settings113
- Email Settings118
Provisioning130
- Overview130
- Configuration Architecture for End Point Device130
- Auto-Provisioning Settings131
- Figure 61: Zero Config Configuration Architecture for End Point Device131
- Figure 62: UCM630X Zero Config132
- Table 28: Auto Provision Settings133
- Figure 63: Auto Provision Settings133
- Discovery135
- Figure 64: Auto Discover135
- Uploading Devices List136
- Managing Discovered Devices136
- Figure 65: Discovered Devices136
- Figure 66: Device List - CSV File Sample136
- Figure 67: Managing Discovered Devices137
- Global Configuration138
  - Global Policy138
  - Table 29: Global Policy Parameters - Localization139
  - Figure 68: Global Policy Categories139
  - Table 30: Global Policy Parameters - Phone Settings140
  - Table 31: Global Policy Parameters - Contact List141
  - Table 32: Global Policy Parameters - Maintenance143
  - Table 33: Global Policy Parameters - Network Settings146
  - Table 34: Global Policy Parameters - Customization147
  - Table 35: Global Policy Parameters - Communication Settings149
  - Global Templates150
  - Table 36: Create New Template150
  - Figure 69: Edit Global Template151
- Model Configuration152
  - Model Templates152
  - Table 37: Create New Model Template152
  - Model Update154
  - Figure 70: Edit Model Template154
  - Figure 71: OEM Models155
- Device Configuration156
  - Figure 72: Template Management156
  - Figure 73: Upload Model Template Manually156
  - Create New Device157
  - Figure 74: Create New Device157
  - Figure 75: Manage Devices158
  - Manage Devices158
  - Figure 76: Edit Device159
  - Figure 77: Edit Customize Device Settings161
  - Figure 78: Modify Selected Devices - same Model162
  - Figure 79: Modify Selected Devices - Different Models162
- Sample Application163
- Figure 80: Device List in Zero Config163
- Figure 81: Zero Config Sample - Global Policy164
- Figure 82: Zero Config Sample - Device Preview 1165
- Figure 83: Zero Config Sample - Device Preview 2166
- Figure 84: Zero Config Sample - Device Preview 3167
Extensions168
- Create New User168
  - Create New SIP Extension168
  - Figure 85: Create New Device168
  - Table 38: SIP Extension Configuration Parameters→Basic Settings169
  - Table 39: SIP Extension Configuration Parameters→Media172
  - Table 40: SIP Extension Configuration Parameters→Features173
  - Table 41: SIP Extension Configuration Parameters→Specific Time181
  - Table 42: Table 34: SIP Extension Configuration Parameters→Follow Me181
  - Create New IAX Extension182
  - Table 43: IAX Extension Configuration Parameters→Basic Settings182
  - Table 44: IAX Extension Configuration Parameters→Media184
  - Table 45: IAX Extension Configuration Parameters→Features184
  - Table 46: IAX Extension Configuration Parameters→Specific Time188
  - Create New FXS Extension189
  - Table 47: IAX Extension Configuration Parameters→Follow Me189
  - Table 48: FXS Extension Configuration Parameters→Basic Settings190
  - Table 49: FXS Extension Configuration Parameters→Media191
  - Table 50: FXS Extension Configuration Parameters→Features193
  - Table 51: FXS Extension Configuration Parameters→Specific Time197
  - Table 52: FXS Extension Configuration Parameters→Follow Me198
- Batch Add Extensions199
  - Batch Add SIP Extensions199
  - Table 53: Batch Add SIP Extension Parameters199
  - Batch Add IAX Extensions208
  - Table 54: Batch Add IAX Extension Parameters209
- Batch Extension Resetting Functionality214
- Search and Edit Extension215
- Figure 86: Manage Extensions215
- Export Extensions216
- Figure 87: Export Extensions216
- Import Extensions217
- Figure 88: Import Extensions217
- Table 55: SIP Extensions Imported File Example218
- Figure 89: Import File218
- Table 56: IAX Extensions Imported File Example221
- Table 57: FXS Extensions Imported File Example224
- Extension Details227
- Figure 90: Import Error227
- E-Mail Notification228
- Figure 91: Extension Details228
- Figure 92: E-Mail Notification - Prompt Information228
