Fonality Installation Guide
Table of contents
Combined revision comparison
This installation guide serves to make the installation process of a premises server as easy and simple as possible. Please follow the guide carefully, and take note of all warnings and "NOTES", such as the one directly below:
NOTE: Although this guide focuses primarily on premises phone systems, some general guidelines can also pertain to Connect users, as well. For the Connect Installation guide, please see this article.
{{ page.toc }}
Installing the server
To install the Fonality server simply plug in the power and network cables, as well as a keyboard and monitor, and power on the server. It is advisable to use a static IP address for the PBX server - this ensures maximum reliability between the IP phones and the phone system.
NOTE: For best performance, Fonality recommends connecting the PBXtra on the same LAN segment as the location where the majority of the IP phones will be installed; the phones should use the same IP Address subnet if possible. Although it is possible to connect the PBXtra on its own independent network or Internet provider, it is recommended only to do so if there is an individual available who has a good understanding of the local network infrastructure.
Once the server has powered on (this may take anywhere from two to five minutes), login with the following credentials:
username: ip password: ip
At the next menu, select the option for "Set IP Address". Follow the setup wizard steps until the server will eventually need to be restarted.
Once the server has restarted, it is safe to unplug the keyboard and monitor. To verify that the server's IP address and DNS have been set up properly, please navigate to http://cp.fonality.com and login with the credentials provided by Fonality; these credentials are sent via email when the system is provisioned by Fonality. The credentials will appear as something like this:
username: admin998732 password: $om3th1ng!!#
NOTE: If an error message appears, it means that the server cannot connect to the Fonality datacenter via the internet. For network troubleshooting, please see this helpful article. Additional troubleshooting steps can be found here.
In order to guarantee reliable phone service, please set up the PBX server to be the primary DNS on the network. In some cases, a DNS server might already be present on the local network; in these instances, the DNS server may be used as a secondary address if necessary, but it is highly recommended that the Fonality PBX is set to be the primary DNS.
NOTE: Windows Active Directory has been known to cause issues with allowing phones to register as it is required to keep the WAD server as the primary DNS. To avoid this, the Windows AD server should be set with a secondary address pool. Once set, all of the IP addresses of the phones and the PBX can be placed into this resource pool. The address pool can then be instructed to use PBXtra as the primary DNS.
For computers using HUD or softphones, simply change the DNS name in the softphone or HUD settings to use the internal IP address of PBXtra as the server rather than the sNNNNx.pbxtra.fonality.com FQDN address.
Installing the phones
Once a successful login is accomplished at http://cp.fonality.com, it is safe to unpack and install the IP phones onto the local network.
All IP phones provided by Fonailty are set up to automatically connect to the server upon boot up. Note that while it is advised that the server have a static IP address, it is best that the IP phones use DHCP. Allow the phone a few moments to boot up completely, then place a test call by picking up the handset and dialing "0". A voice prompt should play that says "Thank you for calling". Phone registration can also be verified by logging into http://cp.fonality.com and navigating to the Users -> Extension Status section.
If the phones experience any issues registering to the PBX, please refer to this helpful article.
Remote users
In some cases, users may need to work from a location outside of the local network. It is best to first verify that the phones assigned to those users are registered to the server by plugging in the phone to the local network and testing its functionality while on site. Once functionality has been established, it is safe to send the phone to the remote location.
WARNING
In order to implement remote users, the local network must forward the following ports to the internal IP address of the PBX:
UDP 10000-20000, 5060
These ports must also be open at the remote location. Note that while the ports must be forwarded to the PBX, the remote site's firewall must simply allow outbound VoIP traffic on these ports.
For further information regarding remote users implementation and troubleshooting, please refer to this helpful article.
Installing phone service
Now that the server and phones have been installed and verified, the next step is to install and verify the trunking for the phone system.
Analog lines
Analog lines need to be connected in reverse hunting order, meaning the busiest line should be placed in the highest port numbers. The Fonality PBX server will dial out from the lowest port numbers first. By connecting the analog lines in a reverse hunting order, it effectively avoids attempting an outbound call while an inbound call is ringing in on the same line.
