Clearspan® Application Server Group Web Interface Admin Guide Part 1 RELEASE 22 March 2018 NOTICE The information contained in this document is believed to be accurate in all respects but is not warranted by Mitel Networks™ Corporation (MITEL®). The information is subject to change without notice and should not be construed in any way as a commitment by Mitel or any of its affiliates or subsidiaries. Mitel and its affiliates and subsidiaries assume no responsibility for any errors or omissions in this document. Revisions of this document or new editions of it may be issued to incorporate such changes. No part of this document can be reproduced or transmitted in any form or by any means - electronic or mechanical - for any purpose without written permission from Mitel Networks Corporation. TRADEMARKS Clearspan and Mitel are trademarks of Mitel Networks Corporation. Other product names mentioned in this document may be trademarks of their respective companies and are hereby acknowledged. Clearspan Application Server Group Web Interface Admin Guide Part 1 Release #22 2778-008 March 2018 ®,™ Trademark of Mitel Networks Corporation © Copyright 2018 Mitel Networks Corporation All rights reserved Table of Contents 1 REVISION HISTORY ......................................................................................... 11 2 SUMMARY OF CHANGES ................................................................................ 12 2.1 Changes for Release 22.0 ...................................................................................... 12 2.2 Changes for Release 21.0 ...................................................................................... 12 2.3 Changes for Release 20.0, Document Version 1 .................................................... 13 2.4 Changes for Release 19.0 ...................................................................................... 14 2.5 Changes for Release 18.0 ...................................................................................... 15 3 ABOUT THIS GUIDE ......................................................................................... 16 4 GROUP ADMINISTRATOR TASKS AND RESPONSIBILITIES ........................ 17 5 PROFILE MENU ................................................................................................ 18 5.1 Access Group – Profile Menu ................................................................................. 19 5.2 Profile ..................................................................................................................... 20 5.2.1 Modify Group Profile ....................................................................................................... 20 5.3 Change Password .................................................................................................. 22 5.3.1 Change Your Password .................................................................................................. 22 5.4 Administrators ........................................................................................................ 23 5.4.1 List Administrators .......................................................................................................... 23 5.4.2 Add Administrators .......................................................................................................... 24 5.4.3 Modify or Delete Administrator ....................................................................................... 25 5.4.4 Set or Modify Group Policies for Group Administrator .................................................... 27 5.5 Announcement Repository ..................................................................................... 31 5.5.1 List Announcements ....................................................................................................... 32 5.5.2 Add Announcements....................................................................................................... 33 5.5.3 Modify Announcements .................................................................................................. 34 5.5.4 Delete Announcements................................................................................................... 35 5.6 Departments ........................................................................................................... 35 5.6.1 List Departments ............................................................................................................. 36 5.6.2 Add Departments ............................................................................................................ 37 5.6.3 Modify or Delete Department .......................................................................................... 38 5.7 Schedules .............................................................................................................. 39 5.7.1 List and Delete Schedules .............................................................................................. 39 5.7.2 View Schedule ................................................................................................................ 40 5.7.3 Add Schedule .................................................................................................................. 40 Mitel | iii Clearspan Application Server Group Web Interface Admin Guide Part 1 R22 5.7.4 Add Event ....................................................................................................................... 41 5.7.5 Modify Schedule ............................................................................................................. 43 5.8 Call Processing Policies ......................................................................................... 45 5.8.1 Configure Call Processing Policies ................................................................................. 45 5.9 Communication Barring Authorization Codes ......................................................... 51 5.9.1 List or delete Communication Barring Auth Codes ......................................................... 51 5.9.2 Add Communication Barring Authorization Code ........................................................... 52 5.9.3 Modify or Delete Communication Barring Authorization Code ....................................... 53 5.10 Dian Plan Policy .................................................................................................. 53 5.10.1 Add a Dial Plan Policy Access Code .............................................................................. 57 5.10.2 Modify a Dial Plan Policy Access Code .......................................................................... 58 5.11 Virtual On-Net Enterprise Extensions .................................................................. 58 5.11.1 List Virtual On-Net Users ................................................................................................ 60 5.11.2 Add a Virtual On-Net User .............................................................................................. 61 5.11.3 Add a Range of Virtual On-Net Users ............................................................................. 62 5.11.4 Modify or Delete a Virtual On-Net User .......................................................................... 63 5.12 Dialable Caller ID ................................................................................................ 63 5.12.1 View Dialable Caller ID Settings ..................................................................................... 64 5.12.2 Configure Dialable Caller ID Settings and Prioritize Entries ........................................... 65 5.12.3 Add Dialable Caller ID Criteria Entry .............................................................................. 