- Figure 93: Account Registration Information229
- Figure 94: Wave Settings and QR Code229
- Multiple Registrations Per Extension230
- Figure 95: Multiple Registrations Per Extension230
- SMS Message Support231
- Figure 96: Extension - Concurrent Registration231
- Figure 97: SMS Message Support231
Extension Groups232
- Configure Extension Groups232
- Using Extension Groups233
- Figure 98: Edit Extension Group233
- Figure 99: Select Extension Group in Outbound Route233
Analog Trunks234
- Analog Trunk Configuration234
- Table 58: Analog Trunk Configuration Parameters234
- PSTN Detection239
- Figure 100: UCM630X FXO Tone Settings240
- Figure 101: UCM630X PSTN Detection240
- Figure 102: UCM630X PSTN Detection: Auto-Detect241
- Figure 103: UCM630X PSTN Detection: Semi-Auto Detect241
- Table 59: PSTN Detection for Analog Trunk242
Voip Trunks244
- Voip Trunk Configuration244
- Table 60: Create New SIP Trunk244
- Table 61: SIP Register Trunk Configuration Parameters247
- Table 62: SIP Peer Trunk Configuration Parameters252
- Table 63: Create New IAX Trunk256
- Table 64: IAX Register Trunk Configuration Parameters257
- Table 65: IAX Peer Trunk Configuration Parameters258
- Trunk Groups259
- Figure 104: Trunk Group259
- Direct Outward Dialing (DOD)260
- Figure 105: Trunk Group Configuration260
- Figure 106: DOD Extension Selection262
- Figure 107: Edit DOD262
Sla Station263
- Create/Edit SLA Station263
- Table 66: SLA Station Configuration Parameters263
- Figure 108: SLA Station263
- Sample Configuration264
- Figure 109: Enable SLA Mode for Analog Trunk264
- Figure 110: Analog Trunk with SLA Mode Enabled265
- Figure 111: SLA Example - SLA Station265
- Figure 112: SLA Example - MPK Configuration265
Call Routes267
- Outbound Routes267
- Inbound Routes276
Fax Server292
- Configure Fax/T.38292
- Figure 133: Fax Settings292
- Table 71: FAX/T.38 Settings293
- Receiving Fax295
- FAX Sending299
- Figure 140: List of Fax Files299
- Figure 141: Fax Sending in Web GUI300
- Figure 142: Fax Send Progress300
Multimedia Meeting301
- Multimedia Room Configurations302
- Table 72: Conference Room Configuration Parameters302
- Table 73: Conference Settings304
- Multimedia Meeting Call Operations305
- Meeting Schedule311
- Figure 149: Schedule Meeting Interface311
- Table 75: Scheduled Meeting Parameters312
- Figure 150: Meetings Schedule314
- Figure 151: Meeting Details315
- Figure 152: Meeting Scheduled - Ongoing315
- Meeting Recordings316
- Figure 153: Meeting Schedule - Completed316
- Call Statistics317
- Figure 154: Meeting Recordings317
- Figure 155: Meeting Call Statistics317
- Figure 156: Meeting Report on Web317
- Figure 157: Meeting Report on CSV318
Ivr319
- Configure IVR319
- Table 76: IVR Configuration Parameters319
- Figure 158: Create New IVR319
- Black/Whitelist in IVR323
- Figure 159: Key Pressing Events323
- Create Custom Prompt325
- Figure 160: Black/Whitelist325
- Key Pressing Events326
- Figure 161: Click on Prompt to Create IVR Prompt326
- Figure 162: Key Pressing Events326
- Figure 163: Specific Time327
Language Settings for Voice Prompt328
- Download and Install Voice Prompt Package328
- Figure 164: Language Settings for Voice Prompt328
- Figure 165: Voice Prompt Package List329
- Figure 166: New Voice Prompt Language Added329
- Customize Specific Prompt330
- Username Prompt Customization330
Voicemail332
- Configure Voicemail332
- Figure 168: Voicemail Settings332
- Table 77: Voicemail Settings333
- Access Voicemail335
- Table 78: Voicemail IVR Menu335
- Leaving Voicemail337
- Voicemail Email Settings337
- Table 79: Voicemail Email Settings337
- Configure Voicemail Group338
- Figure 169: Voicemail Email Settings338
- Table 80: Voicemail Group Settings339
- Figure 170: Voicemail Group339
Ring Group341
- Configure Ring Group341
- Table 81: Ring Group Parameters341
- Figure 171: Ring Group341
- Remote Extension in Ring Group345
- Figure 172: Ring Group Configuration345
- Figure 173: Sync LDAP Server Option346