For more information regarding analog line installation and troubleshooting, please refer to this helpful article.
T1/PRI Lines
A PRI turnup can be a complicated process if one is not familiar with the process. It is typically recommended to have a Fonality Customer Support representative or Installation Engineer on the phone to avoid any pitfalls that may be experienced. Prior to installation of a PRI line, please be sure to have the telephone line provider test the circuit for proper set up and connectivity.
For more information regarding T1/PRI installation and troubleshooting, please refer to this helpful article.
VoIP Lines
Setting up a VoIP provider is a fairly straightforward process. Simply log into the Fonality Web Admin Panel at http://cp.fonality.com and navigate to the Options -> VoIP section. Here, multiple VoIP provider accounts can be set up. All information required to set up the account on the PBX will be provided by trunking provider. Fonality has created default profiles for several of the more popular providers, which require a very minimal amount of additional information to register; other carriers may also be set up here even if there is not a default profile created.
For more information regarding VoIP installation and troubleshooting, please refer to this helpful article.
Configuring outbound dialing
In order to place calls out of the phone system, dial plans will need to be established. To configure dial plans, log into http://cp.fonality.com and navigate to the Options -> Dial Plan section.
The dial plans found here have been created with the intention that they cover most general methods of placing outbound calls. New dial plans can be created by enterting the require dinformation and then clicking the "Add Dial Plan" button below. An explanation of the various options follow:
Dial String: the phone numbers that can be dialed. Note that a new plan needs to be made for a particular number of digits that may be dialed (i.e.: 7-digit dialing vs 10-digit dialing)
Name: simply a way of identifying the particular dial string. Not required, but handy to tell one dial plan apart from others easily.
Type: an organizational nomer only; used to determine how a dial string is being used (long distance. local, etc.)
Route: the trunks used and in which order they are to be used; "1st" is required so that the system knows how to handle the call for the particular dial string, but "2nd" and "3rd" are only needed if there are more than one trunking service is installed on the server.
Strip Digits: how many digits to strip from the dialed number to send to the PSTN. Be default, users place outbound calls by dialing 9 + XXX-XXX-XXXX. The dial tone provider does not need the "9" digit, however, so the system by default is set to "1" to get rid of that digit before sending the dialed number to the PSTN.
Prepend: this determines what digits should be prepended to the outgoing dialed number. This is optional and is not required to create a valid dial plan.
Toll Restriction: sets the system to allow only particular users access to certain dial plans. This is particularly effective against allowing users to utilize expensive dial plans such as internation or long distance.
Note that once any changes are made to the dial plans on the Options -> Dial Plan page, the phones will need to be restarted to take advantage of the new settings. For any assistance in this matter, please contact the Fonality Customer Support team.
Configuring inbound calls
Although not all companies prefer to use an inbound call menu, the option is available for those who would like to utilize its functionality. By configuring the call menus here, one can determine the paths taken by inbound calls whether it is direct to user extensions, entering queues, or joining a conference bridge.
Please see some various examples below:
Route by business hours to receptionist
Route by keypress options
Route by number dialed
Once the inbound dialing routes are set up, the system is ready to go!
How to contact Fonality Customer Support
If for any reason any issues arise that need to be addressed by Fonality Customer Support, there are several ways to contact the team.
Call Support
Please call the Fonality Customer Support team at 866.366.2548. Be sure to have the server ID of the server in question handy, and be prepared to take down any ticket numbers that the support representative might provide.
Email Support
Log into the Web Admin Panel at http://cp.fonality.com and navigate to the bottom right of the screen. Here, click on the big orange question mark, then click on "submit a ticket" in the panel that opens to the right. In the pop up that appears, fill in all relevant information and click "submit" to send the ticket to the Fonality Customer Support team.
Call Professional Services Installation
If installation time with the Fonality Professional Services team was purchased with the system, please feel free to call 877.366.2548 x6215 to schedule an appointment. Likewise, one may also open a ticket by sending an email to ps@fonality.com and one of the team members will reach out shortly.
