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Wave ISM 1.5

ConfigurationWave IP

QuickStart

Wave IP Configuration QuickStart Release 1.5

February 2009

© 2009 by Vertical Communications, Inc. All rights reserved.

Vertical Communications and the Vertical Communications logo and combinations thereof and Vertical ViewPoint, Wave Contact Center, Wave Global Administrator, and Wave IP 2500 are trademarks and TeleVantage is a registered trademarks of Vertical Communications, Inc. All other brand and product names are used for identification only and are the property of their respective holders.

LIMIT OF LIABILITY/DISCLAIMER OF WARRANTY

Vertical Communications, Inc. makes no representation or warranties with respect to the accuracy or completeness of the content of this publication and specifically disclaims any implied warranty of merchantability or fitness for any particular purpose, and shall not be liable for any loss of profit or any other commercial damage, including but not limited to, special, incidental, or consequential.

COPYRIGHT STATEMENT

This publication contains proprietary and confidential information of Vertical Communications, Inc. The contents of this document may not be disclosed, copied or translated by third parties, in any form, or by any means known, or not now known or conceived, without prior explicit written permission from Vertical Communications, Inc.

Vertical Communications, Inc. reserves the right to revise this publication and to make changes in content without notice.


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R e v i s i o n H i s t o r y

Release Date Documentation Changes Page No.

1.5 02/09 Initial Release ---


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Release 1.5

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Contents

Contents

Chapter 1 Wave IP Configuration Best Practices

Information gathering - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 1-1

Testing in a lab environment - - - - - - - - - - - - - - - - - - - - - - - - 1-2

Using the configuration tools - - - - - - - - - - - - - - - - - - - - - - - - 1-3Using the Wave Installation Wizard - - - - - - - - - - - - - - - - - - - - - - - - - - 1-3Using the Wave Resource Management Advisor - - - - - - - - - - - - - - - - - 1-4

Chapter 2 Configuration Tasks

Before you begin - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 2-2

Step 1 - Installing software updates - - - - - - - - - - - - - - - - - - - 2-2

Step 2 - Configuring network settings - - - - - - - - - - - - - - - - - - 2-3

Step 3 - Setting the system time zone - - - - - - - - - - - - - - - - - - 2-4

Step 4 - Configuring general system-wide settings - - - - - - - - - 2-4

Step 5 - Adding and activating Wave licenses - - - - - - - - - - - - 2-5

Step 6 - Setting up the dial plan - - - - - - - - - - - - - - - - - - - - - - 2-6

Step 7 - Creating phone templates - - - - - - - - - - - - - - - - - - - - 2-7

Wave IP 500 Server Installation Guide Release 1.5

February 2009

Contents-2

Step 8 - Adding and configuring users and extensions - - - - - - - 2-8

Step 9 - Configuring station hunt groups - - - - - - - - - - - - - - - - 2-8

Step 10 - Configuring auto attendants - - - - - - - - - - - - - - - - - - 2-9

Step 11 - Configuring trunk groups - - - - - - - - - - - - - - - - - - - - 2-9

Step 12 - Configuring analog and digital trunks - - - - - - - - - - - 2-10

Step 13 - Configuring SIP trunks - - - - - - - - - - - - - - - - - - - - - 2-11

Step 14 - Setting up outbound routing - - - - - - - - - - - - - - - - - 2-11

Step 15 - Allocating DSP resources - - - - - - - - - - - - - - - - - - - 2-12

Step 16 - Changing the default password for enhanced security 2-12

Step 17 - Backing up the initial configuration - - - - - - - - - - - - 2-13

Chapter 3 Where To Go Next

Related reading - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-1Manuals - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-1Quick Reference Guides - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-2

Using VConnect - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - 3-2

Wave IP 500 Server Installation Guide Release 1.5

February 2009

Chapter 1

Wave IP Configuration Best Practices

CHAPTER CONTENTS

Configuration best practices for the Wave IP consist of initial information gathering followed by system testing in a lab environment.

Information gatheringBefore beginning the configuration process, gather all of the information about the customer's requirements, including inbound and outbound routing requirements, phone feature sets for digital and SIP phone users, and so forth. Also, identify the network environment where the Wave IP will be installed.