- Figure 174: Manually Sync LDAP Server346
- Figure 175: Ring Group Remote Extension347
Restrict Calls348
- Configure Restrict Calls348
- Figure 176: Restrict Calls348
Paging and Intercom Group349
- Configure Paging/Intercom Group349
- Configure a Scheduled Paging/Intercom357
- Table 86: Schedule Paging / Intercom Settings357
- Figure 182: Schedule Paging/Intercom Page357
- Figure 183: Creating a Scheduled Paging/Intercom Call358
Operator Panel359
- Configure Operator Panel359
- Table 87: Operator Panel Settings359
- Figure 184: Operator Panel Configuration Page359
Call Queue361
- Configure Call Queue361
- Figure 185: Call Queue361
- Table 88: Call Queue Configuration Parameters362
- Table 89: Static Agent Limitation366
- Figure 186: Agent Login Settings366
- Call Center Settings and Enhancements367
- Table 90: Call Center Parameters367
- Call Queue Statistics369
- Figure 187: Call Queue Statistics370
- Figure 188: Queue's Call Log Details371
- Figure 189: Automatic Download Settings - Queue Statistics371
- Figure 190: Agent Details372
- Figure 191: Login Record373
- Figure 192: Pause Log373
- Switchboard374
- Figure 193: Switchboard Summary374
- Table 91: Switchboard Parameters375
- Figure 194: Call Queue Switchboard375
- Figure 195: Queue Chairman376
- Global Queue Settings377
- Figure 196: Queue Agent377
- Figure 197: Global Queue Settings377
- Table 92: Global Queue Settings378
Pickup Groups379
- Configure Pickup Groups379
- Figure 198: Pickup Groups Interface379
- Configure Pickup Feature Code380
- Figure 199: Edit Pickup Group380
- Figure 200: Edit Pickup Feature Code381
Music on Hold382
- Figure 201: Music on Hold Default Class382
- Figure 202: Play Custom Prompt383
- Figure 203: Information Prompt384
- Figure 204: Record Custom Prompt384
Busy Camp-On386
Presence387
- Figure 205: SIP Presence Configuration387
- Table 93: SIP Presence Status388
- Figure 206: SIP Presence Feature Code389
- Figure 207: Presence Status CDR389
Follow Me390
- Figure 208: Edit Follow Me390
- Table 94: Follow Me Settings391
- Table 95: Follow Me Options392
Speed Dial393
- Figure 209: Speed Dial Destinations393
- Figure 210: List of Speed Dial394
Disa395
- Figure 211: Create New DISA395
- Table 96: DISA Settings396
Emergency397
- Figure 212: Emergency Number Configuration398
- Table 97: Emergency Numbers Parameters399
- Figure 213: 911 Emergency Sample400
Callback401
- Table 98: Callback Configuration Parameters401
Blf and Event List403
- Blf403
- Event List403
- Table 99: Event List Settings403
- Figure 214: Create New Event List404
Dial by Name406
- Dial by Name Configuration406
- Figure 215: Create Dial by Name Group406
- Figure 216: Configure Extension First Name and Last Name407
- Figure 217: Dial by Name Group in IVR Key Pressing Events408
- Figure 218: Dial by Name Group in Inbound Rule409
Active Calls and Monitor410
- Active Calls Status410
- Figure 219: Status→Pbx Status→Active Calls - Ringing410
- Figure 220: Status→Pbx Status→Active Calls - Call Established410
- Figure 221: Call Connection Less than Half Hour411
- Figure 222: Call Connection between Half an Hour and One Hour411
- Hang up Active Calls412
- Call Monitor412
- Figure 223: Call Connection more than One Hour412
- Figure 224: Configure to Monitor an Active Call412
Call Features414
- Feature Codes414
- Table 100: UCM630X Feature Codes414
- Parking Lot421
- Figure 225: Enable/Disable Feature Codes421
- Figure 226: Parking Lot421
- Table 101 : Parking Lot422
- Figure 227: New Parking Lot422
- Call Park423
  - Park a Call423
  - Retrieve Parked Call423
  - Monitor Call Park CID Name Information (Gxp21Xx, Grp261X Phones Only)424
- Call Recording424
- Figure 228: Monitored Call Park CID Name424
- Figure 229: Download Recording File from CDR Page424
- Enable Spy425
- Shared Call Appearance (SCA)425
- Figure 230: Download Recording File from Recording Files Page425
- Figure 231: Enabling SCA Option under Extension's Settings426
- Figure 232: SCA Number Configuration426