Version from 23:00, 12 Apr 2012
This installation guide serves to make the installation process of a premises server as easy and simple as possible. Please follow the guide carefully, and take note of all warnings and "NOTES", such as the one directly below:
NOTE: Although this guide focuses primarily on premises phone systems, some general guidelines can also pertain to Connect users, as well. For the Connect Installation guide, please see this article.
{{ page.toc }}
Installing the server
To install the Fonality server simply plug in the power and network cables, as well as a keyboard and monitor, and power on the server. It is advisable to use a static IP address for the PBX server - this ensures maximum reliability between the IP phones and the phone system.
NOTE: For best performance, Fonality recommends connecting the PBXtra on the same LAN segment as the location where the majority of the IP phones will be installed; the phones should use the same IP Address subnet if possible. Although it is possible to connect the PBXtra on its own independent network or Internet provider, it is recommended only to do so if there is an individual available who has a good understanding of the local network infrastructure.
Once the server has powered on (this may take anywhere from two to five minutes), login with the following credentials:
username: ip password: ip
At the next menu, select the option for "Set IP Address". Follow the setup wizard steps until the server will eventually need to be restarted.
Once the server has restarted, it is safe to unplug the keyboard and monitor. To verify that the server's IP address and DNS have been set up properly, please navigate to http://cp.fonality.com and login with the credentials provided by Fonality; these credentials are sent via email when the system is provisioned by Fonality. The credentials will appear as something like this:
username: admin998732 password: $om3th1ng!!#
NOTE: If an error message appears, it means that the server cannot connect to the Fonality datacenter via the internet. For network troubleshooting, please see this helpful article.
In order to guarantee reliable phone service, please set up the PBX server to be the primary DNS on the network. In some cases, a DNS server might already be present on the local network; in these instances, the DNS server may be used as a secondary address if necessary, but it is highly recommended that the Fonality PBX is set to be the primary DNS.
NOTE: Windows Active Directory has been known to cause issues with allowing phones to register as it is required to keep the WAD server as the primary DNS. To avoid this, the Windows AD server should be set with a secondary address pool. Once set, all of the IP addresses of the phones and the PBX can be placed into this resource pool. The address pool can then be instructed to use PBXtra as the primary DNS.
For computers using HUD or softphones, simply change the DNS name in the softphone or HUD settings to use the internal IP address of PBXtra as the server rather than the sNNNNx.pbxtra.fonality.com FQDN address.
Installing the phones
Once a successful login is accomplished at http://cp.fonality.com, it is safe to unpack and install the IP phones onto the local network.
All IP phones provided by Fonailty are set up to automatically connect to the server upon boot up. Note that while it is advised that the server have a static IP address, it is best that the IP phones use DHCP. Allow the phone a few moments to boot up completely, then place a test call by picking up the handset and dialing "0". A voice prompt should play that says "Thank you for calling". Phone registration can also be verified by logging into http://cp.fonality.com and navigating to the Users -> Extension Status section.
If the phones experience any issues registering to the PBX, please refer to this helpful article.
Remote users
In some cases, users may need to work from a location outside of the local network. It is best to first verify that the phones assigned to those users are registered to the server by plugging in the phone to the local network and testing its functionality while on site. Once functionality has been established, it is safe to send the phone to the remote location.
WARNING
In order to implement remote users, the local network must forward the following ports to the internal IP address of the PBX:
UDP 10000-20000, 5060
These ports must also be open at the remote location. Note that while the ports must be forwarded to the PBX, the remote site's firewall must simply allow outbound VoIP traffic on these ports.
For further information regarding remote users implementation and troubleshooting, please refer to this helpful article.
Installing phone service
Now that the server and phones have been installed and verified, the next step is to install and verify the trunking for the phone system.
Analog lines
Analog lines need to be connected in reverse hunting order, meaning the busiest line should be placed in the highest port numbers. The Fonality PBX server will dial out from the lowest port numbers first. By connecting the analog lines in a reverse hunting order, it effectively avoids attempting an outbound call while an inbound call is ringing in on the same line.