Collecting and verifying this information up front will significantly shorten the configuration process, prevent mistakes, and avoid having to reprogram the Wave IP at a later date. You can use the Wave IP Configuration Workbook (available on VConnect) as a guide for collecting this information. Having a completed Workbook in hand will also enable technicians who may not be directly involved in the account to be able to stage and program the system.

Record all serial numbers

This is also a good time to record all of the serial numbers for all the Wave components going into the system. These serial numbers will be needed if you ever need to return any of the components under warranty. Recording all of the numbers up front will save time and effort later if you need to disassemble the system to identify a needed serial number. Note that the VAM (Vertical Application Module) which is plugged onto the ISC (Integrated Services Card) has a separate serial number, as does the ISC itself.

Information gathering . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-1Testing in a lab environment . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2Using the configuration tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3


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Testing in a lab environment 1-2Chapter 1: Wave IP Configuration Best Practices

Testing in a lab environment Much like any other enterprise server installation, best practices for the Wave IP dictate that the system should be “stood up” in advance in a lab environment. Unlike some traditional key systems, attempting to install and configure a live Wave IP from scratch at the customer location is not the best approach. Also, identifying, resolving and optimizing configuration issues is always much easier in a lab environment.

All basic functional requirements should be tested in advance of any deployment at the customer location. Understanding the customer's primary use cases for the system and testing them in advance - for example, verifying that all hunt groups, routing lists, auto attendants, and inbound and outbound call handling are behaving in the desired fashion - is fundamental to a clean implementation.

Testing basic system functionality is also important, such as verifying that RAID drive mirroring is active.

Basic testing environment requirements

At a minimum, the testing environment should include a router and switches so that you can adequately represent the customer's target environment. Always reconfigure the router to duplicate the customer's environment in order to facilitate more rigorous, realistic testing and avoid additional programming at a later time.

You should have live trunk connections available for testing - at a minimum, live analog trunks should be available. If a PRI line is part of the customer's configuration but is not available in the lab, you can use a loop-back plug to simulate the connection for configuration purposes, although there is no substitute for the real thing when it comes to testing.

As you set up and configure the Wave IP, label all cables used, and attach stickers to the main chassis with the various IP addresses used in the system. This will help when troubleshooting any issues that arise in the future.

Environmental deployment tips

If you haven't included an Uninterruptible Power Supply (UPS) as part of the solution, be sure to add one—a UPS should be part of every implementation.

Make sure that any environment issues are addressed with the customer before system deployment.

If the customer site includes a rack for mounting, make sure that it includes an isolation kit.


February 2009

Using the configuration tools 1-3Chapter 1: Wave IP Configuration Best Practices

Using the configuration toolsThis section describes the following tools that help you during the configuration process.

• Wave Installation Wizard

• Wave Resource Management Advisor

Using the Wave Installation WizardThe Wave Installation Wizard simplifies initial configuration of a Wave IP system by presenting a step-by-step walkthrough of the tasks, rather than requiring that you run the configuration applets individually from the Global Administrator Management Console.

Using the Installation Wizard is highly recommended for installers or administrators who are unfamiliar with the Wave IP platform, or who want to configure the Wave IP quickly. Using the Installation Wizard is optional, and you can run the applets individually from the Management Console, if you prefer.


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Important: The Installation Wizard is only available the first time that you log on to the Global Administrator on a Wave IP. It can only be run once, and once you click Finish and confirm that you are done, the Wizard cannot be restarted. However, until you finish, if you close your browser window or make a change that you make requires a system restart, the Wizard will resume when you log back on to the Global Administrator.

For more about using the Wave Installation Wizard, see Chapter 6 in the Wave Server Installation Guide.

Using the Wave Resource Management AdvisorMany Wave and third-party applications require system port DSP resources such as TAPI/WAVE ports, Fax ports, and IP telephony ports. The type and number of system ports available on the Wave Server may vary depending on which cards and modules that are installed. For information about the resources included on the Wave Server cards and modules, refer to the Wave Server Hardware Reference Guide.

You manage system port DSP resources via the Resource Management applet in the Global Administrator Management Console. When you run the applet, you have the choice of manually calculating required system port resources, or letting the Resource Manager Advisor do it automatically.

The Resource Manager Advisor asks you a series of questions, for example how many phones will be connected, how many simultaneous calls need to be supported, and so forth.


