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    7. Admin Portal manual

      A. General information
      • 1. Introduction
      • 2. Used symbols
      B. Getting started
      • 1. Logging in
      • 2. Overview
      C. Configuring the portal
      • 1. Tenant
        • 1.1 General
        • 1.2 Pilot mode
        • 1.3 Call handling
        • 1.4 Network handling, Device handling and Integration
        • 1.5 Voicemails, Geographical settings and Call recording
        • 1.6 Contractual: General & Subscriptions
      • 2. Sites
        • 2.1 General
        • 2.2 Geographical settings
        • 2.3 SIP
        • 2.4 Network
        • 2.5 Syslog monitoring
        • 2.6 uaCSTA
      • 3. DDI & Trunks
        • 3.1 Trunks
        • 3.2 DDIs
      • 4. Devices
        • 4.1 Configuring devices
          • 4.1.1 Adding a new device
          • 4.1.2 Managing existing devices
          • 4.1.3 Adding and configuring softphones and mobile clients
        • 4.2 Number formatting
        • 4.3 Provisioning IP Allowlisting
      • 5. Extensions
        • 5.1 Phone extensions
          • 5.1.1 General
          • 5.1.2 External numbers (DDI)
          • 5.1.3 Devices
          • 5.1.4 Geographical settings
          • 5.1.5 Voicemail
          • 5.1.6 Call forwarding
          • 5.1.7 Contractual & Billing
          • 5.1.8 Permissions
          • 5.1.9 Call configuration
          • 5.1.10 Skills
          • 5.1.11 Function keys
        • 5.2 eFax extensions
          • 5.2.1 General
          • 5.2.2 External numbers/DDI
          • 5.2.3 Geographical settings
          • 5.2.4 Fax server login
          • 5.2.5 Configuration
      • 6. Services
        • 6.1 Conferences
          • 6.1.1 General
          • 6.1.2 External numbers
          • 6.1.3 Conference options
          • 6.1.4 Participant options
          • 6.1.5 Host options
        • 6.2 Groups
          • 6.2.1 General
          • 6.2.2 External numbers
          • 6.2.3 Group members
          • 6.2.4 Options
        • 6.3 Queues
          • 6.3.1 General
          • 6.3.2 External numbers
          • 6.3.3 Agents logged in
          • 6.3.4 Queue options
          • 6.3.5 Caller options
          • 6.3.6 Agent options
        • 6.4 Skills
        • 6.5 IVRs
          • 6.5.1 General
          • 6.5.2 External numbers
          • 6.5.3 Announcement
          • 6.5.4 Caller response options
        • 6.6 Time Control Services
          • 6.6.1 General
          • 6.6.2 Geographical settings
          • 6.6.3 External numbers
          • 6.6.4 Rules
          • 6.6.5 Exception dates
      • 7. Other Configurations
        • 7.1 Announcements
          • 7.1.1 General
        • 7.2 Contacts
          • 7.2.1 General
          • 7.2.2 Visibility
        • 7.3 Inbound blocklist profiles
          • 7.3.1 Adding an inbound blocklist profile

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      Welcome!

      This documentation will help you to optimise the use of Admin Portal.

      Subject to alterations
      Version 1 / 10/2025 (EN)

      TypeIcon/CharacterDescription

      NOTE

       

      CAUTION

       

      WARNING

      NOTE: Information that is useful but not critical to the reader.

       

      CAUTION: Tells the reader to proceed with caution.

       

      WARNING: Stronger than CAUTION; means "don't do this"

      or that this step could be irreversible, e.g., result in permanent

      data loss.

      TIP

      Useful tips that provide additional information.

      Procedure

      1.

      2.

      3.

      Procedures are numbered steps to perform an action, where the order of the steps is relevant.

      Result of

      procedure/action

      ⇒Indicates the result of an action//procedure.
      Lists

      •

      •

      Used for listings and items where the order of steps is irrelevant.

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      To use the Administration Portal, you have to log in with your DFN VoIP-Centrex username and password. These are the same credentials you would use at https://start.voip-centrex.dfn.de/en.

      1. Go to setup.voip-centrex.dfn.de.

      2. Enter your username (your email) and password (which have been provided to you by DFN).

      3. Click Sign in.
        ⇒ Once logged in, you will see the Tenant configuration page.

      After you have logged in  / selected a tenant to edit, you will see the following:

      1. Main menu on the left

      2. Selected setting in the middle (depending on the menu item you have selected in the menu on the lef)

      3. User-specific information (when clicking on your username or icon)

      There are 5 sections in the menu on the left (in this example; this may vary depending on your contract, permissions, configuration etc.):

      • Tenant (General, Contractual)

      • Configuration (Devices, Announcements, Inbound Blocklist Profiles, Trunks, Contacts, DDIs and Provisioning IP Allowlisting)

      • Extensions (Phones and eFaxes)

      • Services (Time Controls, Groups, Skills, Queues, IVRs and Conferences)

      • Sites (Mobile and Customer)

      You can search in the menu in the search field at the top.

      Most menus have similar options. You can:

      • Add a new entry

      • Search for an entry

      • Import or export a CSV file

      • Select how many entries you want to have on the page

      • Delete, clone, edit an entry or copy it to a clipboard

      When editing an entry, you can:

      • Click on a stepper or use a scroll bar to quickly navigate to a specific section

      • Hide/show sections and quicklist

      • See the quicklist

      When editing one or multiple entries, a quicklist opens on the right. You can:

      • Switch between items

      • Change the position of the items per drag-and-drop

      • Close items (please note that by closing an item you will exit the edit mode)

      Clicking on your username or avatar, you can:

      • Access user profile

      • Open the access scope selection dialogue (if you can access multiple access scopes)

      • Open shortcuts

      • Log out

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      Under Tenant, there are two main sections of configuration:

      • General

      • Contractual (Subscriptions & Limits)

      General

      Under General, you get the first information about the account:

      Name

      Name of the tenant (read-only)

      It is defined when the tenant is created and cannot be changed.

      Support password

      Password the technical contact has to provide when contacting the Support Team to identify they have access rights to the account.

      It is defined when the tenant is created but can be changed at a later date.

      Email

      Email of the tenant's technical contact or team (read-only)

      It is defined when the account is created and cannot be changed.

      Phone number

      Mobile phone number of the tenant's technical contact or team

      This field can be left blank or filled at a later date.

      Pilot mode

      Under Pilot mode, you can read the disclaimer of what you are activating. When activating the pilot mode, you receive access to features that have not been rolled out yet.

      In this section, you can:

      • activate pilot mode

      • deactivate pilot mode

      Call handling

      Call handling allows you to enable various key features for the account:

      Length of trunk identification number

      Selects the maximum number of DID ranges (trunks) that can be configured on this customer account. It can be set to one, two, three or four digits, i.e. up to 10 trunks (0–9), 100 trunks (0–99), 1000 trunks (0–999) and 10000 trunks (0–9999). For instance, if you set the length to one digit, the customer will only be able to have up to 10 (trunks) on their account. This setting will also be used for outbound trunk configuration in Phone Extensions.
      Please note that this setting can be changed at a later stage but will have an impact on how users operate features that require the trunk number, e.g. dialling from a specific outbound trunk. In this case, you will need to communicate this change to all end users.

      Enable intercom

      Allows the device to be used as an intercom. Activating this setting only allows this feature to be configured later under Extensions.

      Use speed dial

      Activates/deactivates the use of speed dial. With speed dial, you can dial 2 followed by a number to select an entry of a pre-defined speed dial list. You can then set a speed dial length. This is the digit length of the speed dial codes for the customer. This can either be 1, 2, 3 or 4 digits. For example, by selecting a speed dial length of "2", up to 100 speed dials (00–99) can be added to the phone system, which can then be used by dialling 2+speed dial.

      By default, speed dial length is set to 9 which means that the feature is disabled.

      Please note that there is no msection in the Administration Portal to manage and maintain the list of speed dials. Speed dials must be uploaded as a .csv file. This option is available under Contacts and Extensions. When clicking on Import CSV, you can either import a file or download a template.

      Dial with prefix

      By default, this feature is enabled, and you cannot change it in the K account.
      Configures the dial prefix. A dial prefix allows you to to make an external call. You select a dial prefix relevant to the country or region. You can also configure the dial prefix under Sites. When configuring an extension later, you can choose where the target will inherit the dial prefix from.

      Please note that in most European countries, Health & Safety legislation requires employers to ensure that emergency services can be called from any business phones by dialling 999 or 112, without having to enter an external line prefix to make the call.

      Callback on busy/not available

      Activates/deactivates callback on busy/not available. It only applies to internal calls and must be activated for a phone extension as well.
      By default, this feature is enabled.

      Use project number

      Activates/deactivates the use of project number and sets the project number length. This feature allows to recorf and charge call expenses according to, for example, customers, using project numbers. You will need to enter the project number before making an external call, e.g. *9 + project number + phone number.

      Play announcement before entering a conference

      Activates a default announcement before entering a conference room.

      Snom: transfer on hangup

      Specific feature for snom devices. You can select between mixed, on and off. When set to on, it will transfer a call to another target upon hanging up.

      Enable click-to-dial

      Allows you to place calls directly from the user app, e.g. PC or mobile client, to be picked up with a desktop phone.
      By default, this feature is enabled.

      Network handling

      Under Network handling, you have the following options:

      Disable T.38 for fax

      Activates/deactivates to globally disable the T.38 fax protocol for all inbound and outbound calls, including the eFax service. Faxes will be transmitted using G.711 (audio) only.
      Only available for A accounts.

      Alternative SIP port

      Activates/deactivates using a non-default port setting for SIP, which can help avoid firewall problems.
      Only available for A, C and S accounts.

      SIP transport protocol

      Allows defining over which transport protocol devices/apps on this site communicate.
      By default, it is set to UDP (User Datagram Protocol), which means that the calls are not encrypted. 
      TLS (Transport Layer Security) ensures that all calls made from certified devices that support SRTP (Secure Real-time Transport Protocol) will be encrypted.
      TCP is only available for A accounts or is visible when it has already been set by the A account.

      Please note that in most cases, TLS is a chargeable feature charged per device.

      Please note that if this setting is reset, all end-user certified devices will reboot.

       

      Provision site VLAN settings

      Activates/deactivates the connection of deskphones to a business VLAN network.

      Device handling

      Under Device handling, you have the following options:

      Password-protect phone web interface

      Security feature for desktop phones which activates/deactivates protection of the configuration set up during provisioning. Password protection will prevent changes made by end users, which may disable the device or impact required settings.
      We recommend having this feature activated at all times.

      ‌Disable PC / data port

      ‌Locks the PC / data port at the back of the phone, so that the built-in switch bridge is disabled.

      By default, this option is disabled.

      When enabled, end users won't be able to use the phone as a network bridge to connect their computer to the network.

      When disabled, end users will be able to use the phone as a network bridge to connect their computer to the network.

      Softphone device creation password

      When you first install a softphone, you are required to enter this password during the setup process to authorise the installation. You have to change this password, as the default password is unknown.

      Integration

      Under Integration, you can see whether CTI is activated or deactivated on the tenant (read-only). To enable it on a target, this setting must be configured later under Extensions.

      Voicemails

      Under Voicemails, you have the following options:

      Minimum length of voicemail PIN (toggle)

      Activates the possibility to set an individual minimum length of the voicemail PIN different from the operator's default value of 6

      Minimum length of voicemail PIN (digits)

      Selects any length between 4 and 32 digits from the drop-down menu

      Maximum length of voicemail PIN (toggle)

      Activates the possibility to set an individual maximum length of the voicemail PIN different from the operator's default value of 8

      Maximum length of voicemail PIN (digits)

      Selects any length between 4 and 32 digits from the drop-down menu

      Transcribe voicemails (AI)

      Activates automatic voicemail transcription

      Active by default for all extensions.

      Please note that if you want to deactivate this setting for a specific extension, you have to do it under Extensions > Phone extensions, see Voicemail.

      Please be aware that if this setting is deactivated, it is not possible to activate it individually for a specific extension.