66 5.12.4 Modify or Delete Dialable Caller ID Entry ....................................................................... 68 6 RESOURCES MENU ......................................................................................... 70 6.1 Access the Group – Resources Menu .................................................................... 72 6.2 Call Recording Platform .......................................................................................... 72 6.2.1 Select Call Recording Platform ....................................................................................... 72 6.3 Group Paging Targets Capacity ............................................................................. 73 6.3.1 View Group Paging Targets Capacity ............................................................................. 73 6.4 Identity/Device Endpoints ....................................................................................... 74 6.4.1 List Identity/Device Endpoints ......................................................................................... 74 6.5 Identity/Device Profiles ........................................................................................... 74 6.5.1 List Identity/Device Profile .............................................................................................. 75 6.5.2 Add Identity/Device Profile .............................................................................................. 76 6.5.3 Modify Identity/Device Profile ......................................................................................... 78 6.5.4 Delete Identity/Device Profile .......................................................................................... 91 6.6 Domains ................................................................................................................. 91 6.6.1 List Domains ................................................................................................................... 92 6.6.2 List Users Assigned to Domain ....................................................................................... 92 6.7 Network Classes of Service .................................................................................... 94 Mitel | iv Clearspan Application Server Group Web Interface Admin Guide Part 1 R22 6.7.1 List Network Classes of Service ..................................................................................... 94 6.7.2 List Assigned Users ........................................................................................................ 95 6.8 Enterprise Trunk Number Prefixes .......................................................................... 95 6.8.1 Display Enterprise Trunk Number Prefixes..................................................................... 95 6.9 Enterprise Trunk Number Ranges .......................................................................... 96 6.9.1 Display Enterprise Trunk Number Ranges ..................................................................... 96 6.10 Office Zones ........................................................................................................ 97 6.10.1 List Office Zones ............................................................................................................. 97 6.10.2 List Assigned Users ........................................................................................................ 98 6.11 Numbers ............................................................................................................. 98 6.11.1 List Assigned Numbers ................................................................................................... 99 6.11.2 Change Department Assignments of Numbers ............................................................ 100 6.12 Services ............................................................................................................ 100 6.12.1 List Services .................................................................................................................. 101 6.12.2 List Service Pack Details .............................................................................................. 102 6.13 Trunking Call Capacity ...................................................................................... 102 6.13.1 View Trunking Call Capacity ......................................................................................... 102 6.14 Session Admission Control Capacity ................................................................. 103 6.15 Activate Numbers .............................................................................................. 104 6.15.1 List Assigned Phone Numbers ..................................................................................... 105 6.15.2 Activate or Deactivate Assigned Phone Numbers ........................................................ 106 6.16 Assign Group Services ...................................................................................... 106 6.16.1 List Assigned Group Services ....................................................................................... 107 6.16.2 Assign or Unassign Group Services ............................................................................. 107 6.17 New User Services Template ............................................................................ 108 6.17.1 Assign or Unassign Service Packs or User Services ................................................... 108 6.18 Existing User Services ...................................................................................... 110 6.18.1 Assign or Unassign Service Packs or User Services ................................................... 110 6.18.2 View Service Usage ...................................................................................................... 111 6.19 IMRNs ............................................................................................................... 112 6.19.1 List IMRNs .................................................................................................................... 112 6.19.2 Assign IMRNs ............................................................................................................... 113 6.19.3 Unassign IMRNs ........................................................................................................... 114 7 SERVICES MENU ........................................................................................... 116 7.1.1 View Security Classification Customization .................................................................. 117 7.1.2 To select security classifications to use for the group, check the Enabled box in the rows of the security classifications to enable and uncheck the box in the rows of the security classifications to disable. ............................................................................................................. 120 Mitel | v Clearspan Application Server Group Web Interface Admin Guide Part 1 R22 7.2 Access the Group – Services Menu ...................................................................... 123 7.3 LDAP Integration .................................................................................................. 123 7.3.1 Turn On or Off ............................................................................................................... 123 7.4 Music/Video On Hold ............................................................................................ 124 7.4.1 List Music/Video On Hold Settings Entries ................................................................... 124 7.4.2 Add Music/Video On Hold Settings for Department ..................................................... 125 7.4.3 Modify Music/Video On Hold Settings for Group or Department .................................. 