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Based on your answers and the cards, modules, and Wave licenses installed on the Wave Server, the Resource Manager Advisor then lists the recommended resources that need to be allocated to support the phone, trunk, conference, and call recording requirements that you specified. The Resource Management Advisor is ideal for Wave system administrators who are relatively unfamiliar with the Wave ISM platform, or who want to quickly determine the resources required.

For more about managing Wave system resources, including using the Wave Resource Management Advisor, see Chapter 23 in the Wave Global Administrator Guide.


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Release 1.5

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Chapter 2

Configuration Tasks

CHAPTER CONTENTS

Before you begin . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Step 1 - Installing software updates . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-2Step 2 - Configuring network settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-3Step 3 - Setting the system time zone . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-4Step 4 - Configuring general system-wide settings . . . . . . . . . . . . . . . . . . . . . . 2-4Step 5 - Adding and activating Wave licenses . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5Step 6 - Setting up the dial plan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-6Step 7 - Creating phone templates. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7Step 8 - Adding and configuring users and extensions . . . . . . . . . . . . . . . . . . . 2-8Step 9 - Configuring station hunt groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8Step 10 - Configuring auto attendants . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9Step 11 - Configuring trunk groups . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-9Step 12 - Configuring analog and digital trunks . . . . . . . . . . . . . . . . . . . . . . . . 2-10Step 13 - Configuring SIP trunks . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11Step 14 - Setting up outbound routing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-11Step 15 - Allocating DSP resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-12Step 16 - Changing the default password for enhanced security. . . . . . . . . . . 2-12Step 17 - Backing up the initial configuration . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13


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Before you begin 2-2Chapter 2: Configuration Tasks

Before you beginThis chapter walks you through the initial system configuration tasks, and explains the following for each task:

• Purpose—Overview of the task and steps involved.

• Where to do it—Either via an Installation Wizard task or by running an applet directly from the Global Administrator Management Console.

• Tips—Helpful hints and insider tips.

• For more information—Where to go for details about the task.

If you are using the Installation Wizard, you will notice that the tasks are listed here in the same order that they appear in the Wizard’s left pane. Initially, all the items in the left pane of the Wizard are disabled except for Software Updates. As you complete the steps in the Wizard, additional tasks will be enabled. Once a task has been enabled, you can jump between that task and any other enabled task by clicking it. All the tasks in the wizard are optional and you can skip a task and go to next task by clicking Next. Click Help where available for more information.

If you prefer to run the applets individually from the Management Console, perform the following tasks in the order indicated.

Step 1 - Installing software updatesPurpose—Bring the Wave ISM up to the latest software levels. Software updates can consist of Wave ISM Upgrades, Service Packs, and HotFixes.Where to do it—The latest software updates are available on VConnect. After downloading software update CAB files, place them on the hard drive of the administrator PC that you will use to administer the Wave ISM.

You can apply software updates in either of the following ways:

• In the Installation Wizard, select the Software Updates task.

• In the Global Administration Management Console, click the Software Upgrade icon, located in the General Administration section.

Tips—Be sure to read the Release Notes for any software updates that you download from VConnect for late-breaking information, known issues, issues fixed, and so forth.

For more information—See “Applying HotFixes” in Chapter 7 in the Wave Server Installation Guide.

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Step 2 - Configuring network settings 2-3Chapter 2: Configuration Tasks

Step 2 - Configuring network settingsPurpose—Change the Wave IP addresses to match the customer’s IP addressing schema. This includes changing the default IP addresses for the Vertical Wave Application Module (VAM), Integrated Services Card (ISC1 or ISC2, depending on the Wave Server model), and any Media Resource Module (MRM) installed on the Wave Server. Also, verify that gateway and DNS servers have external access to support one-click license activation.

Where to do it—

• In the Installation Wizard, select the Global Settings - Network task.

• In the Global Administration Management Console, click the IP Network Settings icon, located in the Data Administration section.

Tips—

• Before changing any of the default IP addresses as described below, verify that any changes you are about to make do not introduce an address conflict in the customer’s network, for example by duplicating an IP address already in use.

• Change the administrator PC IP address to match the Wave Server IP address. (The default administrator PC IP address is 192.168.205.x, where “x” can be any number between 2 and 254, except for 10-13.) This will put the administrator PC and the Wave Server on the same network to avoid any networking-related issues.