      Geographical settings

      Under Geographical settings, you have the following options:

      Time zone

      The time zone settings are inherited from the operator, distributor or white-label reseller.
      Please note that changing the time zone in the tenant configuration will influence the number of targets which inherit their default time zone from the customer profile:

      • Sites default time zone

      • Phone extension default time zone

      • eFax default time zone

      • Time control default time zone

      Add direct call emergency numbers

      Sets direct call emergency numbers
      Making external calls usually requires the user to dial an external line prefix, e.g. 9 or 0. 
      Please note that in most European countries, Health & Safety legislation requires employers to ensure that emergency services can be called from any business phones by dialling 999 or 112, without having to enter an external line prefix to make the call.
      When adding a number to the list, you will need to choose from a pre-configured list of emergency numbers. This list contains emergency numbers from countries where the company officially operates.
      The system will prevent you from setting an extension that conflicts with a standard emergency dial number. Before adding an emergency number to this list, you must ensure that no extension with the same number is already configured in the tenant.

      Call recording

      Under Call recording, you can activate the ad-hoc call recording feature that records calls upon user request (on-demand recording). Dial *1 to start or end recording.

      Please note that

      • these recordings are not permanent and are emailed to the user afterwards in either .mp3 or .wav format (according to the audio format you have selected)

      • this setting is not related to permanent call recording (recording all calls for a phone extension).

      With Inform at the start of a call recording, you can configure who should be notified that the call is about to be recorded using the drop-down box.

      Please note that in some countries, there are legal requirements for all parties to be formally notified that a call is about to be recorded.

      Should you activate Inform at the start of a call recording, you need to upload an announcement that will be played each time a user dials *1.

      Contractual: General

      Depending on the contract, with some customer accounts you will see Contractual (Subscriptions & Limits) section consisting of two tabs, General and Subscriptions. Both sections are read-only and serve for visibility. These sections are pre-configured.

      Under General, you can see

      • maximum number of phone extensions that can be created on the tenant

      • maximum number of eFax extensions that can be created on the tenant

      • whether Coaching is enabled/disabled

      • whether Nmonitoring Queues is enabled/disabled

      Contractual: Subscriptions

      Under Subscriptions, you can see

      • which paid subscriptions are active on the tenant

      • how many subscriptions are in use

      • total number of subscriptions

      Under Sites, there are two main sections of configuration:

      • Mobile site

      • For customer account

      Under each section, you can see a list of all sites configured for the customer.

      Sites are used in devices and trunks (DID / DDI ranges) configuration. All devices and trunks must be attached to a site.

      IMPORTANT

      Make sure that sites are configured correctly before starting to configure extensions, devices or services.

      Changing site settings will most likely initiate a reboot of all devices configured against the site!

      NOTE

      Note that phone extensions are not linked to site settings, however, devices attached to phone extensions are!

      Phone extensions will use the trunk / DID range settings when making outbound calls, except when making a call to emergency services. In this instance, the telephone system will use the site address to provide location information to the emergency services.

      Before configuring sites

      Before configuring the sites, make sure that

      • all the customer sites are listed in the Admin Portal.

      • sites are added into the portal by DFN customer services, as the address details must be properly validated. This is mainly because site configuration is used when a call is made to the emergency services.

      It's the responsibility of the customer and the reseller / partner to ensure that all sites are configured properly.

      NOTE

      Note that if a site address is removed from the Admin Portal, each device associated with it will have their site set to blank. This can cause issues, so be careful when requesting these changes.

      If a site is missing, or address details are incorrect, please contact DFN customer services who will add new sites or change details for you.

      Site configuration is used for routing calls to the emergency services. Check that the address details for all sites are correct and contact DFN if this is not the case.

      General

      When a customer account is created by DFN, the first site created is always the mobile site. The mobile site is used to associate devices such as the DFN Mobile client, which by definition are roaming.

      Please remember that the first and default site that is created is always a mobile site and you cannot change the details or country of this site.

      Sites: Geographical settings

      Under Geographical settings, you have the following options:

      Public space use

      Reduces the function range of the telephone handset. Typically, the following functions will be disabled when the Public space use option has been selected:

      • Conference

      • Transfer

      • DND

      • Navigation keys

      • XML menus

      • Call lists / Call history

      Please note that

      • not all DFN-certified devices currently support this option

      • which functions are disabled when this option has been selected, can vary between certified device models.

      Automatic hot-desking

      Applies to softphones and allows to log into different workstation devices rather than be assigned to a specific location.

      When you log into a different softphone, it automatically becomes your primary device. This feature is similar to Remove other softphone devices when logging into a softphone under Extensions. The difference is that automatic hot-desking does not log out other softphones when set at the site level.

      Dial prefix

      Please note that in the UK and Ireland, this setting needs to be changed from 0 to 9. Most other countries use 0 to get an outside line.

      Please note that DFN softphone clients, Skype for Business and DFN mobile applications do not require an outside line prefix as this will be added automatically. Desk phones, however, do. This is mainly because some desk phones are incapable of holding complex dial rules settings, and it would be impractical for end users to have to a different experience depending on the desk phone model they are using.

      Language

      Can be inherited from tenant configuration.

      In this case, select Default.

      Time zone

      Can be inherited from tenant configuration.

      In this case, select Inherit tenant configuration. 

      The time zone setting will be used by devices that are configured against the site and will ensure that the phone display and the call history logs show the correct time information.

      Sites: SIP

      Under SIP, you have the following options:

      SIP transport protocol

      It is similar to what is available under Tenant > General.

      However, this setting can be overwritten on a per-site basis, if required. You have the option to inherit the SIP settings from those you configured under Tenant, or you can overwrite these settings by selecting UDP or TLS. Please note that the TCP option will also be shown if it has been globally configured by DFN.
      When selecting TLS, all DFN-certified devices that support SRTP and are configured against this site will start encrypting calls. TLS and STRP are different but work together to provide end-to-end voice encryption. TLS encrypts the SIP signalling (essentially the setup of the calls), whilst SRTP encrypts the payload (e.g. audio or video). Together, they keep the entire call encrypted from start to finish.

      Please note that

      • TLS is a chargeable service

      • if you are configuring for more than 50 devices, you must inform DFN in advance.

      Codec profile

      Changes the codec profile between Standard and HD codec.

      External calls will most likely fall back to standard codec (G.711) as their default, as not all PSTN carriers support high definition. It is advised that you keep it as Standard G.711.

      Please note that DFN only supports the following codecs:

      • G.711

      • G.722.

      Enable reinvite

      Read-only and not configurable at a customer level, and can only be changed by a reseller, distributor or DFN Support.

      Keeps internal calls in the local (company) network. 

      NAT

      Read-only and not configurable at a customer level, and can only be changed by a reseller, distributor or DFN Support.

      Please note that most phones will need NAT (Network Address Translation) enabled to function properly.

      Sites: Network

      Under Network, you have the following options:

      Port speed  

      Defines the port speed of desktop phones. Auto_Sensing is the default setting and can be changed to Full_100M if required.

      NTP server  

      Defines the time server used to adjust the time on devices.

      Syslog monitoring

      Syslog monitoring allows customers to collect traffic data against devices which Support teams can use later for troubleshooting. Note that this is only applicable for physical devices.

      Under Syslog monitoring, you have the following options:

      Level

      Defines the monitoring level.

      You can select between Off, Detailed, Minimal and Moderate depending on your monitoring needs.

      Server

      Internal/external IP address/hostname of a syslog server to collect logfiles.

      Please note that 

      • If a syslog server belonging to DFN is entered, the logs can be accessed directly by DFN Support

      • However, if a partner has their own syslog server, they would be able to access the files and forward them on to the appropriate Support team if / when required.

      Until

      Sets the end date for collecting logfiles.

      This prevents the server from being filled with potentially large data files, in particular, when the level is set to Detailed.

      uaCSTA

      uaCSTA configuration is used by some of DFN CTI products.

      Under uaCSTA, you have the following options:

      Server

      Hostname or IP address of the uaCSTA server.

      Port

      Defines the port (number between 1 and 65535).

      Protocol

      Selects the protocol used to connect to the uaCSTA server.

      You can select between TCP, UDP and TLS.

      Password

      Defines the password used to connect to the uaCSTA server.

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      Trunks

      The trunks list will show you all available trunks or number ranges that are available on the customer account.

      Please note that it is not possible to add a trunk as they are predefined at the time of the contract.

      Under Trunks, you have the following options:

      Trunk

      Read-only

      Trunk identification number

      Can be used by end users to make outbound calls and display inbound calls to/from a non-default trunk

      Please note that changing this number may affect end users. Therefore, we recommend informing end users before changing a trunk identification number.

      Drop extension

      Assigns a drop extension (from a drop-down menu)

      We recommend configuring a drop extension for all trunks.

      To understand why the drop extension is important, you need to understand what happens when an inbound call is made to a DDI that is not currently configured with a destination.

      If a call is received for a DDI which is not configured as an inbound number on any target, the DFN telephone system will return a "NOT FOUND" message to the upstream carrier. In most cases, this translates to the caller getting the following message from their telephone provider: "The number you have called is not recognised. Please check the number and try again".

      This often leads to unnecessary support calls, as the customer thinks that something is not working or that there is a fault in their telephone system.

      This can be avoided by ensuring that all calls to all of the customer DDIs are properly routed by configuring a drop extension.

      The drop extension is often the customer's main number (e.g. phone extension for reception/switchboard). It could also be configured to play an automated message (IVR), informing the caller that the number they have dialled is not currently in service.

      Inbound blocklist profile

      Assigns blocklist profiles (from a drop-down menu)

      A blocklist profile enables the creation of rules to block incoming calls. This feature only applies to external, not internal calls.

      DDIs

      The DDI list shows all DDI numbers configured in the customer account individually and their current destination, or target.

      Under DDIs, you can change a DDI destination by editing an entry and then selecting an existing target as a destination.

      This can be very useful and a time saver if you've imported extension configuration into the portal from a CSV file, as inbound numbers (DDI) cannot be imported using this method. If an extension is configured with a DDI against it, the change will be reflected under DDIs.

      The DDI list will also allow you to look for spare DDI numbers in a customer account.

      Voicemail service

      • The voicemail service allows users to connect to the voicemail system to retrieve their voicemail messages while being outside the office.

      • If configured on a DDI, users can dial this DDI number and will be connected to the voicemail system.

      • From there, they will be prompted to enter their extension number and then their voicemail PIN.

      • Note that this is not required if someone uses a softphone or DFN mobile app, as they will be able to retrieve their voicemail messages by calling the voicemail system on *791.

      Devices types

      At DFN, there are two main categories of devices:

      • certified devices

      • any other SIP devices, or unprovisioned SIP devices

      Note

      Please note that if a device is not listed under certified devices, or if you have manually configured it, DFN will not support it. Devices like that are referred to as unprovisioned SIP devices.

      Provisioning

      Provisioning is the process of automatically and remotely configuring a device without having to directly interact with it on-site. This feature is only available for devices that are certified by DFN.

      The provisioning process includes:

      • authorisation (checking that the device is configured on a customer account)

      • firmware management (upgrading / downgrading the device firmware, if required)

      • pushing configuration to the device:

        • SIP settings (e.g. SIP proxy server, voice encryption)

        • device configuration (e.g. dial plan options)

        • line and phone display information

        • additional features

        • soft keys configuration (e.g. voicemail button, XML menus)

        • function keys (e.g. speed dials, Busy Lamp Field)

        • refreshing the configuration on a regular basis or when a change has occurred (e.g. a user has logged into the device)

      Types of provisioning

      • zero-touch provisioning

      • auto provisioning

      Please note that devices that are not provisioned and are configured manually are referred to as unprovisioned SIP devices.

      Zero-touch provisioning

      Devices that support zero-touch provisioning just configure themselves, straight out of the box, without any human intervention, as long as they have been added to the DFN Admin Portal in advance. This is the most common type of provisioning available for DFN-certified devices.

      The process is as follows:

      1. Order the phone from DFN.

      2. Get it delivered straight from a distributor.

      3. Get the device out of the box.

      4. Plug the device into a network with internet access.
        ⇒ The device configures itself and is ready to use.

      In other words, zero-touch provisioning is plug and play.

      Auto provisioning

      Some DFN-certified devices don't quite support zero-touch provisioning. In this case, the devices need to be manually configured.

      The process is as follows:

      1. Order the phone from DFN.

      2. Get it delivered straight from a distributor.

      3. Get the device out of the box.

      4. Plug the device into a network with internet access.

      5. Log into the device web interface.

      6. Set the provisioning address to DFN.
        ⇒ The device reboots and starts configuring itself and is ready to use.

      Please note that both zero-touch provisioning and auto provisioning use two-factor authentication.

      Overview

      There are various editing options once a device has been added and saved in the Admin Portal. In this section, you can see all the devices that have been configured in the telephone system.

