UCx 2.

UCx SRG Administration Guide

May 30, 2012

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Copyright 2011 E-Metrotel Global Inc.

UCx 2.1

Table of Contents
SRG - Introduction _____________________________________________________________________ 4 SRG Key Benefits ____________________________________________________________________ 4 SRG Operation ______________________________________________________________________ 4 SRG - Configuring Nortel IP Phones _______________________________________________________ 6 Configuring Survivability Options __________________________________________________________ 7 Configuring Main Office Route Prefix _______________________________________________________ 9 Configuring Phones for Survivability Mode __________________________________________________ 10 Configuring SIP Trunk to Main Office ______________________________________________________ 12 Configuring Outbound Route to Main Office _________________________________________________ 14 Configuring Inbound Routes from Main Office _______________________________________________ 16

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Copyright 2011 E-Metrotel Global Inc.

UCx 2.1 This guide provides information about how to install, configure and administer the UC x SRG Add-on Module. The intended audience for this guide is the system administrator of a UCx SRG system. SRG - Introduction SRG Key Benefits SRG Operation SRG - Configuring Nortel IP Phones Configuring Survivability Options Configuring Main Office Route Prefix Configuring Phones for Survivability Mode Configuring SIP Trunk to Main Office Configuring Outbound Route to Main Office Configuring Inbound Routes from Main Office

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UCx 2.1

SRG - Introduction
UCx Survivable Remote Gateway (UCx SRG) Add-on Module can be used to seamlessly extend services and applications of a larger system at a headquarter site such as a Succession 1000 (CS1000) to remote branch offices while ensuring that advanced features are available to users at the remote branch offices in the event of WAN/IP network performance issues or a connectivity failure to the main office. SRG Key Benefits SRG Operation

SRG Key Benefits

UCx SRG offers the following benefits: High WAN availability and survivability (ensures that services are available to Nortel IP terminals in the event of WAN or centralized call server failure) Advanced feature set and call processing for users at remote sites/branch offices in the event of main office connectivity failures E911 support (ensures that emergency personnel will have the information they need to respond quickly to the correct location) Consistent features and applications (facilitates effective communications between employees regardless of their physical location via coordinated dial plans) Support for remote workers (allows businesses to reduce costs and retain valued employees) Enables local PSTN access

SRG Operation
The UCx SRG system is considered the branch office and the Succession 1000 (CS1000) is considered the main office. All phones at the branch office are configured to connect to the UCx SRG system. Nortel IP phones with the UNISTIM firmware (not with the SIP firmware) can be configured in the UC x Web-based Configuration Utility to use the SRG mode (survivable mode). The following modes of operation are available for phones at the branch office: Normal mode (phones configured to use the survivable mode are registered with the main office system) Local mode (phones configured to use the survivable mode are registered with the UCx SRG system) In the Normal mode, Nortel IP phones connected to the same subnet as UC x SRG are registered to the main office call server through the WAN IP connection. Call processing, dialing plan and all other features are provided by the call server located at main headquarter site. When 911 is dialed from a phone in the Normal mode, the call is routed over the PSTN trunk at the phone's branch office.

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UCx 2.1 In the Local mode, phones at the branch office are registered as extensions on the UC x SRG system. Advanced features provided by UCx SRG are available to phones in the Local mode. Dialing main office extensions from Local mode phones is possible over IP trunks (if connectivity to the main office is available) or using the local PSTN gateway. Local PSTN trunk(s) provided with UC x SRG can be used to make outgoing calls to the main office, to call external numbers and to dial 911 in emergency situations. While in the Local Mode, Nortel IP phones configured to use the survivable mode provide Local Mode status indication on their display. The UCx SRG system sends regular "heartbeat" messages to the main office call server to monitor the IP WAN connectivity health. When a phone configured to use the survivable mode connects to the UC x SRG system, the system decides if the phone should use the Normal or Local mode based on the connectivity to the main office call server and configurable SRG options. If connectivity to the main office is restored and the configurable SRG options allow the use of the Normal mode, all phones in the Local mode are switched to the Normal mode (redirected to the main office) as soon as the phones are idle.

Note: Only Nortel IP phones with the UNISTIM firmware can be configured to use the survivable mode. All other phone types (SIP phones, analog phones, Nortel digital phones) always operate as local extensions of the UCx SRG system.

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Copyright 2011 E-Metrotel Global Inc.

UCx 2.1

SRG - Configuring Nortel IP Phones

No special configuration is required for Nortel IP phones that are to be used in the survivable mode. These phones should be configured according to the section Configuring Nortel IP Phones in the UCx Administration Guide. Both server entries (S1 and S2 values) must be configured with the IP address of the UCx SRG system.

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Copyright 2011 E-Metrotel Global Inc.