127 7.4.4 Delete Music/Video On Hold Settings for Department ................................................. 131 7.5 Pre-alerting Announcement .................................................................................. 132 7.6 Exchange Integration ............................................................................................ 133 7.7 Voice Messaging .................................................................................................. 133 7.7.1 Configure Voice Messaging .......................................................................................... 134 7.8 Voice Portal .......................................................................................................... 136 7.8.1 Configure Voice Portal .................................................................................................. 136 7.9 Clearspan Anywhere ............................................................................................ 139 7.9.1 Add a Clearspan Anywhere Portal ................................................................................ 140 7.9.2 Modify a Clearspan Anywhere Portal ........................................................................... 141 7.10 Clearspan Mobility ............................................................................................. 143 7.11 Custom Ringback Group ................................................................................... 144 7.11.1 Configure Custom Ringback Group .............................................................................. 145 7.12 Enterprise Trunk ................................................................................................ 146 7.12.1 View Enterprise Trunks ................................................................................................. 147 7.12.2 Create Enterprise Trunk................................................................................................ 147 7.12.3 Assigned Users ............................................................................................................. 154 7.12.4 Modify Enterprise Trunk ................................................................................................ 156 7.12.5 Delete Enterprise Trunk ................................................................................................ 158 7.13 Group Night Forwarding .................................................................................... 158 7.14 MWI Delivery to Mobile Endpoint ...................................................................... 159 7.14.1 View and Enable SMS Templates and Configure Sender Tag .................................... 160 7.14.2 Add MWI Delivery Custom Template ............................................................................ 160 7.14.3 Modify MWI Delivery Custom Template ....................................................................... 163 7.15 Polycom Phone Services .................................................................................. 164 7.16 Preferred Carrier Group .................................................................................... 165 7.16.1 List Preferred IntraLATA, InterLATA, and International Carriers for Group .................. 165 7.17 Series Completion ............................................................................................. 165 7.17.1 List Series Completion Groups ..................................................................................... 166 7.17.2 Add Series Completion Group ...................................................................................... 167 Mitel | vi Clearspan Application Server Group Web Interface Admin Guide Part 1 R22 7.17.3 Modify or Delete Series Completion Group .................................................................. 168 7.18 Third-Party Voice Mail Support .......................................................................... 169 7.18.1 Turn On or Off ............................................................................................................... 169 7.19 Session Admission Control Group ..................................................................... 170 7.19.1 View Session Admission Control Group ....................................................................... 170 7.19.2 Add Session Admission Control Group ........................................................................ 171 7.19.3 Modify or Delete Session Admission Control Group .................................................... 174 7.19.4 Delete Session Admission Control Group .................................................................... 176 8 SERVICE SCRIPTS MENU ............................................................................. 177 8.1 Access the Group – Service Scripts Menu ............................................................ 177 8.2 Configuration ........................................................................................................ 178 8.2.1 Enable or Disable Use of Script .................................................................................... 178 8.3 Load ..................................................................................................................... 179 8.3.1 Load CPL Script ............................................................................................................ 179 8.4 Logs ..................................................................................................................... 180 8.4.1 View or Clear Logs from CPL Script ............................................................................. 180 9 ACCOUNT/AUTHORIZATION CODES MENU ................................................ 181 9.1 Access Group – Account/Authorization Codes Menu............................................ 181 9.2 Administration....................................................................................................... 181 9.2.1 Identify Users for Account Code Usage ........................................................................ 182 9.2.2 Identify Users for Authorization Code Usage ............................................................... 183 9.3 Codes Management ............................................................................................. 185 9.3.1 View or Delete Account and Authorization Codes ........................................................ 185 9.3.2 Add Account and Authorization Codes ......................................................................... 186 10 CALL CENTER MENU .................................................................................. 187 11 CALLING PLAN MENU ................................................................................. 188 11.1 Access Group – Calling Plan Menu ................................................................... 189 11.2 Codes Management .......................................................................................... 189 11.2.1 List Codes for Group and Departments ........................................................................ 189 11.2.2 Add, Modify, or Delete Code for Group or Department ................................................ 190 11.3 Digit Strings ....................................................................................................... 191 11.3.1 List or Delete Digit Strings ............................................................................................ 191 11.3.2 Add Digit String ............................................................................................................. 192 11.3.3 Modify Digit String ......................................................................................................... 193 Mitel | vii Clearspan Application Server Group Web Interface Admin Guide Part 1 R22 11.4 Pinhole Digit Strings .......................................................................................... 