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries

      • Edit, activate, delete or edit an entry or copy it to a clipboard

      • Export a CSV file

      • Refresh the table

      • Select how many entries you want to have on the page

      In this table, you can see and filter according to:

      • The device status (registration information)

      • Whether the device has been activated / deactivated

      • The device type, e.g. snom, Yealink, Zebra

      • MAC/ID of the device

      • Extension the device has been assigned to

      • Site the device has been assigned to

      • Date the device has been created

      General

      In this section, you will learn how to install and configure a new device as well as get an overview of each configurable feature within devices.

      Please note that the process described below relates to certified devices. Adding unprovisioned devices is slightly different and will be described at the end of this section.

      1. Click Add device.

      2. Select a brand and model (e.g. Yealink T53W).
          ⇒ A configuration section will open.

      3. Enter a MAC address.

      Important

      If you get an "Already in use" error message when adding a device, this means that a device with the same MAC address has already been added to the Admin Portal. Make sure to check whether you have transferred the device from another customer or the device has been added to your own account for testing.

      Important

      When transferring devices from another communication provider:

      If the device has already been registered with the alternative provider, you will get an error message when the device will try to download the configuration details from the redirection server. The alternative provider needs to make sure they have deleted (and unblocked) the device from the manufacturer's server as well as their portal.

      4. Choose a firmware version.
          The most recent version is selected automatically.

      5. Set if the trunk ID is visible/not visible on incoming calls.
          Please note that it is possible to inherit options which have been configured under Sites. It is also possible to overrite the site settings on this device.

      6. Activate HTTPS for phone web user interface to use HTTPS.
          Please note that this feature is only available for Snom, Yealink, Polycom, Cisco/Linksys and Spectralink devices.

      7. Define which site the device is assigned to.
          It is paramount to select a site, as it allows to inherit site settings, which is crucial for emergency calls.

      8. Activate to inherit site configuration.
         If you untick this option, you will be able to configure your own settings for this device, e.g. geographical or network settings.

      For more information on Geographical settings, SIP, Network, Syslog monitoring and uaCSTa, see Sites.

      Important

      Assigning a device to a site is crucial.

      Other than getting the site default configuration settings, the site information is also used by the DFN cloud telephone system when a user makes a call to an emergency service number. That means that the telephone system will use the site address to provide location information to the emergency services

      Make sure that all devices are configured to the right address and that if a device is moved to another site, its configuration will need to be amended to reflect this change.

      Roaming devices (devices that are rarely at the same location) should be configured against the mobile site.

      Network settings for devices

      If you want to enable VLAN tagging, make sure that Provision site VLAN settings is activated under the Tenant configuration. If this setting is not activated under Tenant, the feature will not function as intended.

      Ringtone

      Under Ringtones, on devices that support the feature, you can configure ringtones for:

      • External numbers (a ringtone for when the device receives an external call)

      • Internal numbers (a ringtone for when the device receives an internal call)

      • Group, queue or skill services (a ringtone for when the device receives a call via a group or queue /skill service)

      You can either set them to mute or select one of the ringtones from the drop-down menu.

      Note

      Please note that is not possible to configure ringtones on all devices for at least one of the following reasons:

      • The device doesn't support distinctive ringtones

      • The device manufacturer has not provided a way to configure distinctive ringtones via provisioning

      • The manufacturer has recently added support for distinctive ringtones and DFN is still working on making the feature available to customers

      Adding an unprovisioned SIP device

      The process of adding an unprovisioned SIP device is very similar to that of a certified device, with the following differences:

      • The selected device type is always Unprovisioned SIP device.

      • The MAC address must be unique, yet it can be customised for identification, e.g. the brand and/or model.

      • You cannot set the firmware version.

      • Once the device is created, it is not possible to edit it, however, you can activate / deactivate and delete the device from the portal.

      Assigning a device to an extension

      Adding a device to the portal doesn't automatically assign it to an existing extension. Newly added devices are unassigned. Manually assigning a device to an extension must be done from the extension configuration screen.

      A majority of DFN-certified devices support hot-desking (i.e. users can log in and out of the device using the DFN XML menu), which means that it is often faster to train users on how to log on and off using the XML menu, rather than having to go around looking for which phone needs to be assigned to which extension.

      Note that not all DFN-certified devices support hot-desking. This is often due to the device not supporting external XML menus. In this case, the device will need to be manually assigned to an extension by an administrator.

      Unprovisioned SIP devices will also need to be manually assigned to an extension. Users will never be able to log in or out of these devices. This is one more reason to avoid using unprovisioned devices.

      Authentication

      When editing a device after it has been created and added to the Admin Portal, you will have more options than when adding a new device.

      For the majority of certified devices, Authentication will be the only additional configuration option available.

      Under Authentication, you can:

      • See the activation status of the device

      • See the Authentication PIN (The PIN is entered on the device as part of the two-factor authentication. It is radomly generated and used during provisioning; for more information, see Provisioning IP Allowlisting)

      • Disable the token check (for 30 minutes). This allows to allowlist the device for 30 minutes for resetting and reprovisioning, without the need to enter the PIN.

      • Reset / Re-enable (voice) authentication on the device. When this option is ticked, it will set the status from "successful" to "needed". This option is used if you want to block a device remotely, but not to remove it from the Admin Portal, or to troubleshoot authentication.

      DHCP

      There is an additional configuration option available for DECT devices, DHCP (Dynamic Host Configuration Protocol).

      Please note that this feature is typical for older devices and might not be available for every DECT device.

      Under DHCP, you can set individual network settings which are device and customer-specific. These include IP address, Network mask, Default gateway, Primary and Secondary DNS and MTU (Maximum Transmission Unit).

      Deleting an existing device

      To delete a device from the Admin Portal, you have to deactivate it first. Please note that after deactivation:

      • Devices that have been deactivated won't be able to make or receive new calls

      • Active calls won't be dropped.

      To permanently delete a device, click on the Delete icon. Please note that after deletion all active calls ill be dropped.

      Important

      You should be cautious if the device you're deactivating is still assigned to a phone extension.

      It is highly recommended to unassign devices from extensions before deactivating them.

      Important

      Please note that it is not possible to edit the MAC address of an existing device. If the MAC address of an existing device is incorrect, you will have to delete and then add the device again to the Admin Portal.

      Adding a softphone

      Once you have installed and configured a sofphone or a mobile client, they are automatically added to the portal.

      The installation process for a softphone is done from the end-user computer.

      To install a sofpthone:

      1. Go to https://voip-centrex.dfn.de/en/service/downloads.

      2. Select a relevant softphone client, i.e. for Windows or MAC OS.

      3. Download the installer.

      4. Install the application on your PC. Please note that you need administrator rights to be able to do so.

      5. Register the softphone using your credentials (your K account user name and device creation password).

      There are two versions of Nsoftphone for Windows: Standard and Premium. You can select the version you require during the installation process. Please note that unlike the Standard version, the Premium one is never included in any license.

      Please note that the Nsoftphone Standard is non-terminal-server compatible. It can, however, be used on a Virtual Desktop Infrastructure (VDI).

      Adding a mobile client

      The installation process of a mobile client is very similar to that of a softphone.

      To install a mobile app:

      1. Go to Play Store or to the iOS App Store.

      2. Search for DFN mobile or DFN VoIP Centrex mobile.

      3. Follow the app installation process.

      4. Register the app using your credentials.

      Important

      When installing a mobile app, please note that

      • The DFN Mobile app cannot be used without a SIM card

      • A valid mobile phone number is required when adding an DFN mobile device into the Admin Portal

      • Should a dummy number be entered into the portal, DFN support reserves the right to delete the device without prior notice.

      Important

      When a call to the emergency services is made from the DFN mobile app, the application will automatically hand over the call to the mobile carrier. This means that the call will not go through the DFN telephone system.

      Please note that

      • Calls to emergency services numbers ignore permission and preferred outbound trunk configuration.

      • When a call is made to an emergency services phone number, the system will ignore the extension permission, as well as the preferred outbound trunk configuration.

      • The telephone system will instead use the site information of the device that is used to make the call to present the adequate CLI to the emergency services.

      However, note that only calls to emergency services rely on the device being configured to the correct site. For all other calls, decision to allow or deny the call to go through will be based on the outbound trunk being used.

      When the DFN telephone system is unable to contact an DFN mobile app over data, calls will be automatically forwarded to the GSM number registered in the Admin Portal.

      Number formatting

      It is important to use correct international number formatting to avoid configuration issues during device provisioning.

      E.164 is the international telephone numbering format that ensures that each device has a globally unique number. This is what allows phone calls and text messages to be correctly routed to individual phones in different countries.

      E.164 numbers are formatted [+] [country code] [subscriber number including area code] and can have a maximum of fifteen digits.

      Here are some examples:

      • +491522881739

      • +442079461000

      • +331990089726

      Please note that

      • E.164 numbers don't contain any special characters

      • E.164 numbers don't contain the country long distance dial code (0)

      The DFN configuration system and Admin Portal use a number formatting which is a derivation of the Microsoft number formatting. A further segmentation of numbers is created to define number ranges within a SIP trunk before defining what individual DDI numbers are.

      For example, in a number +4420794601(00–19), the SIP trunk contains 20 individual DDI numbers (00–19).

      Provisioning IP Allowlisting

      In this section, you will find information about Provisioning IP Allowlisting. This configuration option specifically refers to physical devices.

      When a device, e.g. a desktop phone, is initially plugged into the network, it contacts the manufacturer's redirection service over an IP address. To be directed to the DFN provisioning service, it will register on the DFN platform and download the relevant phone configuration.

      With multi-factor authentication, however, the device will attempt to allowlist, or authorise the IP address it is contacting to register and start provisioning. DFN uses multi-factor authentication for security on its platform. For example, a Yealink deskphone, when plugged in, will ask for a PIN before it can be registered and provisioned.

      If a device has been added to the account but has not been plugged in yet, you can configure authentication settings for the device provisioning, see Authentication. You will need to enter a PIN (which is randomly generated PIN) on the device during the multi-factor authentication. Only after you have entered the PIN, the device can be registered and provisioned.

      Provisioning IP Allowlisting makes it possible to set whether an IP address is temporarily or permanently allowlisted, so that devices will not need to authenticate.

      Under Configuration > Provisioning IP Allowlisting, you can see a list of entries which have already been configured.

      In this section, you can see:

      • which IP address the device will register with during provisioning

      • whether the IP address is temporarily or permanently allowlisted

      • the date the IP address is allowlisted until

      • the desctiption that has been added for the IP address.

      Adding a new IP allowlist entry

      To add a new IP allowlist entry:

      1. Click Add IP allowlist entry.

      2. Select whether the allowlisting is Temporary or Permanent. Please note that Temporary is a default setting.

      3. If you have selected Temporary in Step 2, set an end date for the allowlisting.

      4. Add a description (typically, a name) for the whitelisting.

      5. Click Save or Save and create new.

      Overview

      In this section, you will learn about phone extensions and eFax extensions.

      Overview

      Phone extensions are targets. They are the most important of all the target types that are supported by the DFN telephone system and only one of two targets that can make calls to external destinations.

      Under Extensions > Phones, you can see a list of all phone extensions that have been configurered for the tenant.

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries and delete them

      • Edit, clone, delete or edit an entry or copy it to a clipboard (you can also edit an entry by double-clicking on it)

      • Import a CSV file

      • Export a CSV file

      • Select how many entries you want to have on the page

      • Search for a phone extension

      Important

      Before deleting a target, make sure to check if any other target is referencing it, for example, an eFax, IVR or a skill service, as it will change the configuration of the latter.

      General

      Under General, you have the following options:

      Display name

      Assigns a name to the extension

      Mandatory field (for every target type), can be up to 50 characters.
      Please note that the display name may not contain the following special characters: &$!?=|"{}.

      The display name is not only used in the Admin portal. It’s also used in the following areas:

      • It will be shown as the line presentation on the end-user phone that is using this extension (if the device used is a certified device)

      • It will appear in the company phone directory

      • It will be shown on phone displays when making or receiving internal calls (caller line information)

      • It will be used when configuring function keys on devices (Busy Lamp Field, Intercom, etc.)

      • It will be shown in call logs (e.g missed, outgoing or incoming calls)

      Bear in mind that it might not be practical to set the display name to something too long that would not fit in the restricted space that is available on the display of telephone handsets. 

      Extension (internal number)

      Assigns an internal extension number.

      It is a short number that an end user dials to make internal calls to colleagues or services. While present on all target types, it’s a mandatory field only on phone extension.

      Extension numbers are assigned to targets and not to a person or a device. In turn, a phone extension target will be assigned to one or more devices.