- Figure 233: SCA Private Number Configuration427
- Figure 234: SCA Options427
- Table 102: Add SCA Private Number428
- Table 103: Editing the SCA Number428
Announcement430
- Table 104: Announcement Parameters430
- Figure 235: Announcement Settings430
Pbx Settings431
- PBX Settings/General Settings431
- Table 105: Internal Options/General431
- PBX Settings/Rtp Settings434
- PBX Settings/Voice Prompt Customization437
- PBX Settings/ Call Failure Tone Settings439
- PBX Settings/ File Storage Management441
- Figure 240: General Call Failure Prompts441
- Figure 241: Settings→File Storage Management441
- Figure 242: Recordings Storage Prompt Information442
- Figure 243: Recording Storage Category442
- PBX Settings/Nas443
- Table 108: NAS Settings443
Sip Settings444
- SIP Settings/General444
- Table 109: SIP Settings/General444
- SIP Settings/Misc445
- Table 110: SIP Settings/Misc445
- SIP Settings/Session Timer446
- SIP Settings/Tcp and TLS446
- Table 111: SIP Settings/Session Timer446
- Table 112: SIP Settings/Tcp and TLS446
- SIP Settings/Nat447
- Table 113: SIP Settings/Nat447
- SIP Settings/Tos448
- Table 114: SIP Settings/Tos448
- SIP Settings/Stir/Shaken450
- Figure 244:SIP Settings/Stir/Shaken - Add Authentication Number450
- Table 115: SIP Settings/Stir/Shaken - Add Authentication Number Settings451
- Table 116: SIP Settings/Stir/Shaken - Certificate Settings452
- Figure 245: SIP Settings/Stir/Shaken - Certificate Settings452
- Transparent Call-Info Header453
- Figure 246: Transparent Call-Info453
Iax Settings454
- IAX Settings/General454
- Table 117: IAX Settings/General454
- IAX Settings/Registration455
- Table 118: IAX Settings/Registration455
- IAX Settings/Security456
- Table 119: IAX Settings/Static Defense456
Interface Settings457
- Analog Hardware457
- Figure 247: FXS Ports Signaling Preference457
- Figure 248: FXO Ports ACIM Settings457
- Table 120: PBX Interface Settings458
- DAHDI Settings459
- Figure 249: DAHDI Settings459
Iot Device Management461
- IPC Devices461
- Table 121: IPC Devices Settings461
- Figure 250: IPC Devices461
- Figure 251: IPC Devices Settings462
UCM Remoteconnect463
- Figure 252: Remoteconnect463
- Figure 253: Remote Diagnosis464
- Figure 254: UCM Remoteconnect - Effective Plan465
- Plan Settings465
- Figure 255: UCM Remoteconnect Plan Settings466
- Figure 256: UCM SIP Extensions Synchronized to GDMS467
- Figure 257: Integrated Customer Service SDK Interface468
- Integrated Customer Service SDK468
- UI Customization468
- Figure 258: UI Customization469
- Statistics469
- Figure 259: Concurrent Remote Calls470
Ucm6300'S Wave APP471
- Figure 260: Grandstream Wave Interface471
- Figure 261: Download Wave Client472
Api Configuration473
- API Configuration Parameters473
- Upload Voice Prompt Via API478
- Figure 262: Upload Prompt User Configuration478
Cti Server480
- Figure 263: CTI Server Listening Port480
Asterisk Manager Interface (Restricted Access)481
Crm Integration482
- Sugarcrm482
- Table 126: Sugarcrm Settings482
- Figure 264: Sugarcrm Basic Settings482
- Figure 265: CRM User Settings483
- Vtigercrm484
- Table 127: Vtigercrm Settings484
- Figure 266: Vtigercrm Basic Settings484
- Zohocrm485
- Figure 267: CRM User Settings485
- Table 128: Zohocrm Settings486
- Figure 268: Zohocrm Basic Settings486
- Figure 269: CRM User Settings487
- Salesforce CRM488
- Table 129: Salesforce Settings488
- Figure 270: Salesforce Basic Settings488
- Act! Crm489
- Figure 271: Salesforce User Settings489
- Figure 272: Enabling ACT! CRM490
- Figure 273: Enabling CRM on the User Portal490
Pms Integration491
- Table 130: PMS Supported Features491
Wakeup Service502
- Wake up Service Using Admin Login502
- Figure 287: Create New Wakeup Service502
- Table 135: Wakeup Service503
- Table 136: Max Wakeup Members503
- Wake up Service from User Portal504
- Wake up Service Using Feature Code504
Announcements Center505
- Figure 288: Announcements Center505
- Announcements Center Settings506