194 11.4.1 List or Delete Pinhole Digit Strings ............................................................................... 194 11.4.2 Add Pinhole Digit String ................................................................................................ 195 11.4.3 Modify Pinhole Digit String ............................................................................................ 196 11.5 Transfer Numbers ............................................................................................. 197 11.5.1 List and Configure Transfer Numbers for Group and Departments ............................. 197 11.6 Incoming Calling Plan........................................................................................ 198 11.6.1 View and Configure Incoming Calling Plan for Group and Departments ..................... 198 11.7 Outgoing Calling Plan........................................................................................ 200 11.7.1 View and Configure Outgoing Calling Plan for Group and Departments ..................... 200 11.8 Outgoing Digit Plan ........................................................................................... 203 11.8.1 View and Configure Outgoing Digit Plan for Group and Departments ......................... 203 11.9 Outgoing Pinhole Digit Plan............................................................................... 206 11.9.1 List and Configure Outgoing Pinhole Digit Plan for Group and Departments .............. 206 12 MEET-ME CONFERENCING ....................................................................... 209 13 UTILITIES MENU .......................................................................................... 210 13.1 Access Group – Utilities Menu .......................................................................... 211 13.2 Common Phone List .......................................................................................... 211 13.2.1 List and Delete Common Phone Numbers ................................................................... 211 13.2.2 Add Common Phone Number ....................................................................................... 212 13.2.3 Modify Common Phone Number .................................................................................. 212 13.2.4 Import Phone List .......................................................................................................... 213 13.3 Custom Contact Directories............................................................................... 213 13.3.1 Add a Custom Contact Directory .................................................................................. 215 13.3.2 Modify a Custom Contact Directory .............................................................................. 216 13.4 Feature Access Codes ...................................................................................... 217 13.4.1 List, Add, Modify, or Delete Feature Access Codes or Speed Dial 100 Prefix ............. 217 13.5 Group Directory ................................................................................................. 230 13.5.1 List and Display Information for Phone Numbers in Group .......................................... 230 13.6 Enterprise Directory .......................................................................................... 233 13.6.1 List and Display Information for Phone Numbers in Enterprise .................................... 233 13.7 Inventory Report ................................................................................................ 236 13.7.1 Generate Inventory Report for Group ........................................................................... 236 13.8 Password Rules ................................................................................................ 238 13.8.1 List or Set Password Rules for Users ........................................................................... 238 Mitel | viii Clearspan Application Server Group Web Interface Admin Guide Part 1 R22 13.9 Passcode Rules ................................................................................................ 241 13.9.1 List or Set Passcode Rules for Users ........................................................................... 241 13.10 Configure Device ............................................................................................... 243 13.10.1 List Configurable Devices ......................................................................................... 243 13.10.2 Modify Configuration of Configurable Devices .......................................................... 244 13.11 Device Management Event Queues .................................................................. 249 13.11.1 View or Cancel In Progress and Pending Events ..................................................... 250 13.11.2 View Completed Events ............................................................................................ 251 13.11.3 View Completed Events ............................................................................................ 252 13.12 Extension Dialing .............................................................................................. 253 13.12.1 Configure Extension Length ...................................................................................... 253 13.13 Intercept Group ................................................................................................. 254 13.13.1 List Intercept Group Settings ..................................................................................... 254 13.14 LDAP Directory ................................................................................................. 257 13.14.1 Select LDAP Directory Type and Configure Group LDAP Directory ......................... 257 13.15 Verify Translation and Routing .......................................................................... 259 13.15.1 Run Test Calls ........................................................................................................... 259 13.16 Voice Portal Branding........................................................................................ 261 13.16.1 Select Greetings ........................................................................................................ 261 14 DEPARTMENT ADMINISTRATOR ............................................................... 262 14.1 Department Administrator Tasks and Responsibilities ....................................... 262 15 PROFILE MENU ........................................................................................... 263 15.1 Access Group – Profile Menu ............................................................................ 263 15.2 Access Procedures for Profile Menu Tasks ....................................................... 263 16 GROUP SERVICES MENU .......................................................................... 264 16.1 Access Group – Group Services Menu ............................................................. 265 16.2 Access Procedures for Group Services Menu Tasks ......................................... 265 17 UTILITIES MENU .......................................................................................... 266 17.1 Access the Group – Utilities Menu..................................................................... 267 17.2 Access Procedures for Utilities Menu Tasks Access the Group – Utilities Menu 267 Mitel | ix Clearspan Application Server Group Web Interface Admin Guide Part 1 R22 18 ACRONYMS AND ABBREVIATIONS ........................................................... 268 19 INDEX ........................................................................................................... 299 Mitel | x