      The extension number length can be anything between 1 and 20 digits, although we would recommend a maximum of 6 digits.

      The extension number must be exclusively comprised of digits between 0 and 9. Note that *(star) and # (hash) are not allowed, as these are used for special code dialling. 

      Please note that an extension number cannot start with 0 (zero) or be 0. This is because 0 is the default external dialling prefix (or 9 in the UK and Ireland, where 9 is used as the external dialling prefix). 

      Email address

      Adds a valid email address (optional field).

      The email address assigned to the extension is used for:

      • setting up linked extensions

      • sending notifications if there is a new voicemail message

      Important

      Please make sure that you enter a valid email address, as the system does not recognise whether it a valid address, only that it is correctly formatted.

      External numbers/DDI

      External numbers or DDIs (also known as inbound numbers) allow external callers to reach the phone extension directly without the need to be transferred by an operator or receptionist.

      Under External numbers/DDI, you have the following options:

      Preferred outbound trunk (toggle)

      Activates/deactivates the option to set the preferred outbound trunk for outgoing calls

      Preferred outbound trunk

      Selects the default trunk (default outside line) for outgoing calls

      Ideally, the selected outbound trunk should match one of the inbound numbers configured for this extension.

      Number signalling (CLIP/CLIR)

      Selects the caller information displayed to the other party:

      • Show whole number (CLIP, Caller Line ID Presentation): One of the DDI numbers configured for this extension. If the extension is configured with only one inbound number and the preferred outbound trunk is in the same DDI range, this inbound number will be shown. However, if the extension is configured with more than one DDI in the same range, than you have to specify which DDI should be shown.

      • Show base number (CLIP): The first DDI number from the range of the preferred outbound trunk will be shown

      • Hide number (CLIR, Caller Line ID Restriction): The number will be withheld, external parties will see the calls as anonymous

      • Signal pilot (CLIP): Part of the number will be shown. For example, it is possible to dial 020794600 if the DDI number range is 020794600 (00–99). 020794600 is the signal pilot. Should the DDI number range not support this feature, the Show base number scenario will apply.

      You can change your CLIR/CLIP settings using:

      • Star codes

      • XML menus on your phone handset (if supported by the device)

      • DFN VoIP Centrex apps

      Add configuration

      Assigns one or more DDIs (inbound numbers)

      1. Select a trunk (number range).

      2. Select a DDI number from the trunk.
        Please note that you can add more than one DDI number.
        Please note that the range will show all the numbers, even those which have been assigned to another target (they have a target name underneath). In this case, the system will remove the number from the previous target and assign it to the target you are currently configuring.

      3. Specify caller ID.
        Please note that if you add more than one DDI number but only want one number to be shown when making outbound calls, you can select which DDI number will be shown to external parties.

      Important

      Please note that calls to emergency numbers ignore permission and preferred outbound trunk configuration. The system will use the site information of the device instead. For this reason, make sure that the device is configured to the correct site.

      Devices

      You can assign one or more devices to a phone extension.

      Please note that

      • You can only assign devices to a phone extension

      • The maximum number of devices you can assign to a phone extension varies depending on the license / subscription type that is configured in the customer account. For example, some licences / subscriptions will only allow for one device to be assigned to a phone extension, while others will allow for up to 3 or even up to 9 devices.

      • The license / subscription type for phone extensions applies to the whole account and not to individual extensions.

      You don’t have to assign a device when configuring a phone extension because:

      • The phone extension will never be used on a device and its only purpose is to forward calls somewhere else

      • End users will use the hot-desking feature and will log in and out of devices using the XML menus

      Under Devices, you have the following options:

      Add devices

      Adds one or more devices to the phone extension

      Please note that if there is only one device assigned to the extension, it will automatically become the primary device for this extension.

      Remove other softphone devices when logging into a softphone

      Unassigns all other softphones already assigned to the phone extension

      When this option is enabled, it means that upon logging into a softphone device, all other softphones already assigned to the phone extension will be automatically unassigned.

      This option is very useful when end users share PCs, and to avoid a phone extension reaching the maximum number of devices allowed by the license/subscription, just because end users are not properly logging out of their softphones.

      When assinging a device to a phone extension, please note that

      • Only devices that aren’t already assigned to a phone extension will appear in the list

      • You can filter the list by entering a part of the device ID or the MAC address

      • When adding the first device to a phone extension, it will automatically become the extension primary device

      • The list will show all unassigned devices, including devices that have been deactivated. If you select a device that has been deactivated and this device is also the primary device, calls to this phone extension will fail

      Primary devices

      The primary device indicates which device is the primary device for the phone extension.

      The primary device is used by some target types, such as queue or skill services, to know which of the end-user devices should be rung when a call comes in. Please note that by default, for incoming internal and external calls directly to the extension, all of the devices that are attached to it will ring, not just the primary device.

      Devices that have been deactivated should be removed from phone extension configuration.

      End users can select the primary device for their phone extension by:

      • Dialling star code from the phone they want to set as the primary device

      • Using the XML menu on a device (if supported)

      Geographical settings

      Under Geographical settings, you have the following options:

      Dial prefix

      Selects the external line prefix that end users need to dial when making external calls

      You can select between

      • Default: The phone extension will inherit the dial prefix from the device the call is made from

      • 0: Standard outside line prefix in most European countries

      • 9: Standard outside line prefix in the UK and Ireland 

      Language

       Selects the language

      The default language is always set to German, and this can be changed based on your requirements.

      You can also change the language in

      • DFN VoIP Centrex apps

      • User profile application

      Time zone

      Selects the time zone

      You can inherit the time zone configuration from the tenant configuration or select a different time zone from the drop-down list. 

      The time zone information is used for two purposes:

      • The voice mailbox configuration ensures that the timestamp used by the voicemail system when announcing the date and time a message was left for this extension is in the correct time zone. Please note that end users will need to enable the “announce date/time” option on their voicemail. configuration for this option to work.

      • In the call history lists in the DFN VoIP Centrex app suite.

       

      Use TPS for outbound calls

      Only available for the UK

      Only enabled on the C account, not the K account level

      Country for emergency calls (only applies to mobile site devices)

      Only applicable to mobile sites

      In the example here, there are only two options: Automatic and GB. This is because there is only one mobile site configured on this tenant (see Sites), and the country is set to GB. If a tenant has several mobile sites in different countries, they all appear in the drop-down list.

      If you select the Automatic option, the system will derive the country from the default outbound trunk. In our example, there is only one trunk (hence it is the default outbound trunk), the geographical settings of which derive from the mobile site, which is set to GB.

      Voicemail

      In this section, you will learn how to configure the phone extension voicemail.

      Please note that

      • All phone extensions have a voicemail box and it isn’t possible to fully deactivate it

      • You cannot have a voicemail box without having a phone extension

      • Phone extension is the only target that can have a voicemail box

      • The maximum duration of a single voicemail message is 180 seconds

      • Voicemail messages can be stored for up to 30 days, after which the system will automatically delete them.

      Under Voicemail, you have the following options:

      PIN

      Voicemail PIN; only accepts numerical values, min. 4 characters

      Please note that all phone extensions must have a PIN and if you do not change it, it will be randomly assigned to you. The default PIN is random. Therefore, make sure to set your PIN and remember it, as there is no “Forgot PIN” function available in the system.

      The PIN length depends on the minimum and maximum length settings configured under Tenant.

      The voicemail PIN is used for more than just accessing voicemail. It’s also used to:

      • Log in to the voicemail system to:

        • Retrieve voicemail messages (up to 99 voicemail messages can be retained with an individual message capacity of 180 seconds each)

        • Configure voicemail options via the phone, e.g. to change voicemail greetings

      • Log in to a phone using the XML menu (hot-desking)

      Announce caller ID

      Activates/deactivates announcing the phone number (caller ID) of the person who has left a voicemail message on the phone extension mailbox

      This is only used when the end user calls the voicemail system to retrieve voice messages. 

      This setting can be changed in:

      • The voicemail system mailbox options

      • DFN VoIP Centrex apps

      Announce date and time

      Activates/deactivates announcing date and time the voicemail message was recorded and left on the phone extension mailbox

      This is only used when the end user calls the voicemail system to retrieve voice messages. 

      This setting can be changed in:

      • The voicemail system mailbox options

      • DFN VoIP Centrex apps

       

      Send via email

      Automatically sends an email with a recorded message attached as a WAV. file

      Please note that for this setting to work, you have to have added a valid email address under General.

      Please note that this setting can also be changed in the DFN VoIP Centrex apps.

      Delete after sending

      Only active if Send via email has been activated

      Deletes the voicemail message from the system inbox once the email with the recorded message has been sent

      Please note that the messages will be permanently deleted.

      Please note that this setting can also be changed in the DFN VoIP Centrex apps.

      ‌Display voicemail transcription

      ‌Activates/deactivates automatic voicemail transcription for this extension

      Please note that this setting can only be active if voicemail transcription has been activated for all the extensions of the tenant under Tenant > General > Voicemails, see Voicemails, Geographical settings and Call recording. If voicemail transcription has been activated at the tenant level, yet you do not want this particular extension to have it, you can deactivate it here.

      Individual voicemail greetings

      Allow you to customise the inbox messages for an inbound caller to the extension

      For any of the four options to work, you need to upload an audio file with a maximum size of 7 MB in the MP3 or WAV format.

      There are four inbox message types available:

      • Always play this voicemail greeting: This is a temporary greeting, and it will override all other greeting options, even if they are toggled on

      • Play voicemail greeting when busy: This is a busy voicemail greeting and will only be played if the phone extension is considered to be busy. 

        For the extension to be busy, all devices on the extension would have to return a busy signal when a call is sent to them, or the phone extension would have to have reached the maximum number of calls allowed per extension. For this to happen, one of the following conditions would have to be met:

        • The end user is already on a call, and call waiting is disabled on the phone extension configuration

        • Call waiting is enabled on the phone extension, and the end user has already reached the maximum number of concurrent calls, which is currently set to 5

          If none of the criteria above are met, the unavailable greeting will be played.

      • Play voicemail greeting when unavailable: The unavailable greeting is played when a call is not answered, yet the extension is not deemed to be busy. With the exception of temporary greetings, this is the most played greeting type.

      • Play name recording in system voicemail greetings: The name greeting is used in the absence of any other greeting. This option is meant for end users to record their name and nothing but their name (e.g. John Doe). The voicemail system will then automatically adapt to the situation and insert the recorded name into the message that is played to the caller.

      Voicemail greetings are optional. If no greeting is recorded, the voicemail system will automatically play a standard message using the extension number information instead of the recorded name.

      Important

      Please note that a voicemail box can store up to a maximum of 100 messages. When this limit is reached, the user will be notified by email that their mailbox is full.

      Please note that voicemail messages of less than 2 seconds are likely to be automatically deleted by the voicemail system.

      Call forwarding

      Under Call forwarding, there are two main sections:

      • General settings

      • Profiles and rules

      General settings

      Under General settings, you have the following options:

      Signalled number on external call forwarding

      Selects which phone number should be presented to the party that the incoming call is being transferred to

      There are three options to choose from:

      • Number of caller: This is the default setting. This option presents the phone number of the caller (internal or external) to the party the call is being transferred to.
        Please note that for calls that are being forwarded to an external number, this might also work, but not always, as the option is not supported by all the PSTN carriers. Furthermore, should the caller's number be withheld (anonymous), the DDI of the extension initiating the last call forward will be shown.

      • Number of callee: This option presents the phone number that was called (internal extension number or DDI) to the party the call is transferred to. For example, an extension could be forwarding to another extension, which forwards to an external number. This option will ensure that the original number that was called will be passed through.

      • Number of this extension: This option presents the phone number for the extension that is responsible for the last forwarding. It presents an internal extension number or a DDI if the call is forwarded externally.

      Profiles and rules

      In this section, you will get an overview of how to create a call forwarding profile.

      Please note that a default call forwarding profile is automatically created for each new phone extension. You cannot rename this profile or change its star code from 0.

      Adding a new call forwarding profile

      To add a new call forwarding profile:

      1. Click Add profile.

      2. Add a Profile name.
        You can freely name the profile.

      3. Assign a number between 1 and 9 to the profile.
        Please note that this number is important because it will be used to activate the profile by dialling a star code from any device attached to the phone extension.
        Please note that you can change this number at a later date.

      4. Click Confirm settings.

      To activate a new call forwarding profile:

      • Toggle it on.

      Please note that only one profile can be active at any time.

      Call forwarding profile rule sets

      Within each call forwarding profile, you can configure a set of rules.