For more information regarding analog line installation and troubleshooting, please refer to this helpful article.
T1/PRI Lines
A PRI turnup can be a complicated process if one is not familiar with the process. It is typically recommended to have a Fonality Customer Support representative or Installation Engineer on the phone to avoid any pitfalls that may be experienced. Prior to installation of a PRI line, please be sure to have the telephone line provider test the circuit for proper set up and connectivity.
For more information regarding T1/PRI installation and troubleshooting, please refer to this helpful article.
VoIP Lines
Setting up a VoIP provider is a fairly straightforward process. Simply log into the Fonality Web Admin Panel at http://cp.fonality.com and navigate to the Options -> VoIP section. Here, multiple VoIP provider accounts can be set up. All information required to set up the account on the PBX will be provided by trunking provider. Fonality has created default profiles for several of the more popular providers, which require a very minimal amount of additional information to register; other carriers may also be set up here even if there is not a default profile created.
For more information regarding VoIP installation and troubleshooting, please refer to this helpful article.
Configuring outbound dialing
In order to place calls out of the phone system, dial plans will need to be established. To configure dial plans, log into http://cp.fonality.com and navigate to the Options -> Dial Plan section.
The dial plans found here have been created with the intention that they cover most general methods of placing outbound calls. New dial plans can be created by enterting the require dinformation and then clicking the "Add Dial Plan" button below. An explanation of the various options follow:
Dial String: the phone numbers that can be dialed. Note that a new plan needs to be made for a particular number of digits that may be dialed (i.e.: 7-digit dialing vs 10-digit dialing)
Name: simply a way of identifying the particular dial string. Not required, but handy to tell one dial plan apart from others easily.
Type: an organizational nomer only; used to determine how a dial string is being used (long distance. local, etc.)
Route: the trunks used and in which order they are to be used; "1st" is required so that the system knows how to handle the call for the particular dial string, but "2nd" and "3rd" are only needed if there are more than one trunking service is installed on the server.
Strip Digits: how many digits to strip from the dialed number to send to the PSTN. Be default, users place outbound calls by dialing 9 + XXX-XXX-XXXX. The dial tone provider does not need the "9" digit, however, so the system by default is set to "1" to get rid of that digit before sending the dialed number to the PSTN.
Prepend: this determines what digits should be prepended to the outgoing dialed number. This is optional and is not required to create a valid dial plan.
Toll Restriction: sets the system to allow only particular users access to certain dial plans. This is particularly effective against allowing users to utilize expensive dial plans such as internation or long distance.
Note that once any changes are made to the dial plans on the Options -> Dial Plan page, the phones will need to be restarted to take advantage of the new settings. For any assistance in this matter, please contact the Fonality Customer Support team.
Configuring inbound calls
Although not all companies prefer to use an inbound call menu, the option is available for those who would like to utilize its functionality. By configuring the call menus here, one can determine the paths taken by inbound calls whether it is direct to user extensions, entering queues, or joining a conference bridge.
Please see some various examples below:
Route by business hours to receptionist
Route by keypress options
Route by number dialed
Once the inbound dialing routes are set up, the system is ready to go!
How to contact Fonality Customer Support
If for any reason any issues arise that need to be addressed by Fonality Customer Support, there are several ways to contact the team.
Call Support
Please call the Fonality Customer Support team at 866.366.2548. Be sure to have the server ID of the server in question handy, and be prepared to take down any ticket numbers that the support representative might provide.
Email Support
Log into the Web Admin Panel at http://cp.fonality.com and navigate to the bottom right of the screen. Here, click on the big orange question mark, then click on "submit a ticket" in the panel that opens to the right. In the pop up that appears, fill in all relevant information and click "submit" to send the ticket to the Fonality Customer Support team.
Call Professional Services Installation
If installation time with the Fonality Professional Services team was purchased with the system, please feel free to call 877.366.2548 x6215 to schedule an appointment. Likewise, one may also open a ticket by sending an email to ps@fonality.com and one of the team members will reach out shortly.