• Subnet your lab router to match the customer’s network. This will facilitate testing and avoid having to reconfigure the IP addressing when deploying the Wave ISM on-site.

• Be sure to Add the Wave ISM as a “trusted site” in your browser on the administrator PC.

• Changing IP network settings may cause momentary interruptions to digital signaling (for example, key presses or LCD updates to digital phones) while the new settings are applied.

• You can also verify here that the settings in the IP Network Settings dialog are correctly set so that gateway and DNS servers have external access to support one-click license activation.

For more information—See “Identifying the Wave Server on your LAN” in Chapter 7 in the Wave Server Installation Guide.

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Step 3 - Setting the system time zone 2-4Chapter 2: Configuration Tasks

Step 3 - Setting the system time zonePurpose—The default time zone on a new Wave ISM is set to Pacific Standard Time. If necessary, change the defaults to reflect the customer’s date and time settings.

Where to do it—

• In the Installation Wizard, select the Global Settings - System Time task.

• In the Global Administration Management Console, click the Date and Time icon, located in the General Administration section.

Tips—You set the system time zone via the Microsoft Windows Date and Time application, which launches in a remote control window that allows the application (running on the Wave ISM) to appear on the administrator PC. See Chapter 2 in the Wave Global Administrator Guide for more about starting and exiting remote access applets, including how to check your browser proxy settings if you are having trouble establishing a Remote Desktop Connection from the administrator PC.

For more information—For help using the Windows Date and Time application, click the ? button at the top of the dialog and then click a field for more information on that field.

Step 4 - Configuring general system-wide settingsPurpose—Enter company name and phone number, customize the system locale to enable appropriate locale-specific system settings, and other basic system information used throughout Wave ISM.

Where to do it—

• In the Installation Wizard, select the Global Settings - General Settings task.

• In the Global Administration Management Console, click the General Settings icon, located in the General Administration section. Then click the System tab.

Tips—

• The information that you enter is here is used in the following ways:

• Company Name is used in external caller ID.

• For Serial Number, enter the number from the Wave Server chassis, which always starts with “VK”. Vertical technical support may request the Wave Server’s serial number while troubleshooting a problem, and it is also used in the following ways:

• By the Software Licenses applet to verify that a Wave software license is applied to the correct Wave ISM.

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February 2009

Step 5 - Adding and activating Wave licenses 2-5Chapter 2: Configuration Tasks

• By Global Manager to identify each Wave Server uniquely. Note that Global Manager will not register the Wave ISM correctly if the Serial Number field is left blank

•The Locale that you specify enables appropriate locale-specific system settings including ring cadence, minimum analog hook flash, tone set, line impedance, trunk locale, and so forth.

• The Voice Mail System defines the voice mail pilot number for the Wave ISM. The voice mail pilot number is the extension users dial, or trunk groups use, to reach the voice mail hunt group.here:

• If the Wave ISM will support tandem (trunk-to-trunk) call routing, you must also select the Allow External Trunk-to-Trunk Connections checkbox on the PBX (Advanced) tab of the General Settings dialog. In this scenario, a call is physically connected across two external trunks through the Wave ISM. If you enable external trunk-to-trunk connections, the Wave ISM will allow calls to be forwarded, transferred, and conferenced between external numbers.

Note that this option must also be selected in order to support call forwarding.

For more information—See “Entering basic system information” in Chapter 7 in the Wave Server Installation Guide.

There are many more global settings that you can set here. For a complete list, click Help in the General Settings applet and read the “About the General Settings applet” topic.

Step 5 - Adding and activating Wave licensesPurpose—Add and activate all Wave licenses. You can add Wave licenses by importing a license file or by entering the license key for each license. Once you have entered all of a customer’s licenses, you can then activate them to enable full system functionality.

Where to do it—

• In the Installation Wizard, select the Software Licensing task.

• In the Global Administration Management Console, click the Software Licenses icon, located in the General Administration section.

Tips—

• Software licenses are tied to the serial number of the Wave Server.

• Keep a record of all software licenses for each customer.

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February 2009

Step 6 - Setting up the dial plan 2-6Chapter 2: Configuration Tasks

• In order to use one-click license activation, the Wave Server must have an Internet connection that allows the use of the HTTPS protocol, and you must have a valid DNS server.