      The system automatically configures a set of rules named Any which covers all call types. You can edit these rules and configure options for Always, Busy, No answer and Not registered.

      To add a new set of rules:

      1. Click Add rule.

      2. Select a Source type, for example, Anonymous calls (if you do not want to receive anonymous calls).
        There are four source types: All internal calls, Anonymous calls, Specific internal calls and Specific external calls.

      3. Go to the Rules tab.

      4. Activate one of the four rules (in the example, Always).

      5. Select an action for incoming calls.
        There are 5 action options: Busy, Hang up, Own voicemail, Forward to target and Forward to external number. 
        In the example, you want your extension to hang up if you receive anonymous calls, so you select Hang up.

      6. Click Confirm settings.
        ⇒ You will now see two sets of rules under one profile. You can collapse and expand the sets of rules.

      Note

      Please note that there is only one set of rules available for the default call forwarding profile and that you cannot add further rules to it. However, you can edit the default set of rules.

      Tip

      Please note that you can add up to 9 call forwarding profiles of your own. Each of these profiles can have at least five different sets of rules.

      The system automatically creates a rule set which applies to all inbound calls, and you can add a set of rule for each of the inbound call sources.

      Source types

      The individual call forwarding rules work the same way. However, sources work differently, depending on the source type:

      • All internal calls: Applies to all inbound calls from an internal number to this extension

      • Anonymous: Applies to all inbound calls (internal and external) to this extension

      • Specific internal calls: Allows to select a single internal extension and specify what happens if you receive calls from this extension. For example, you can set all calls to hang up if you receive calls from this extension.

      • Specific external calls: Allows to select a specific area code and specify what happens. Please note that you cannot specify a specific number, only a number that starts with a specific area code.

      Note

      Please note that you can only add one rule for internal and anonymous calls. You can add more than one rule for specific internal and external rules.

      Call forwarding types

      There are four types of call forwarding profiles:

      • Always: Forwards calls to this phone extension to another destination. If activated, overrites all other call forwarding rules.
        If this option is disabled, calls will be sent to all devices that are currently assigned to your phone extension. Devices that are set to DND won't ring.
        If No action is set as the destination and the rule is toggled on, then the system will behave as if the rule were deactivated.

      • Busy: Forwards calls to this phone extension to another destination if your extension is in use and has reached the maximum number of concurrent calls
        For the extension to be considered busy, one the following conditions would have to be met:

        • The end user is already on a call and call waiting is disabled on the phone extension configuration

        • Call waiting is enabled on the phone extension and the end user has already reached the maximum number of concurrent calls, which is currently set to 5

      If none of this criteria is met, the Busy call forwarding rule will not apply.
            If No action is set as the destination and the rule is toggled on, then the system will behave as if the rule    were deactivated.

      • No answer: Forwards calls when the call is not answered and the timeout has been reached
        We recommend configuring the timeout (in seconds). The default timeout value is 20. You can configure any value between 15 and 59 seconds. Please note that if the value is set to 0, the call forwarding will be disabled.
        Please note that if all the devices assigned to the phone extension are set to DND, the system will aply the No answer call forwarding profile.
        If this option is disabled, the system will return "Request Terminated" or "Temporarily Unavailable" SIP response to the caller.

      • Not registered: Forwards calls if all devices that are associated with this phone extension are not registered (not contactable) or if their registration has expired
        A device is considered not registered if it is no longer reachable by the telephone system.

      Action types

      There are five types of actions:

      • No Action
        This option means that the call forwarding is disabled and the telephone system won't attempt any further action.

      • Busy
        This option makes the PABX return a busy signal to the caller. This option forces the telephone system to return a busy SIP response. If the call is already connected, for example. when the call has been transferred, then the telephone system will play a busy tone for 10 seconds and then disconnect the call, returning a busy SIP reason for the call termination.

      • Hang Up
        This option instructs the system to respond with a SIP message type of "Declined".

      • Own Voicemail
        This option forwards calls to this phone extension own voicemail.

      • Forward to target
        This option forwards calls to any type of target, for example, configured contacts and internal extensions. You can search the drop-down list by name or extension number.

      • Forward to external number
        This option forwards calls to an external destination. Make sure that the extension is configured to allow external numbers in call forwarding. Make sure that the number the call is forwarded to includes the external line prefix, otherwise the call will fail.

      Contractual & Billing

      Under Contractual & Billing, you have the following options:

      CTI

      Sets what type of CTI the extension has access to

      Please note that this has to be enabled under Tenant.

      There are the following options:

      • no CTI

      • nCTI Premium

      • nCTI Premium CRM

      • nCTI Standard Windows

      • nCTI Standard CRM Windows

      • nSTI Standard MAC

      Cost centre

      Assigns a cost centre to the extension; max. length is 50 characters

      This option is useful for accounting purposes as it allows costs to be assigned to departments and cost centres.

      Please note that the cost centre is not the same as the project code. 

      Extension is a call centre agent (NMonitoring Queues)

      Activates/deactivates monitoring this extension in NMonitoring Queues

      Only visible if NMonitoring Queues is included in the tenant contract.

       

      Allow recording (direct calls)

      Selects if the user can record a call via a star code

      Please note that this option is only available for direct calls and not queues, skill services etc.

      There are the following options:

      • Never

      • On demand

      The recordings will be sent to the configured email address.

      Permissions

      Under Permissions, you have the following options:

      Calling profile

      Sets outbound call permissions

      There are four options:

      • Intern: The extension can only make calls to other extension numbers on the same customer account. It will not be able to make calls to DDI.

      • Local: The extension can make internal and external calls to numbers that are in the same area code as the trunk used to make the call.

      • National: The extension can make internal, local and national calls to numbers that are in the same area code as the trunk used to make the call.

      • International: The extension can make internal, local, national and international calls.

      Allow to access contacts

      Activates/deactivates permission to access contacts under the tenant

      Enable intercom

      Activates/deactivates the intercom function on this phone extension

      When activated, other extensions can dial this extension in the intercom mode. The intercom mode means that only the primary device of this extension will be called. Please note that devices that do not support this feature will ring until a call is manually answered.

      Allow Ncontrol login

      Activates/deactivates the usage of Ncontrol

      This setting allows you to overwrite the default setting configured on this tenant.

      Enable Click-to-Dial

      Configures Click-to-Dial

      There are three options:

      • On

      • Off

      • Inherit tenant configuration

      This setting allows you to overwrite the default setting configured on this tenant.

      Request voicemail PIN for external calls

      Activates/deactivates the request of the voicemail PIN input

      Please note that not all devices support this feature.

      Enable callback on busy/not available

      Activates/deactivates callback on busy/not available

      Please note that this option is only available for internal calls.

      Tip

      Please note that all external calls are also matched against a list of barred prefixes and phone numbers. These are mainly prefixes that are extremely expensive or phone numbers that have been reported as part of scam or fraud.

      DFN also uses variouls mechanisms to check for potential fraud. For example, the system automatically changes the permission to intern if the extension makes over 25 euro worth of calls within 60 minutes. Please note that this restriction can only be changed by the administrator of the portal.

      Call configuration

      Under Call configuration, you have the following options:

      Number guessing

      Defines how many digits you need to enter before the device starts to display matching numbers from the call history

      Only available for desktop phones.

      There are three options:

      • Deactivated

      • After 4 digits

      • After 6 digits

      This setting can be changed using the XML menu on the desktop phone.

      Auto-dial timeout

      Sets a delay in seconds before the call is automatically initiated after the number has been entered, but you did not press the send or call button

      Only available for desktop phones.

      There are five options:

      • Deactivated (default). We recommend keeping this setting as the device might start dialling an incomplete number, for example.

      • After 2 seconds

      • After 5 seconds

      • After 10 seconds

      • After 15 seconds

      This setting can be changed using the XML menu on the desktop phone.

      Return call after failed transfer

      Sets the timeout in seconds after which a transferred call that has not been answered is returned to the extension that has transferred the call

      This setting is deactivated by default.

      Call waiting indication

      Activates/deactivates call waiting indication for this extension

      When deactivated, and the extension is in a call, new incoming calls will follow the Busy call forwarding configuration. 

      When activated, you will be informed that another call is waiting. If this second call is unanswered, it will follow the Not available call forwarding configuration.

      Use different extension number for internal calls

      Activates/deactivates the use of another target's extension number as the extension number for internal calls

      Parallel ringing

      Activates/deactivates parallel ringing

      This option can be used to call another phone extension, external number or a contact simultaneously when a call comes in.

      Hide phone extension in contacts

      Activates/deactivates the option to hide the extension in the directory

      Voice recording

      Activates/deactivates voice recording

      Please note that this setting is separate from the standard or on-demand voice recording feature. This recording option is available if you have a subscription or add-on, e.g. Neorecording.

      Skills

      In this section, you will get an overview of how to make an extension a member of a skill service. Skills are described in detail under Skills.

      Under Skills, you have the following options:

      Add skill

      Adds the extension to a skill service

      Please note that a phone extension can be a member of multiple skill services.

      Active

      Activates/deactivates the extension in the skill service

      Skill levels

      Sets the skill level of the extension in each skill service it is a member.

      Logged in as agent for skill set

      Activates/deactivates the option to log in to this phone extension to the skill set

      Function keys

      Function keys refer to the physical buttons on devices, e.g. desktop phones. # and * are examples of function keys.

      The number and type of function keys depend on the device type.

      In this section, you will get an overview of how to add a function key and the different types of function keys.

      Click Add function keys to have the following options:

      Key

      Specifies which physical button the key is assigned to

      Please note that if you already have function keys configured, the system will suggest the next available number here.

      Type

      Selects the function key type

      There are five options available:

      • Intercom: Allows sending an announcement to an individual or a selected group of primary devices. 

      • BLF (Busy Lamp Field): Allows for configuring an associated extension. When pressed, the button will show a visual indication of the target status, e.g. busy, away, or available.
        Please note that this option is only available for phone extensions and that the drop-down list uses your contacts.

      • Service: Sets a quick dial into a target service from a drop-down menu. Please note that target services, e.g. group, queue or skills, need to be configured beforehand.

      • Speed dial: Assigns an external number to a button. When pressed, the button will initiate a call to the configured number. Only available for external numbers.

      • Function code: Assigns a function code (star code) to a button, for example, to access voicemail.

      Target

      Enters the function code for the function key

      Name

      Sets a name for the function key that will be shown on the device

      Bear in mind that the space on the device to display a key name might be limited.

      Overview

      In this section, you will get an overview of the configuration settings for an eFax extension.

      An eFax is a virtual fax where conventional faxes are received by the telephony system and then forwarded to a pre-configured email address as an attachment.

      eFax is listed as an extension, not as a service. eFax is the second and last extension type in the DFN cloud telephony system and the only other target type that can make outbound calls.

      An eFax extension also allows end users to send faxes. Please note that it’s also possible to send faxes using a special printer driver that is compatible with the DFN cloud telephony system eFax subsystem.

      Under Extensions > eFaxes, you can see a list of all eFax extensions that have been configurered for the tenant.

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries and delete them

      • Edit, clone, delete or edit an entry or copy it to a clipboard (you can also edit an entry by double-clicking on it)

      • Import a CSV file

      • Export a CSV file

      • Select how many entries you want to have on the page

      • Search for an eFax extension

      Note

      Please note that the configuration of an eFax extension is very similar to that of a phone extension. For this reason, the following sections will only cover the settings that have not been previously described under Phone extensions.

      General

      Please note that the same rules and guidance apply here as for phone extensions, unless specified otherwise.

      Under General, you have the following options:

      Display name

      Assigns a name to the extension

      Mandatory field (for every target type), can be up to 50 characters.

      Extension (internal number)

      Assigns an internal extension number.

      Unlike for phone extensions, this field is not mandatory for an eFax extension and can be left blank.

      External numbers/DDI

      You can configure one or more inbound numbers for an eFax extension as well as outbound numbers.

      Please note that the same rules and guidance apply here as for phone extensions, see External numbers/DDI.

      Geographical settings

      Please note that the same rules and guidance apply here as for phone extensions, see Geographical settings.

      Please make sure that the language and the time zone on an eFax extension are set appropriately.

      We recommend keeping the Dial prefix set to Default. If set to any other value, the extension might not be able to send eFaxes externally.

      Fax server login

      In this section, you will get an overview of how to subscribe to this eFax extension.

      Login and Server are greyed out and you cannot change them.