UCx 2.1

Configuring Survivability Options

To enable the SRG functionality of your UCx system, you must configure survivability options. At the minimum, you must configure the following settings: Enable the SRG Mode Specify the Primary Main Office Address (IP address or domain name) We also recommend that you review and configure the following settings that define the behavior of the UC x system when the connectivity with the main system is compromised to suite your needs: Define the Lost Connection Count and Lost Connection Period values (losing the connectivity with the main office at least "lost connection count" times during the "lost connection period" indicates an unstable connection) Define the Suspend Duration (the amount of time for which the SRG Mode is to be suspended when the connection is unstable) To configure survivability options, perform the following steps: 1. Open the UCx Web-based Configuration Utility 2. From the PBX tab, select PBX Configuration 3. From the left side column, select Survivability Options 4. Set the SRG Mode option to Enabled 5. In the Primary Main Office Address field, enter the IP address of the fully qualified domain name of the primary main office server 6. In the Primary Main Office Port field, enter the port number used by the primary main office server for communication with Nortel IP phones 7. In the Secondary Main Office Address field, enter the IP address of the fully qualified domain name of the secondary main office server 8. In the Secondary Main Office Port field, enter the port number used by the secondary main office server for communication with Nortel IP phones 9. If you want the SRG mode to be suspended when the connection to the main office server(s) becomes unstable, enter values in the Lost Connection Count, Lost Connection Period and Suspend Duration field that suit your needs 10. Press the Submit Changes button to save the configuration

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UCx 2.1

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UCx 2.1

Configuring Main Office Route Prefix

Once Nortel IP phones are redirected by the UCx system to a main office server (to operate in the SRG Normal Mode), calls received by the UCx system from PSTN trunks for extensions associated with these phones must be forwarded to the main office server. To automatically configure forwarding of PSTN calls, an outbound route from the UCx system to the main office server must be defined and the prefix used by this route must be configured as the Main Office Route Prefix. To configure the prefix used by the outbound route to the main office server, perform the following steps: 1. Open the UCx Web-based Configuration Utility 2. From the PBX tab, select PBX Configuration 3. From the left side column, select Nortel Settings 4. Scroll all the way down to locate the Survivability Options section of the configuration page 5. In the Main Office Route Prefix field, enter the prefix of the outbound route to the main office server 6. Press the Submit Changes button to save the configuration

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UCx 2.1

Configuring Phones for Survivability Mode

By default, Nortel IP phones are configured to operate in the Normal Mode (i.e., registered with the main office server) when the SRG Mode is enabled. You can use the Survivability Options section of the Edit Nortel Device configuration page to Change the default configuration to force certain phones to operate in the Local Mode (registered with the UCx system) Specify the main office terminal number and node ID for the phone To configure survivability options for a specific Nortel IP phone, perform the following steps: 1. Open the UCx Web-based Configuration Utility 2. From the PBX tab, select PBX Configuration 3. From the left side column, select Nortel Phones 4. From the list of extensions on the right side, select the extension that you want to configure 5. Scroll down to locate the Survivability Options section of the configuration page 6. In the SRG Mode field, select the mode in which the phone will operate when the SRG Mode is enabled 7. If the phone will be used in Normal mode, enter the terminal number assigned to the phone on the main office server in the Main Office TN field 8. If the phone will be used in Normal mode, enter the node ID on the main office server in the Main Office Node ID field 9. Press the Submit Changes button to save the configuration

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UCx 2.1

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UCx 2.1

Configuring SIP Trunk to Main Office

Routing of calls between the UCx SRG system and the main office call server is done over SIP trunks. Therefore, a SIP trunk must be properly configured on both systems. To configure the SIP trunk to the main office call server on the UCx SRG system, perform the following steps: 1. Open the UCx Web-based Configuration Utility 2. From the PBX tab, select PBX Configuration 3. From the left side column, select Trunks 4. On the Add a Trunk page, which presents available trunk types, select the Add SIP Trunk link 5. On the Add SIP Trunk page, enter the name you want to use for the trunk in the Trunk Name field 6. Fill in all trunk specific parameters. You must configure at least the following fields: Outgoing Settings - Trunk Name (a unique name of the outbound trunk) Outgoing Settings - Peer Details (host, type, trunk, qualify, context) Incoming Settings - User Context (a unique name of the incoming context) Incoming Settings - User Details (context) 7. Press the Submit Changes button to create the SIP trunk

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UCx 2.1

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UCx 2.1

Configuring Outbound Route to Main Office

To route calls received by the UCx SRG system from PSTN trunks to phones registered in the Normal mode with the main office call server (or for calls from phones in Local mode or with the Always Local configuration to phones registered in the Normal mode), you must configure an outbound route that uses the SIP trunk to the main office call server. To add an outbound route to the main office call server, perform the following steps: 1. Open the UCx Web-based Configuration Utility 2. From the PBX tab, select PBX Configuration 3. From the left side column, select Outbound Routes 4. On the Add Route page, enter a name for the route in the Route Name field 5. In the Dial Patterns section, define a dial pattern with the Main Office Route Prefix you configured earlier in the prefix field (the second field) and a period on the match pattern field (the third field) 6. Select the SIP trunk to the main office call server you configured earlier in the Trunk Sequence for Matched Routes section 7. Press the Submit Changes button to save the outbound route

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UCx 2.1

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UCx 2.1

Configuring Inbound Routes from Main Office

In order to send calls received by the UCx SRG system to appropriate destinations (to extensions, ring groups, auto-attendant, IVR, queues, etc.), you must configure one or more inbound routes. You should configure at least the following routes: Routes for UCx extensions called from the main office call server A route for emergency calls from phones registered in the Normal mode with the main office call server that will send these calls to local PSTN trunks The configuration of inbound routes is usually specific for each system. Please follow the instructions in the Adding Inbound Routes section of the UCx Administration Guide.

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Copyright 2011 E-Metrotel Global Inc.