• Only activate licenses after you are sure that you have added all of the licenses.

• Activating licenses enables additional Installation Wizard tasks so that you can then configure users, add SIP trunks, configure SIP phones, and so forth via the Installation Wizard.

For more information—See Chapter 8 in the Wave Server Installation Guide.

Step 6 - Setting up the dial planPurpose—Specify the customer’s dial plan, including area code tables, extension length, starting digit for extensions, and access code for external dialing.

Where to do it—

• In the Installation Wizard, select the Dial Plan task.

• In the Global Administration Management Console, click the First Digit Table icon, located in the PBX Administration section.

Tips—

• Always plan out all of the customer’s dial plan use cases in advance before starting to make any changes.

• Set up the dial plan in the First Digit Table. The First Digit table is preconfigured with the most commonly-used settings—9 for an external line, 0 for the company operator, and so forth. If the default first digit settings are satisfactory, you do not need to reconfigure the settings via the First Digit Table applet.

• If SIP phones are in use and you make subsequent changes to the dial plan, all of the SIP phones will need to be restarted.

• Limit the phone restarts to 10 phones at a time as the configuration file needs to be loaded by each phone.

For more information—See Chapter 7 in the Wave Global Administrator Guide.

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February 2009

Step 7 - Creating phone templates 2-7Chapter 2: Configuration Tasks

Step 7 - Creating phone templatesPurpose—For digital and SIP phones, create templates that define the feature buttons available on supported phone models. The default analog phone templates included with Wave define the physical capabilities of an analog phone, such as message waiting indicator or Caller ID display.Where to do it—

• In the Global Administration Management Console, click the User Configuration (Templates) icon, located in the PBX Administration section.

Note: Phone template configuration is not part of the Installation Wizard. You can create templates via the User Configuration (Templates) applet before adding users, or assign templates to users after adding them. You assign a template to a user on the Phone \ Station Features tab of the User dialog, as part of the next step, “Adding and configuring users and extensions”.)

Tips—

• It's a good idea to have the customer sign off on all phone configurations—by user—before spending a lot of time customizing phone templates and assigning them to users.

• If you have groups of users who use the same digital or SIP phone model and who require a similar set of phone features, create a template for those users.

• Before modifying a default phone template, always make a copy of it and then make changes to that copy.

• You can have any number of custom phone templates.

• For analog phones, there are seven default templates provided that contain most combinations of analog phone Caller ID and message waiting indicator feature options. There is a Fax modem template provided as well. Typically, you do not need to change the default analog phone templates, but you do need to select the correct one when you add a new analog phone user.


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February 2009

Step 8 - Adding and configuring users and extensions 2-8Chapter 2: Configuration Tasks

Step 8 - Adding and configuring users and extensionsPurpose—Create digital and SIP phone feature button templates. Add users, assign extensions, and templates, and set user options. Where to do it—

• In the Installation Wizard, select the Users task.

• In the Global Administration Management Console, click the User/Group Management icon, located in the PBX Administration section.

Tips—

• Using a “Master” user as a template—without any slots and ports assigned—is a good trick for speeding up creation of virtual or other users because you can copy and paste the user and then make any required modifications.

Always name these “Master” users with an underscore as the first character so they will sort to the top of the User list.

• Similarly, if you create any “Utility” users, name them so they will always sort to the top of the User list (for example, _User).

• Use notes and comments to highlight and keep track of user changes.

• Remember to plan for settings like the number of rings you want to allow for busy forward extensions.


Step 9 - Configuring station hunt groupsPurpose—Create and configure station hunt groups and add members.

Where to do it—

• In the Installation Wizard, select the Hunt Groups task.

• In the Global Administration Management Console, click the Hunt Groups icon, located in the PBX Administration section.

Tips—

• The Attendant hunt group is a station hunt group that is used by the Attendant digit (default=0) for dialing the company operator, and it is used to forward inbound calls to the company operator or auto attendant. Other station hunt groups are used for routing calls to groups of extensions.

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Step 10 - Configuring auto attendants 2-9Chapter 2: Configuration Tasks

• You specify a unique pilot number for each station hunt group. A pilot number is the number users dial, or trunk groups use, to reach the members of a hunt group. The pilot number is similar to an extension:

• It must be unique.