      You will, however, need to set a PIN, which will be used to subscribe to this eFax extension from the DFN VoIP Centrex apps. This is a mandatory field. For end users to be able to use an eFax extension to send faxes, they will need to subscribe to it. To do so, they need to know the fax login and its PIN.

      Please note that the login details will change upon saving a new eFax extension. Therefore, we recommend setting the PIN to something simple and easy for team members to remember, as these details will be shared amongst users. The rules around the minimum and maximum length for the PIN are identical to the ones already covered in the phone extension section.

      Configuration

      This section is very similar to what has been described for phone extensions. All of these settings are required to configure the extension for calling externally.

      Please note that the same rules and guidance apply for Calling profile and Cost centre as for phone extensions.

      Other options are:

      Email address

      Assigns an email address

      An email address is required on all eFax extensions. This is the email the fax server will forward the faxes it has received to. Often this is a shared address or an email distribution list.

      Make sure that the email address needs to be able to receive emails from external sources.

      Custom header text

      Adds a text to the fax header, which appears at the top of each page when sending a fax

      Delete after sent

      Activates/deactivates the deletion of an eFax from the fax server after it has been forwarded via email

      Please note that if this option is activated, the faxes will be permanently deleted from the server.

      T.30 tax identifier

      Sets the fax identification shown on the recipient's fax display if it supports the T.30 standard

      The maximum length for this field is 30 characters. If this field is left blank, the outbound caller line identification for this eFax extension will be used.

      Under Services, you will learn about managing the following services:

      • Conference service

      • Group service

      • Queue service

      • Skill service

      • IVR service

      • Time control service

      Overview

      In this section, you will learn how to configure a conference service.

      A conference service is a virtual conference room that allows up to 50 participants to join a conference concurrently. The DFN conference service is based on the meet-me concept: The “room” doesn’t need to be booked, no one has to wait in order to be added to the conference and the conference stays up even after the last participant has left the room.

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries and delete them

      • Edit, clone, delete or edit an entry or copy it to a clipboard (you can also edit an entry by double-clicking on it)

      • Select how many entries you want to have on the page

      • Search for a conference

      TIP

      You have the option of cloning a conference if you want to duplicate the conference with the same or similar settings.

      Important

      Please note that

      • It is not currently possible to elevate a participant to become a host. So, if needed, the user will need to hang up and dial in again using the host PIN to join the conference

      • A conference cannot make outbound calls, only extensions can (phone or eFax)

      • When a host adds a participant to a conference, they will use their extension to make the outbound call and call charges will be recorded against that user extension.

      General

      Under General, you have the following options:

      Display name    

      Assigns a name to the conference.

      Mandatory field, can be up to 50 characters.

      The same rules apply as in Section Phone extensions. 

      Extension    

      Assigns an internal extension number.

      Please note that assigning an extension number is not mandatory, so this field can be left blank.

      Bear in mind that the extension number is also the conference room number.

      If you decide to assign an extension number, bear in mind that the same rules apply as in Section Phone extensions.

      External numbers

      Under External numbers, you have the following options:

      Add configuration

      Assigns one or more DDIs (inbound numbers) to the conference service

      For more information, see External numbers (DDI).

      Conference options

      Under Conference options,  you have the following options:

      Language

      Selects the language for the conference service. Please note that the default language is set to German.

      Play music 

      Activates/deactivates the option to play music if there is only one participant present

      Participant options

      Participant and host options are very similar. However, participants have a limited set of options compared to moderators.

      Under Participant options, you have the following:

      Participant PIN

      Sets a PIN to join the meeting.

      Please note that the PIN is autogenerated and unique for each conference.

      Signal join/leave

      Plays the acoustic signal to other participants when a participant joins or leaves the conference.

      Announce join/leave

      Asks new participants for their names.

      The names of new participants are then announced to the participants when they join or leave the conference.

      Announce count

      Informs about the number of people that are already connected to the conference room.

      The announcement takes place after entering the PIN, but before being connected to the conference.

      Permanently muted

      Mutes all participants; only the host can talk.

      Host options

      Since the participant and host options are very similar, the ones already described under Participant options will not be further explored in this section.

      Under Host options, you have the following options unique to the hosts:

      Wait for host

      When activated, locks all communication until a host joins the conference.

      End on host leave

      When activated, ends the conference when the last host leaves.

      Bear in mind that if a host has joined the conference from their mobile phone and the connection is lost, the conference call will end and all the participants will be disconnected.

      Overview

      In this section, you will learn how to configure a group service.

      A group service is the first of three services that enable you to distribute calls to a group of phone extensions, the other two being the queue and skill services.

      A group service can have up to two purposes:

      • It can be a ring group

      • It can be a pick-up group.

      At the very least, it will be a ring group, even if you haven’t configured an extension number or an inbound number for it. This is because, it’s always possible to dial a service target using a function code.

      A ring group will ring all extensions that are a member of the group at the same time. It will also ring all devices that are associated to these extensions, so use this with caution. Furthermore, if the phone extensions configured in the ring group have call waiting enabled, the ring group will present calls to these extensions as well.

      Please note that ring groups are not affected by the call forwarding settings on phone extensions that are a member of the group. This means that if one of the extensions was set up with a call forwarding always to voicemail, for example, it will ignore it and still make the devices associated with this extension ring, unless the devices on that extension are all on DND.

      Please note that on the DFN cloud telephone system, a phone extension can be a member of more than one ring group.

      A pick-up group allows users to pick up a call that is ringing on another phone extension that is part of the same group. This includes calls that are coming via the ACD (queue or skill services).

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries and delete them

      • Edit, clone, delete or edit an entry or copy it to a clipboard (you can also edit an entry by double-clicking on it)

      • Select how many entries you want to have on the page

      • Search for a group

      TIP

      You have the option of cloning a group if you want to duplicate the group with the same or similar settings.

      General

      Under General, you have the following options:

      Display name

      Assigns a name to the group.

      Mandatory field, can be up to 50 characters.

      The same rules apply as in Section Phone extensions. 

      Extension

      Assigns an internal extension number.

      Please note that assigning an extension number is not mandatory, so this field can be left blank.

      If you decide to assign an extension number, please bear in mind that the same rules and guidance apply here as for phone extensions, see Phone extensions. 

      Pick-up group

      Activates/deactivates the option for group members to answer their co-workers' calls.

      When enabled, the group service will be a pick-up group as well as a ring group. Members of the group will be able to pick up calls for other phone extensions within that group, either using a function key or function code (star code 3 or 3 + extension number).

      External numbers

      Under External numbers, you can add one or more DDIs (inbound numbers) to the group service.

      Please note that the same rules and guidance apply here as for phone extensions, see External numbers (DDI).

      Group members

      In this section, you can configure phone extensions that are part of the group service.

      Under Group members, you can add or delete group members.

      Important

      Please note that

      - You can only select phone extensions to be part of the group

      - Group members can only be managed via the Admin Portal: End users cannot add or remove themselves from the group using star codes, XML Menus or the DFN VoIP Centrex apps.

      Options

      Under Options, you have the following:

      Redirect after timeout

      Activates/deactivates redirecting a call after a specified timeout; optional setting.

      The default value is 15.

      The timeout delay is used to specify how long, in seconds, the telephone system will make the phone extensions that are members of that group ring. 

      Most telephone handsets are configured with a hard timeout setting, upon which the phone will give up and reject the call (stop ringing). Note that this value depends on the handset manufacturer, so there is no guarantee that all phones will ring for the same length of time if you use different device manufacturers and models.

      Bear in mind that, unlike other services, the ring group won’t try to deliver calls to the phone extensions again. It will only try once and give up.

      Timeout (seconds)

      Sets a timeout for the group after which the call is redirected.

      Action on timeout

      Selects an automatic action on timeout from a drop-down list

      The options are

      • Busy

      • Hang up

      • Forward to target

      The action on timeout will be used when:

      • The timeout has been reached, and the call hasn’t been answered by any group members

      • All devices for all phone extensions have rejected the call. This could be because:

        • The call has been ringing for longer than the manufacturer's hard-coded timeout in the device

        • The device is not currently reachable (unregistered)

        • The device is on DND

      Target

      Selects a redirection target from a drop-down list.

      Please note that you can redirect the call either to a phone extension or its voicemail.

      Please note that you can only select an existing target from the drop-down list, and you won’t be able to set the destination to an external number. Should you need to do so, you will need to configure a phone extension with a default call forwarding configured to that external phone number and then select that phone extension as a destination.

      Important

      Bear in mind that if the call the ring group is trying to deliver is an inbound call from an external caller, some mobile or landline telephone providers have timeout settings of their own that dictates how long they will try to connect a call before giving up. For instance, many mobile phone service providers will cancel the call attempt if a call is not connected within 60 seconds.

      Therefore, never leave something to chance and always configure a timeout delay.

      [We would recommend setting the timeout delay to value between 15 (this will give a chance to the end user to answer the call) and 60 seconds (you don’t get dropped calls by the caller telephone provider).

      Important

      You should be particularly cautious when using ring groups in conjunction with the DFN mobile client.

      Bear in mind that should the mobile client be unreachable over a data connection (3/4G or Wi-Fi), the DFN mobile app controller will attempt to reach the mobile by calling its GSM / mobile number.

      What does this mean in the ring group context? If one of the devices on a phone extension is an DFN mobile client, which is not currently reachable over the data connection, there is a risk that the call coming via the ring group will end up in the mobile phone voicemail box. Furthermore, the caller could hear the following message from the mobile network on which that mobile phone is connected: “This mobile phone is not accepting calls at present. Try to call again later or try sending a SMS”.

      TIP

      Please note that the ring group will stop ringing all the other members as soon as someone from the group answers the call.

      You can use Busy Lamp Field buttons to pick up calls:

      When a call rings on another phone extension and, if the phone extension of the user trying to pick up that call is in the same group, pressing the flashing BLF button on their phone handset will initiate a directed pick-up.

      Overview

      In this section, you will learn how to configure and manage a queue service.

      Automatic Call Distribution (ACD), or call queuing, provides a way for a telephony system to queue up incoming calls, internal and/or external. The ACD aggregates multiple calls into a holding pattern and assigns each call a rank that determines the order in which that call should be delivered to an available member (typically, first in first out). When a member becomes available, the highest-ranked call in the queue is delivered to that member, and everyone else in the queue moves up a rank.

      The advantage of ACD to the callers is that they don’t have to keep dialling back trying to reach someone, and the advantages to the organisations are that they are able to better service their customers and to temporarily handle situations where there are more callers than there are people available to answer the calls.

      While there are two types of queues (inbound and outbound) that can be configured on the DFN Telephone System, we will mainly concentrate on the inbound queue in this section.

      There are two types of queues on the DFN cloud telephone system:

      • Inbound queues

      • Outbound queues

      An inbound queue is when the telephone system routes incoming calls to queue members who are shown as ready (or open), in a pre-programmed sequence. In contrast, an outbound queue is formed merely to collect the outbound call statistics for the queue members, to generate call analytics information. The outbound queue doesn’t route or distribute calls in any way.

      Members are phone extensions which can join or leave a queue using the methods listed below, without supervisory control or pre-approval:

      • Dialling a star code from their phone extension

      • Using the XML menu on a device (on certified devices and if supported)

      • DFN VoIP Centrex app.

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries and delete them

      • Edit, clone, delete or edit an entry or copy it to a clipboard (you can also edit an entry by double-clicking on it)

      • Select how many entries you want to have on the page

      • Search for a queue

      TIP

      You have the option of cloning a queue if you want to duplicate the queue with the same or similar settings.

      General

      Under General, you have the following options:

      Display name

      Assigns a name to the queue.

      Extension

      Assigns an internal extension number.

      Please note that assigning an extension number is not mandatory, so this field can be left blank.

      If you decide to assign an extension number, please bear in mind that the same rules and guidance apply here as for phone extensions, see Phone extensions. 

      Queue type

      Selects the type of a queue, inbound or to monitor outbound calls.

      The options are:

      • Inbound queue

      • Outbound call monitor. 

      Please note that if you have selected Outbound call monitor, the next option, Priority, won't matter and will disappear.

      Priority

      Sets the value for priority (weight).

      This setting allows you to prioritise queues. The default value is 0, which means no priority. You can set this value between 0 and 255.

      Please remember that the higher the value, the higher the priority. For example, a queue with the value of 1 has priority over a queue with the value of 0.

      Please note that this is a way to prioritise a queue above other queues and not a way to prioritise calls.

      External numbers

      Under External numbers, you can add one or more DDIs (inbound numbers) to the queue service, just like with conference or group services.

      Please note that the same rules and guidance apply here as for phone extensions, see External numbers (DDI).