Current version
This installation guide serves to make the installation process of a premises server as easy and simple as possible. Please follow the guide carefully, and take note of all warnings and "NOTES", such as the one directly below:
NOTE: Although this guide focuses primarily on premises phone systems, some general guidelines can also pertain to Connect users, as well. For the Connect Installation guide, please see this article.
{{ page.toc }}
Installing the server
To install the Fonality server simply plug in the power and network cables, as well as a keyboard and monitor, and power on the server. It is advisable to use a static IP address for the PBX server - this ensures maximum reliability between the IP phones and the phone system.
NOTE: For best performance, Fonality recommends connecting the PBXtra on the same LAN segment as the location where the majority of the IP phones will be installed; the phones should use the same IP Address subnet if possible. Although it is possible to connect the PBXtra on its own independent network or Internet provider, it is recommended only to do so if there is an individual available who has a good understanding of the local network infrastructure.
Once the server has powered on (this may take anywhere from two to five minutes), login with the following credentials:
username: ip password: ip
At the next menu, select the option for "Set IP Address". Follow the setup wizard steps until the server will eventually need to be restarted.
Once the server has restarted, it is safe to unplug the keyboard and monitor. To verify that the server's IP address and DNS have been set up properly, please navigate to http://cp.fonality.com and login with the credentials provided by Fonality; these credentials are sent via email when the system is provisioned by Fonality. The credentials will appear as something like this:
username: admin998732 password: $om3th1ng!!#
NOTE: If an error message appears, it means that the server cannot connect to the Fonality datacenter via the internet. For network troubleshooting, please see this helpful article. Additional troubleshooting steps can be found here.
In order to guarantee reliable phone service, please set up the PBX server to be the primary DNS on the network. In some cases, a DNS server might already be present on the local network; in these instances, the DNS server may be used as a secondary address if necessary, but it is highly recommended that the Fonality PBX is set to be the primary DNS.
NOTE: Windows Active Directory has been known to cause issues with allowing phones to register as it is required to keep the WAD server as the primary DNS. To avoid this, the Windows AD server should be set with a secondary address pool. Once set, all of the IP addresses of the phones and the PBX can be placed into this resource pool. The address pool can then be instructed to use PBXtra as the primary DNS.
For computers using HUD or softphones, simply change the DNS name in the softphone or HUD settings to use the internal IP address of PBXtra as the server rather than the sNNNNx.pbxtra.fonality.com FQDN address.
Installing the phones
Once a successful login is accomplished at http://cp.fonality.com, it is safe to unpack and install the IP phones onto the local network.
All IP phones provided by Fonailty are set up to automatically connect to the server upon boot up. Note that while it is advised that the server have a static IP address, it is best that the IP phones use DHCP. Allow the phone a few moments to boot up completely, then place a test call by picking up the handset and dialing "0". A voice prompt should play that says "Thank you for calling". Phone registration can also be verified by logging into http://cp.fonality.com and navigating to the Users -> Extension Status section.
If the phones experience any issues registering to the PBX, please refer to this helpful article.
Remote users
In some cases, users may need to work from a location outside of the local network. It is best to first verify that the phones assigned to those users are registered to the server by plugging in the phone to the local network and testing its functionality while on site. Once functionality has been established, it is safe to send the phone to the remote location.
WARNING
In order to implement remote users, the local network must forward the following ports to the internal IP address of the PBX:
UDP 10000-20000, 5060
These ports must also be open at the remote location. Note that while the ports must be forwarded to the PBX, the remote site's firewall must simply allow outbound VoIP traffic on these ports.
For further information regarding remote users implementation and troubleshooting, please refer to this helpful article.
Installing phone service
Now that the server and phones have been installed and verified, the next step is to install and verify the trunking for the phone system.
Analog lines
Analog lines need to be connected in reverse hunting order, meaning the busiest line should be placed in the highest port numbers. The Fonality PBX server will dial out from the lowest port numbers first. By connecting the analog lines in a reverse hunting order, it effectively avoids attempting an outbound call while an inbound call is ringing in on the same line.