• It must fit into the customer’s first digit dialing plan for internal numbers.

• It must comply with the Internal extension length setting in the First Digit Table.

For more information—See “Creating hunt groups of extensions” in Chapter 10 in the Wave Global Administrator Guide.

Step 10 - Configuring auto attendantsPurpose—Create and configure auto attendants, including recording greetings, defining actions for each button press, and setting up scheduled greetings and actions.

Where to do it—

• In the Installation Wizard, select the AutoAttendants task.

• In the Global Administration Management Console, click the User/Group Management icon, located in the General Administration section, and then go to the Auto Attendants view.

Tips—If an auto attendants supports extension dialing, make sure that its menu choices do not conflict with extension numbers. For example, if you assign the 2 key to a menu choice, make sure there are no extensions beginning with 2. Otherwise, callers trying to dial the extension will select the menu choice instead.


Step 11 - Configuring trunk groupsPurpose—Create trunk groups and configure inbound routing.

Where to do it—

• In the Installation Wizard, select the Trunk Groups task.

• In the Global Administration Management Console, click the Trunk Groups icon, located in the Trunk Administration section.

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Step 12 - Configuring analog and digital trunks 2-10Chapter 2: Configuration Tasks

Tips—

• Configure inbound routing rules from the most to least specific.

• Although you can set scheduled inbound routing options by clicking Edit Inbound Routing Table in the Trunk Group dialog, it’s much easier to do so using auto attendants.

• When adding or editing a trunk group, in the Inbound Routing Table dialog select Both instead of Route by Source or Dialed Number. Selecting the Both option allows you to have routing tables that can use either source routing, dialed number routing or both.

If you select Route by Source or Dialed Number and later decide to change from source routing to dialed number routing or vice versa, the routing tables in use would be lost and you would have to rebuild them.

For more information—See “About creating new trunk groups” in Chapter 5 in the Wave Global Administrator Guide. See Chapters 8 and 27 for more about inbound call routing.

Step 12 - Configuring analog and digital trunksPurpose—Assign trunks to trunk groups and set configuration options to match the settings the trunk service provider has provisioned on the customer’s trunks.

Where to do it—

• In the Installation Wizard, select the TDM Trunks task.

• In the Global Administration Management Console, click the Trunk Configuration icon, located in the Trunk Administration section.

Tips—

• Locate the customer’s service confirmation letters or provisioning information forms before starting to configure trunks. Make sure that the trunk options and the channel/trunk signaling options that you specify are identical to the settings indicated in the service confirmation documentation.

• Any configuration changes for ISDN PRI trunks will not take effect until the Wave ISM is restarted.

For more information—See “Configuring trunks and channels” in Chapter 5 in the Wave Global Administrator Guide.

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February 2009

Step 13 - Configuring SIP trunks 2-11Chapter 2: Configuration Tasks

Step 13 - Configuring SIP trunksPurpose—Set up Signaling Control Points (SCPs) and other IP telephony settings.

Where to do it—

• In the Installation Wizard, select the SIP Trunks task. Note that the Installation Wizard checks for SIP Trunk licenses before proceeding—if you have not yet added any, the SIP Trunks option will be disabled.

• In the Global Administration Management Console, click the IP Telephony icon, located in the PBX Administration section.

Tips—

• For SIP trunking, set up the SCP rather than using the master routing table.

• Make sure the SIP enabled checkbox is selected in the IP Telephony applet.


Step 14 - Setting up outbound routingPurpose—Configure outbound routing rules and dialing permissions for users.

Where to do it—

• In the Installation Wizard, select the Outbound Routing task.

• In the Global Administration Management Console, click the Outbound Routing icon, located in the Trunk Administration section.

Tips—

• Unless the customer has some specific outbound routing requirements, the default outbound routing settings will work fine for most configurations.

• In order to enable pager or call notification for new voice messages, make sure that System Ports is correctly configured, and always test outbound Caller ID name and Number if you have a PRI.

For more information—See Chapter 9 in the Wave Global Administrator Guide. See Chapter 27 for more about outbound call routing.