      Agents logged in

      In this section, you can add or delete queue members. The process is similar to that described under Groups.

      Under Queues, however, there is an additional option, Penalty.

      Within a queue, you can penalise members to lower their preference for being called when there are people waiting in a particular queue. For example, you could penalise queue members when you want them to be a member of a queue, yet to be used only when the queue gets full enough that all of the preferred agents are unavailable. The higher the penalty, the lower the preference.

      By defining different penalties for each member of the queue, we can help control the preference for where calls are delivered, yet still ensure that other queue members will be available to answer calls if the preferred member is unavailable.

      The default value for the penalty is 1, and the maximum value is 10.

      There are a few very important rules regarding the use of penalty in conjunction with call distribution:

      • In most cases, the ACD will not attempt to deliver calls to members with the higher penalty whilst members with a lower penalty are available, even if these members have not answered the call

      • If the ACD has started to deliver calls to members with a higher penalty, but a member with a lower penalty becomes available, it will stop and try the lowest priority members again (this happens only if the timeout per member option is set to anything other than 0).

      Where are calls distributed to?

      There is a difference in the way the ACD distributes calls to members, when compared to a group service. A group service will deliver calls to all members simultaneously and on all their devices. In contrast, the ACD will only deliver calls to a members' primary device.

      You can set ot change the primary device using:

      • Admin Portal

      • A function code (star code) from the device the end user wants to make their primary device

      • The XML menu of the device the end user wants to make their primary device, if supported by the device

      • The DFN VoIP Centrex app.

      Call forwarding configuration on queue members' phone extension

      Same as the group services, the ACD will ignore any call forwarding or parallel ringing (forking) configuration when placing calls to queue members. Instead, you will define how long the ACD will try for in the Agent options section.

      Important

      When is an agent available?

      To be available, the agent's primary device must not be on a call.

      If the device is already on a call, even if that call didn’t come via the queue, the ACD will see that the device is busy and will consider it not to be available.

      In contrast, if the agent is in the middle of dialling a number, but hasn’t yet placed the call, the ACD will consider the device to be available.

      If the device is on DND, the ACD will consider the agent to be available. Please bear in mind that the ACD is not aware of the status and that the DND information is device-based and the central telephone system or server has no view of it.

      In short, the ACD doesn’t monitor the phone extension, but rather checks if there is a call in progress on the primary device to determine if the agent is available or not.

      If the device is not currently registered, or not reachable, the ACD is not aware of this information and will consider the agent to be available.

      If the agent is on a call, but using another device than their primary device, for example, the DFN mobile client, the ACD checks if there is an active call on the primary device to determine if an agent is available or not. So, if an agent is making a call from another device, the ACD will consider the agent to be available.

      Device status

      Agent availability

      Primary device is on a call

      Not available

      Primary cevice is ringing

      Not available

      Primary device is dialling a call, but has not yet placed it

      Available

      Device other than primary is on a call

      Available

      Primary device is on DND

      Available

      Primary device is not registered

      Available

      Queue options

      Under Queue options,  you have the following options:

      Queue timeout

      Activates/deactivates queue timeout to determine how long, in seconds, a call stays in the queue

      Timeout

      Sets a time in seconds for how long a call stays in the queue

      The default is 30. The maximum value is 9,999 seconds (2 hours 46 minutes and 39 seconds).

      Action on timeout

      Selects an automatic action on timeout from a drop-down list.

      The options are:

      • Busy

      • Hang up

      • Forward to target

      • The default configuration is Busy.

      The action on timeout will be used when:

      • The timeout has been reached, and the call hasn’t been answered by any agents.

      Target

      Selects a redirection target from a drop-down list.

      Please note that you can only select an existing target from the drop-down list, and you won’t be able to set the destination to an external number.

      Action when no agent is subscribed

      Determines what happens if a call enters a queue with no agents within the queue.

      The options are:

      • Busy

      • Hang up

      • Forward to target

      • Accept the call to the queue anyway

      The default value is Accept call to the queue anyway. This means that the callers can start queueing even if no agents are logged into the queue. We recommend setting this to another option. Please note that if this option is enabled and an agent is part of the queue but is not available, this setting will be ignored.

      Caller options

      The Caller options are settings that will allow you to configure what the caller will hear when joining the queue.

      Please note that to be able to use the options described below, you will need to have previously added announcements.

      Under Caller options, you have the following:

      Initial announcement

      Selects an initial announcement to be played when a caller joins the queue.

      If configured, the announcement will be played once and only once.

      You can select an announcement from a drop-down list.

      Please note that

      • The announcement will be played whole and cannot be interrupted.

      • The ACD won’t try to find an available member to distribute the call to until the whole announcement has finished playing.

      Periodic announcement

      Selects a periodic announcement to be played when a caller is on hold.

      You can select an announcement from a drop-down list.

      Delay (seconds)

      Specifies the interval in seconds between periodic announcements.

      The default value is 30.

      Bear in mind that the periodic announcement interval needs to be set to a greater value than the announcement duration. Setting an interval value that is less than the announcement duration might break the queue, meaning that callers are unable to join.

      Queue position

      Activates/deactivates announcing the position of a call in the queue.

       

      Delay (seconds)

      Specifies the interval (in seconds) at which the callers will hear a message informing them of their position in the queue.

      The default value is 30. The maximum value is 999.

      Music on hold

      Selects what the caller will hear when in the queue.

      The options are:

      • Default music on hold for the tenant

      • Ringing tone

      • Custom

      Custom music on hold

      Selects an announcement of the type Music on hold.

      Agent options

      The Agent options are settings that will allow you to configure the ACD behaviour for distributing calls to agents.

      The ACD distributes incoming calls in the order of arrival to the first available agent. The system answers each call immediately and, if necessary, holds it in a queue until it can be directed to the next available agent.

      Please note that:

      • The ACD will always distribute calls in sequence: Longest call waiting will be first to be distributed to agents (first in / first out)

      • The ACD is capable of distributing multiple calls at once (i.e. it won’t wait for the first call to be answered by aan agent to start distributing another call)

      • Calls that are being distributed are no longer considered to be waiting in the queue

      • When the ACD has attempted to distribute a call, and none of the agents have answered, the call will go back into the queue to be picked up for distribution by the ACD again.

      Under Agent options, you have the following:

      Selection strategy

      Selects a strategy for an incoming call to be distributed to an agent.

      You can select a strategy from a drop-down list. The options are:

      • Ring all: The ACD will call all agents seen as available. If an agent becomes available after the distribution started, the ACD will not attempt to distribute the call to this agent. It will, however, start distributing the next call waiting in the queue to all available agents at that time.

        We recommend avoiding using this strategy on queues with more than a few members, as waiting time with this strategy tends to be longer than with other strategies.

      • Round robin: The round robin strategy will distribute the first call in the rotation to the first agent in the list, then the second, etc. Subsequent calls will be distributed to the agent in the list after the last one who answered.

      • Random: The ACD will pick a member at random.

      • Longest idle: The ACD will select the member that has received a call from this queue the longest time ago.

      • Least used: The ACD will look for the member who has answered the least number of calls for this queue.

      Activate timeout per agent (seconds)

      Specifies the time how long, in seconds, ACD will make the primary device of the agent ring before pulling the call back into the queue, ready to be distributed again (can only be configured when selecting Round robin or Random).

      The default value is 30.

      Delay the next call after agent timeout (seconds)

      Specifies the time in seconds to hold the call in the queue before trying to connect it to another available agent.

      The default value is 30.

      Activate wrap-up time per agent (seconds)

      Specifies the time required by an agent after a call has ended to complete any work directly associated with the call.

       

      Wrap-up time (seconds)

      Specifies the wrap-up time in seconds.

      The default value is 60.

      Hold duration

      Activates/deactivates a message indicating how long the call has been in the queue for.

      Please note that the caller will be connected only once the agent has heard this message.

      Announcement to agent

      When activated, plays the selected announcement to agents before connecting the caller to them.

      For example, this announcement can be used to inform the agent about which queue/service the caller came from.

      Please note that it only draws from the pool of General announcements.

      Please remember the following:

      • You should avoid configuring a queue that callers can join even if no agents are logged in

      • You should always configure a queuing timeout and an action on timeout for calls to go to when this timeout is reached

      • Calls coming via a queue can get picked up by other extensions, but only if they're in the same pick-up group

      • The ACD will ignore any call forwarding configuration on agent phone extensions

      • You should always configure a timeout per agent that gives enough time for agents to answer the phone, without setting it up to a value that’s too high and increase waiting time

      • You should stay away from using the Ring all strategy

      • Always configure all timeout options on a queue service

      Overview

      In this section, you will learn how to configure and manage a skill service.

      The skill service is using the ACD in exactly the same way the queue service does. It does, however, use a different method when it comes to configuring agents and then selecting them when a call comes in.

      There are two main differences between a queue and skill service:

      • Skill weight works in exactly the opposite way as the penalty weight

      • Agents cannot remove themselves from the skill service.

      Since all the other settings are exactly the same as with queues, this section will only describe the options different to those in queue services.

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries and delete them

      • Edit, clone, delete or edit an entry or copy it to a clipboard (you can also edit an entry by double-clicking on it)

      • Select how many entries you want to have on the page

      • Search for a skill

      TIP

      You have the option of cloning a skill if you want to duplicate the skill with the same or similar settings.

      Skill level

      In contrast to a queue, where you penalise agents to lower their preference for being called, in the skill service, agents with the highest skill level will be called first. For example, you would configure the skill in such a way that people with the most skill for a particular service will be called before people with less skills.

      The default value for the skill level is 1, with the maximum value is 10.

      By defining a different skill level for each member of the service, we can help control the preference for where callers are delivered, yet still ensure that other agents will be available to answer calls if the preferred agent is unavailable.

      Please bear in mind that:

      • In most cases, the ACD will not attempt to deliver calls to agents with lower skills whilst agents with a higher skill are available, even if these agents have not answered the call

      • If the ACD has started to deliver calls to agents with a lower skill, but an agent with a higher skill becomes available, it will stop and try the highest skilled agents again.

      Subscribing/unsubscribing from a skill service

      Bear in mind that phone extensions can be a member of multiple skill services.

      Adding a phone extension to a skill service can be done via:

      • Skills

      • Phone extensions

      Unlike the queue services, phone extensions / end users cannot add or remove themselves from a skill service. The will need to login or logout from their skill set.

      There is currently only one method available for end users to subscribe or unsubscribe from their skill set:

      • Using function codes (star codes).

      The system doesn’t actually remove the agent from the list and will remember the skill level that was configured via the Admin Portal. When the agents unsubscribe from the service, it means they are still listed under it, but are no longer receiving calls. Please note that the agent can still stay logged into their device but unsubscribe from the skill.

      Agents will only be able to subscribe or unsubscribe from their entire skill set and won’t be able to pick which skill service they’re a member of.

      Under Extension > Phones > Skills, you can see what skills an agent is a member of. An administrator can toggle the button on to make an agent an active member of the skill, or toggle it off, in which case the agent won't receive any calls even when subscribed to a skill. Logged in as agent for skill set subscribes the agent into the skill set. So, if an agent has unsubscribed from a skill using a star code, an administrator can subscribe the agent using this option.

      Overview

      In this section, you will learn how to configure and manage an IVR service.

      An IVR service is the first of two services that manage inbound call flows.

      IVR stands for Interactive Voice Response and is often referred to as voice menus. It’s used to describe a system where a caller navigates through a system by using the touch-tone keys on their telephone keypad. An IVR is essentially an announcement / series of announcements. The caller is given the choice of several interactive features, for example: "For Sales, press 1", "For Technical Support, press 2" etc. very much the same as you would get if you were calling your mobile network provider or an online retailer, etc.

      When the caller presses a key on their phone keypad, the phone emits two tones, known as DTMF tones. DTMF stands for Dual Tone Multi-Frequency. The DFN cloud telephone system recognises the DTMF tones and responds accordingly.

      Please note that despite what the name seems to imply, the IVR service doesn’t provide any capabilities for voice or speech recognition, and will only recognise DTMF tones to navigate the menus.

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries and delete them

      • Edit, clone, delete or edit an entry or copy it to a clipboard (you can also edit an entry by double-clicking on it)

      • Select how many entries you want to have on the page

      • Search for an IVR

      TIP

      You have the option of cloning an IVR if you want to duplicate the IVR with the same or similar settings.

      General

      Under General, you have the following options:

      Display name

      Assigns a name to the IVR.

      Mandatory field, can be up to 50 characters.