- Group Settings506
- Table 137: Announcements Center Settings506
- Table 138: Group Settings506
- Figure 289: Announcements Center Group Configuration507
- Figure 290: Announcements Center Code Configuration508
- Figure 291: Announcements Center Example508
Queue Metrics509
- Table 139: Queue Metrics Configuration Parameters509
- Figure 292: Queue Metrics509
Status and Reporting510
- PBX Status510
- System Status514
- System Events519
- Cdr528
User Portal542
- Figure 322: Edit User Information by Super Admin542
- Figure 323: User Portal Login543
- Figure 324: User Portal Layout543
- Basic Information544
- Personal Data544
- Value-Added Features544
Maintenance545
- User Management545
  - User Information545
  - Table 149: User Management→Create New User545
  - Figure 325: User Management Page Display545
  - Figure 326: Create New User545
  - Multi-Factor Authentication546
  - Figure 327: User Management - New Users546
  - Custom Privilege547
  - Figure 328: MFA Settings547
  - Figure 329: Assign Backup Permission to "Admin" Users548
  - Figure 330: General User549
  - Concurrent Multi-User Login551
  - Figure 331: Create New Custom Privilege551
  - Figure 332: Multiple User Operation Error Prompt551
- Address Book Management552
  - Contact Management552
  - Figure 333: Extension Contacts552
  - Table 150: Extension Contact Settings553
  - Figure 334: Edit Extension Contact553
  - Figure 335: External Contacts554
  - Department Management555
  - Figure 336: Import External Contacts555
  - Figure 337: Department Management555
  - Figure 338: Edit Department556
  - Table 151: Extension Contact Settings557
  - Figure 339: External Contacts557
  - Figure 340: Import External Contacts558
  - Figure 341: Department Management559
- Login Settings560
  - Change Password560
  - Figure 342: Edit Department560
  - Change Username561
  - Figure 343: Change Password561
  - Change Binding Email562
  - Login Security562
  - Table 152: Change Binding Email Option562
  - Figure 344: Change Username562
  - Figure 345: Change Binding Email562
- Operation Log563
- Figure 346: Login Timeout Settings563
- Table 153: Operation Log Column Header564
- Figure 347: Operation Logs564
- Upgrading565
  - Figure 348: Operation Logs Filter565
  - Figure 349: Local Upgrade566
  - Figure 350: Upgrading Firmware Files566
  - Figure 351: Reboot UCM630X566
  - No Local Firmware Servers566
- Backup567
  - Backup/Restore567
  - Figure 352: Create New Backup568
  - Figure 353: Restore Warning569
  - Figure 354: Backup / Restore569
  - Data Sync570
  - Figure 355: Local Backup570
  - Table 154: Data Sync Configuration571
  - Figure 356: Data Sync571
  - Restore Configuration from Backup File572
- System Cleanup/Reset573
  - Reset and Reboot573
  - Figure 357: Restore UCM630X from Backup File573
  - Cleaner574
  - Figure 358: Reset and Reboot574
  - Figure 359: Manual Cleaning575
  - Figure 360: Automatic Cleaning576
  - USB/SD Card Files Cleanup580
  - Figure 361: USB/SD Card Files Cleanup580
- System Recovery581
- Figure 362: UCM6302 Recovery Web Page581
- Syslog582
- Figure 363: Recovery Mode582
- Network Troubleshooting583
  - Ethernet Capture583
  - Figure 364: Ethernet Capture584
  - IP Ping585
  - Traceroute586
  - Figure 365: Ping586
  - Figure 366: Traceroute586
  - Record Meeting for Diagnosis587
- Signaling Troubleshooting587
  - Analog Record Trace587
  - Figure 367: Record Meeting for Diagnosis587
  - Figure 368: Troubleshooting Analog Trunks588
- Service Check589
- Figure 369: a Key Dial-Up FXO589
- Network Status590
- Figure 370: Service Check590
- Figure 371: Network Status590
Experiencing the Ucm630X Series Ip Pbx591

Grandstream Networks UCM630X Series User Manual

Table of Contents

Other manuals for Grandstream Networks UCM630X Series

Questions and Answers:

Grandstream Networks UCM630X Series Specifications

Related product manuals

Brand	Grandstream Networks
Model	UCM630X Series
Category	Conference System
Language	English