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February 2009

Step 15 - Allocating DSP resources 2-12Chapter 2: Configuration Tasks

Step 15 - Allocating DSP resourcesPurpose—Allocate DSP resources required by many Wave and third-party applications, for example TAPI/WAVE ports, Fax ports, and IP telephony ports. The type and number of system ports available on the Wave Server may vary depending on which cards and modules that are installed.

Where to do it—

• In the Installation Wizard, select the Resource Management task to launch the Resource Management Advisor (see page 1-4).

• In the Global Administration Management Console, click the Resource Management icon, located in the PBX Administration section.

Tips—You must allocate an appropriate number of resources to cover system demand. If you under-allocate resources, calls may be lost.

For more information—See “Managing Wave system resources” in Chapter 23 in the Wave Global Administrator Guide.

Step 16 - Changing the default password for enhanced securityPurpose—Change the default password for the factory-supplied Wave users. Doing so is highly recommended for security reasons.

Where to do it—

• In the Installation Wizard, select the Password task.

• In the Global Administration Management Console, click the Password Administration icon, located in the General Administration section.

Tips—

• Immediately change the passwords of the Admin and Operator users in order to make the Wave ISM more secure from unauthorized access.

• Don’t rely on a single Admin user account—you should also create multiple new Admin user accounts for anyone in your organization who may need access to the system as well as for the customer’s IT staff.

For more information—See “Securing your system against toll fraud” in Appendix A in the Wave Global Administrator Guide.

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February 2009

Step 17 - Backing up the initial configuration 2-13Chapter 2: Configuration Tasks

Step 17 - Backing up the initial configurationImportant: Always back up the Wave ISM before proceeding so that you have a separate copy of the original database and all settings if necessary.

Where to do it—

• In the Global Administration Management Console, click the System Backup/Restore icon, located in the General Administration section.

Tips—You should back up the system after completing the initial configuration and every time you make a configuration change. Also back up the system whenever you perform a software upgrade or install third-party software.

For more information—See “Backing up your system configuration” in Chapter 15 in the Wave Global Administrator Guide.

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February 2009

Release 1.5

February 2009

Chapter 3

Where To Go Next

CHAPTER CONTENTS

After you complete the tasks described in this manual, the Wave ISM is fully operational. You are now ready to configure and customize the system to meet the specific needs of your customer.

See the Wave Global Administrator Guide for details. The Wave Global Administrator Guide includes information for readers at a variety of levels. To get the most out of the documentation, start by reading the parts that are most relevant to your level of experience. See “Where to start” in Chapter 1 for more information.

Related readingFor information about Wave ISM, including new features, known issues, and other late-breaking information, see the Release Notes available on VConnect and included on the Documentation CD.

The following additional documents are included with the Wave Server in Acrobat format, and can be found on VConnect and on the Documentation CD.

ManualsWave Server Installation Guide—Provides detailed instructions for physically installing the Wave Server and Wave ISM and performing initial system configuration.

Wave ISM System Recovery Guide—Describes how to use the Wave ISM System Recovery Disk or System Recovery USB Thumbdrive to restore the Wave Server to its original factory settings for emergency recovery.

Related reading . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-1Using VConnect . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-2


February 2009

Using VConnect 3-2Chapter 3: Where To Go Next

Wave Global Administrator Guide—Task-based instructions on how to use all aspects of the Wave Global Administrator Management Console.

Wave ViewPoint User Guide—Task-based instructions on how to use ViewPoint, including call control, working from remote locations, participating in a contact center, and so forth.

Wave Phone User Guide—Describes how to use SIP phones, digital phones, analog phones, and SIP softphones with Wave.

Wave Server Hardware Reference Guide—Detailed technical information about the Wave Server hardware components.

Quick Reference GuidesWave Analog Phone Quick Reference Guide—Instructions for using analog phones with Wave.

Wave Digital Phone Quick Reference Guide—Instructions for using digital phones with Wave.

Wave SIP Phone Quick Reference Guide—Instructions for using SIP phones with Wave.

Wave Voice Mail Quick Reference Guide—Instructions for using Wave ISM Voice Mail features.

Using VConnectVConnect allows registered Vertical partners to directly connect to critical information and people related to Vertical products and business activities through an easy-to-use and highly interactive Web-based system.

To request a VConnect account, go to:http://vconnect.vertical.com/vertical1/login/self/


February 2009

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