For more information regarding analog line installation and troubleshooting, please refer to this helpful article.
T1/PRI Lines
A PRI turnup can be a complicated process if one is not familiar with the process. It is typically recommended to have a Fonality Customer Support representative or Installation Engineer on the phone to avoid any pitfalls that may be experienced. Prior to installation of a PRI line, please be sure to have the telephone line provider test the circuit for proper set up and connectivity.
For more information regarding T1/PRI installation and troubleshooting, please refer to this helpful article.
VoIP Lines
Setting up a VoIP provider is a fairly straightforward process. Simply log into the Fonality Web Admin Panel at http://cp.fonality.com and navigate to the Options -> VoIP section. Here, multiple VoIP provider accounts can be set up. All information required to set up the account on the PBX will be provided by trunking provider. Fonality has created default profiles for several of the more popular providers, which require a very minimal amount of additional information to register; other carriers may also be set up here even if there is not a default profile created.
For more information regarding VoIP installation and troubleshooting, please refer to this helpful article.
Configuring outbound dialing
In order to place calls out of the phone system, dial plans will need to be established. To configure dial plans, log into http://cp.fonality.com and navigate to the Options -> Dial Plan section.
The dial plans found here have been created with the intention that they cover most general methods of placing outbound calls. New dial plans can be created by enterting the require dinformation and then clicking the "Add Dial Plan" button below. An explanation of the various options follow:
Dial String: the phone numbers that can be dialed. Note that a new plan needs to be made for a particular number of digits that may be dialed (i.e.: 7-digit dialing vs 10-digit dialing)
Name: simply a way of identifying the particular dial string. Not required, but handy to tell one dial plan apart from others easily.
Type: an organizational nomer only; used to determine how a dial string is being used (long distance. local, etc.)
Route: the trunks used and in which order they are to be used; "1st" is required so that the system knows how to handle the call for the particular dial string, but "2nd" and "3rd" are only needed if there are more than one trunking service is installed on the server.
Strip Digits: how many digits to strip from the dialed number to send to the PSTN. Be default, users place outbound calls by dialing 9 + XXX-XXX-XXXX. The dial tone provider does not need the "9" digit, however, so the system by default is set to "1" to get rid of that digit before sending the dialed number to the PSTN.
Prepend: this determines what digits should be prepended to the outgoing dialed number. This is optional and is not required to create a valid dial plan.
Toll Restriction: sets the system to allow only particular users access to certain dial plans. This is particularly effective against allowing users to utilize expensive dial plans such as internation or long distance.
Note that once any changes are made to the dial plans on the Options -> Dial Plan page, the phones will need to be restarted to take advantage of the new settings. For any assistance in this matter, please contact the Fonality Customer Support team.
Configuring inbound calls
Although not all companies prefer to use an inbound call menu, the option is available for those who would like to utilize its functionality. By configuring the call menus here, one can determine the paths taken by inbound calls whether it is direct to user extensions, entering queues, or joining a conference bridge.
Please see some various examples below:
Route by business hours to receptionist
Route by keypress options
Route by number dialed
Once the inbound dialing routes are set up, the system is ready to go!
How to contact Fonality Customer Support
If for any reason any issues arise that need to be addressed by Fonality Customer Support, there are several ways to contact the team.
Call Support
Please call the Fonality Customer Support team at 866.366.2548. Be sure to have the server ID of the server in question handy, and be prepared to take down any ticket numbers that the support representative might provide.
Email Support
Log into the Web Admin Panel at http://cp.fonality.com and navigate to the bottom right of the screen. Here, click on the big orange question mark, then click on "submit a ticket" in the panel that opens to the right. In the pop up that appears, fill in all relevant information and click "submit" to send the ticket to the Fonality Customer Support team.
Call Professional Services Installation
If installation time with the Fonality Professional Services team was purchased with the system, please feel free to call 877.366.2548 x6215 to schedule an appointment. Likewise, one may also open a ticket by sending an email to ps@fonality.com and one of the team members will reach out shortly.