      The same rules apply as in Section Phone extensions. 

      Extension

      Assigns an internal extension number.

      Please note that assigning an extension number is not mandatory, so this field can be left blank.

      If you decide to assign an extension number, bear in mind that the same rules apply as in Section Phone extensions. 

      External numbers

      Under External numbers, you can add one or more DDIs (inbound numbers) to the IVR service.

      Please note that the same rules and guidance apply here as for phone extensions, see External numbers (DDI).

      Announcement

      Under Announcement, you have the following options:

      Play announcement

      Activates selecting the announcement.

      You can configure only one announcement, which will be played when a caller joins the service.

      Announcement

      Selects the announcement which will be played when a caller joins the service.

      Please note that this can only be a general announcement, not music on hold.

      Bear in mind that although the field is not mandatory, you should always select an announcement to be played by the IVR service; otherwise, the DFN cloud telephone system will answer the call but won’t play any audio, which could be very confusing to the caller and lead to complaints.

      Caller response options

      The Caller response options are settings that will allow you to configure an IVR.

      Under Caller responce options, you have the following:

      Maximum number of digits

      Selects the maximum number of digits (between 1 and 10) for this IVR service.

      Unlike with some other telephony systems, the DFN IVR service allows you to configure key assignments to options that have more than one digit.

      The default option is 1, which means that the IVR will expect the caller to type in one digit before starting to look for a destination to forward the call to.

      The maximum value for this field is 10, which means that the system would either start looking for a destination once the caller has entered 10 digits on their keypad, or will wait for about 5 seconds after the first digit is entered before checking if the destination is configured.

      Please note that this setting works in conjunction with Forward call to extension.

      Forward call to extension

      Activates / deactivates forwarding a call to an extension.

      If activated: If the entered number does not match any of the existing caller response options, the number will be used as an extension number, and the call will be forwarded to the extension.

      Add caller response options

      Adds a caller response option.

      You need to configure the following two options:

      1. Caller response: Desired input or response from the caller.

      2. The destination where the call will be forwarded to after the caller has entered the correct sequence defined in Step 1.

      To add a caller response option:

      1. Add a Caller response option. Please note that you can add a number that is smaller than or equal to the maximum number of digits. For example, if you set the maximum number of digits to 1, you can only add one digit to a caller response option. If you set the maximum number of digits to 3, you can add between 1 and 3 digits.
        Please note that the sequence can be 1 to 10 digits and should only include numbers from 1 to 9.
        You can also use the * or # signs, but only on their own, not in combination with numbers. For example, #100 is not possible.

      2. Select the action for the caller response options between:
        • Hang up
        • Repeat: Repeats the option given by the IVR.
        • Retrieve voicemails: The system will repeat the announcement from the beginning until the caller responds or hangs up.
        • Forward to target: Please note that you can only select an existing target from the drop-down list and won't be able to set the destination to an external number.

      Timeout

      Activates/deactivates an automatic action when a caller has not entered any response option.

      Timeout (seconds)

      Specifies the interval (in seconds, between 1 and 999) after which the action on timeout will take place.

      The default value is 15. The maximum value is 999.

      Please note that the timeout will only kick in once the announcement has fully played. That means, if the announcement is 15 seconds and the timeout is set to 5, the IVR won't initiate the action on timeout until after 20 seconds.

      Action on timeout

      Selects an automatic action on timeout.

      Action on timeout will be used after the announcement has been fully played, the timeout in seconds has expired, and

      • the caller has not entered any digits on their phone keypad,
        or

      • the number sequence entered by the caller is not valid, and the timeout timer is reset.

      Target

      Selects a target to which the call will be forwarded.

      The options are:

      • Busy

      • Hang up

      • Repeat

      • Forward to target: Please note that you can only select an existing target from the drop-down list, and you won't be able to set the destination to an external number.

      Important

      Make sure that

      • you have selected an announcement to be played by the IVR service

      • that the maximum number of digits is greater than or equal to the maximum extension length

      • you have configured a timeout and action on timeout.

      Overview

      In this section, you will learn how to configure and manage a Time Control service.

      A Time Control service is the second of two services that manage inbound call flows. It is based on the time of the day and day of the week. Therefore, a Time Control service is actually two sevices merged into one:

      • Time of the day routing

      • Day of the week routing.

      A Time Control service will allow you to control the destination of incoming calls based upon the day of the week and the time of the day. It’s also logic-based (in the timeframe specified) and binary (in or out / on or off).

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries and delete them

      • Edit, clone, delete or edit an entry or copy it to a clipboard (you can also edit an entry by double-clicking on it)

      • Select how many entries you want to have on the page

      • Search for an IVR

      TIP

      You have the option of cloning a Time Control service if you want to duplicate the Time Control service with the same or similar settings.

      General

      Under General, you have the following options:

      Display name

      Assigns a name to the Time Control service.

      Mandatory field, can be up to 50 characters.

      The same rules apply as in Section Phone extensions. 

      Extension

      Assigns an internal extension number.

      Please note that assigning an extension number is not mandatory, so this field can be left blank.

      If you decide to assign an extension number, bear in mind that the same rules apply as in Section Phone extensions. 

      Geographical settings

      Under Geographical settings, you configure the time zone, which is crucial for configuring a Time Control service.

      Under Geographical settings, you have the following options:

      Time zone

      Selects the time zone for the Time Control service

      You can inherit the time zone configuration from the tenant configuration or select a different time zone from the drop-down list.

      External numbers

      Under External numbers, you can add one or more DDIs (inbound numbers) to the Time Control service.

      Please note that the same rules and guidance apply here as for phone extensions, see External numbers (DDI).

      Rules

      Under Rules, you can configure several rules which interact with each other.

      The following options are available:

      From weekday

      Selects the starting day for the period during which calls will be routed according to the defined action if within the time interval

      To weekday

      Selects the ending day for the period during which calls will be routed according to the defined action if within the time interval

      Please note that From weekday and To weekday are a range rather than individual settings.

      Start time on each day

      Selects the start time on each day for the period during which calls will be routed according to the defined action if within the time interval

      End time on each day

      Selects the end time on each day for the period during which calls will be routed according to the defined action if within the time interval

      Please note that the start and end time apply to each day individually. For example, if you set the From weekday to Monday and To weekday to Tuesday, and Start time to 8:00 and End time to 18:00, then the days and times will be Monday 8.00 to 18:00 and Tuesday 8:00 to 18:00.

      Action if within time intervals

      Selects an action if a call happens within the selected time interval

      The options are:

      • Busy

      • Hang up

      • Forward to target: Please note that you can only select an existing target from the drop-down list and won't be able to set the destination to an external number.

      Action if outside time intervals

      Selects an action if a call happens outside the selected time interval

      The options are:

      • Busy

      • Hang up

        • Forward to target: Please note that you can only select an existing target from the drop-down list and won't be able to set the destination to an external number.

      Bypass time evaluation

      Activates / deactivates to bypass the time evaluation and forward the call directly to the selected target

      Optional setting, only applies to the time range, not the day range. That means that the service will ignore the set time range and will only evaluate the day range.

      You select which action takes place, which is inherited from the earlier configuration.

      The options are: 

      • Target if within time interval (for example, all calls will be forwarded to the selected target between 8:00 and 18:00)

      • Target if outside time interval (for example, all calls will be forwarded to the selected target when a call comes earlier than 8:00 and later than 18:00)

      Important

      Please note that the time of day

      • defines a range per day

      • is the first to be evaluated by the system when routing a call.

      Please note that the system does not evaluate seconds, and the time shown is inclusive, for example, if the end time is set to 18:00, it means until 18:00:59 and not 17:59:59.

      Setting a Time Control service to span over midnight

      For example, you would like to set a day range from Sunday to Monday, with the time interval spanning across midnight, then you will need to set the time intervals for each respective day as 00:00 to 23:59, i.e. Sunday: 00:00 to 23:59 and Monday: 00:00 to 23:59.

      Exception dates

      Setting exception dates allows you to specify whole days or ranges on which the set time routing should be bypassed. Bear in mind that an exception will apply to a whole day, i.e. from 00:00:00 to 23:59:50.

      This setting is used, for example, in case of public holidays, if the businesses are closed on a certain date/date range for the whole day.

      Under Exception dates, you have the following options:

      Add date

      Adds a single date or a date range when calls are permanently forwarded

      Please note that when a date range is added, the portal will automatically convert it into individual date ranges.

      Action

      Selects an action that is performed on the selected date/date range

      The options are:

      • Forward to 'if within time interval'

      • Forward to 'if outside time interval'

       

      In this section, you will learn how to set up and manage:

      • Announcements

      • Contacts

      • Inbound blocklist profiles

      Overview

      Announcements are pre-recorded audio messages or music. These are required to ensure that all callers into services, for example, are hearing the targeted messages/ announcements / dedicated music.

      Under Configuration > Announcements, you can see a list of all announcements that have been added for the tenant. Please note that announcements which have been uploaded in other configurations screens, for example, a queue or an IVR service, are also listed and can be managed in this section.

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries and delete them

      • Edit, play, delete or download an entry or copy it to clipboard (you can also edit an entry by double-clicking on it)

      • Select how many entries you want to have on the page

      • Search for an announcement

      Important

      Before deleting an announcement, make sure to check if any other target is referencing it, for example, an IVR, queue or a skill service, as it will change the configuration of the latter.

      General

      Under General, you have the following options:

      Name

      Assigns a name to the announcement

      Mandatory field, can be up to 50 characters.

      The same rules apply as in Section Phone extensions. 

      Type

      Selects the announcement type

      The options are:

      • General announcement: Messages to help callers navigate through the telephony system. For example, it can be an initial announcement to inform the caller that they are in a queue, of their position in the queue, etc.
        Please note that this type is generally an audio message and not music.

      • Music on hold: Music played while a caller is on hold. This is a general Music on hold type and can be used for any service configuration.

      • Music on hold (queue): Music on hold is configurable for a queue service only.

      • Music on hold (skill): Music on hold is configurable for a skill service only.

      Audio file

      Uploads an audio file

      Please note that only MP3 and WAV files are supported, and the maximum file size is 7 MB.

      Bear in mind that you can replace the audio file when editing an already existing announcement.

      Note

      Bear in mind that personal voicemail announcements or greetings are not part of announcements and are configured directly under each extension.

      Please note that when uploading an audio file for the Music on hold option, the system will replace the default Music on hold file.

      Overview

      Under Contacts, you can set up and manage contacts.

      Please note that we distinguish between:

      • company contacts / phonebook, configured in the Admin Portal

      • private contacts / phonebook, configured by individual users in their DFN VoIP Centrex user apps.

      These two types of contacts can be combined so that they are accessible from certified devices or the DFN VoIP Centrex apps.

      In this section, you will learn how to manage contacts in the Admin Portal only.

      In this view, you can:

      • Add a new entry

      • Delete all contacts

      • Select one, several or all entries and delete them

      • Edit, call, delete an entry or copy it to clipboard (you can also edit an entry by double-clicking on it)

      • Import a CSV file

      • Export a CSV file

      • Select how many entries you want to have on the page

      • Search for a contact

      General

      Under General, you have the following options:

      Full name

      Assigns a name to the contact

      Phone number

      Assigns a phone number to the contact

      Please note that phone numbers must be entered using the Microsoft notation, i.e. country code, area code and the subscriber number.

      Visibility

      Under Visibility, you have the following options:

      Private mode

      Activates / deactivates the visibility limitation of a contact

      When deactivated, the contact will be visible for all extensions. When activated, it will be searcheable only by the extensions set in the exception list.

      Edit exception list

      Adds / removes extensions

      Inbound blocklist profiles

      Under Inbound Blocklist Profiles, you can create rules that block incoming phone calls. Please note that it applies to external numbers, which is helpful for spam, fishing etc.

      In this view, you can:

      • Add a new entry

      • Select one, several or all entries and delete them

      • See which Inblound Blocklist profiles are used in a trunk or multiple trunks (the number after Yes indicates how many)

      • Edit and delete an entry or copy it to clipboard (you can also edit an entry by double-clicking on it)

      • Select how many entries you want to have on the page

      Adding an inbound blocklist profile

      Under General, you have the following option:

      Name

      Assigns a name to the inbound blocklist profile 

      Under Rules > Add rule, you have the following option:

      Name

      Assigns a name to the rule 

      Prefix

      Enters a prefix to be blocked, starting with + and area code

      Under Trunks > Add, you have the following option:

      Trunk

      Selects a trunk to be added to this inbound blocklist profile

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