Call Valet with VoIP.ms Teams Connector
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= What is Call Valet with VoIP.ms Teams Connector? = | = What is Call Valet with VoIP.ms Teams Connector? = | ||
| - | : | + | : Call Valet is an extension application on your Microsoft teams that allows you to send and receive phone calls. If you do not have a VoIP.ms Teams Connector configured yet, [[VoIP.ms_Teams_Connector | visit this article to get started]]. |
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| + | = Step-by-step Configuration = | ||
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| + | : Please follow the instructions below to get started. Note that this process requires the involvement of the '''Microsoft Global Administrator'''. Some tasks can be delegated from the global admin to the '''Microsoft Teams Service Admin''' or '''Skype Admin''', but due to Microsoft's security policies there is '''no way to complete setup without the Global Administrator initial involvement''' | ||
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: <h3> 1 - Verify licenses </h3> | : <h3> 1 - Verify licenses </h3> | ||
| - | :: '''1.1''' Make sure a Phone | + | :: '''1.1''' Make sure a Microsoft Teams Phone Resource Account is available. Phone System Resource Account licenses are only available if you have a subscription for a Phone System license. On how to acquire one, consult [https://learn.microsoft.com/en-us/microsoftteams/teams-add-on-licensing/virtual-user#how-to-obtain-microsoft-teams-phone-resource-account-licenses this article]. |
::: [[File:001_Valet_License.png|border|600px]] | ::: [[File:001_Valet_License.png|border|600px]] | ||
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| - | :: '''2. | + | :: '''2.2''' The initial request when the Microsoft Enterprise Global Administrator is asked for permission looks like this: |
::: [[File:002_Valet_Permission.png|border|200px]] | ::: [[File:002_Valet_Permission.png|border|200px]] | ||
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: <h3> 5 - Set Up Direct Routing. </h3> | : <h3> 5 - Set Up Direct Routing. </h3> | ||
| - | :: '''5.1''' Make sure you have at least 1 available '''AND''' unassigned | + | :: '''5.1''' Make sure you have at least 1 available '''AND''' unassigned licensed user that also has the Phone System or Enterprise Premium License. |
::: [[File:004_Valet_Direct_Routing_1.png|border|300px]] | ::: [[File:004_Valet_Direct_Routing_1.png|border|300px]] | ||
| - | :: '''5.2''' Select the desired Gateway, paste the invitation code from the email then click | + | :: '''5.2''' Select the desired Gateway, paste the invitation code from the email you previously received and then click '''Complete Direct Routing'''. |
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::: [[File:004_Valet_Direct_Routing_2.png|border|300px]] | ::: [[File:004_Valet_Direct_Routing_2.png|border|300px]] | ||
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| + | :: '''5.3''' A popup stating "Verify Tenant" will appear. This will verify the connection to the DNS Provider and it will also validate licenses. Click "Complete Direct Routing" once more after the verification has been complete. | ||
| - | :: '''5.4''' Direct Routing | + | :: '''5.4''' The provisioning of the Direct Routing takes a few minutes. You can refresh the dashboard page after 2-3 minutes to check the progress. |
::: [[File:004_Valet_Direct_Routing_3.png|border|300px]] | ::: [[File:004_Valet_Direct_Routing_3.png|border|300px]] | ||
| - | : <h3> 6 - Configure PBX | + | : <h3> 6 - Configure your PBX Settings </h3> |
| - | :: '''6.1''' | + | :: '''6.1''' Still in the [https://enterprise.connecttoteams.com/ ConnectToTeams Portal], navigate to the '''PBX''' section on the left menu and add a new PBX connection with the "Add PBX" button. |
::: [[File:006_Add_PBX_Connector.png|border|600px]] | ::: [[File:006_Add_PBX_Connector.png|border|600px]] | ||
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:: '''6.2''' Input the VoIP.ms parameters required for the PBX connector. | :: '''6.2''' Input the VoIP.ms parameters required for the PBX connector. | ||
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| - | :: | + | :: Necessary PBX information includes: |
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:::* '''PBX SIP Domain (required)''': VoIP.ms POP Server Hostname - [https://wiki.voip.ms/article/Choosing_Server See full list of servers] | :::* '''PBX SIP Domain (required)''': VoIP.ms POP Server Hostname - [https://wiki.voip.ms/article/Choosing_Server See full list of servers] | ||
:::* '''PBX SIP Domain Proxy''': VoIP.ms POP Server Hostname - [https://wiki.voip.ms/article/Choosing_Server See full list of servers] | :::* '''PBX SIP Domain Proxy''': VoIP.ms POP Server Hostname - [https://wiki.voip.ms/article/Choosing_Server See full list of servers] | ||
:::* '''Voicemail Feature Code''': *97 | :::* '''Voicemail Feature Code''': *97 | ||
:::* '''PBX SIP Domain Procy Port''': 5060 | :::* '''PBX SIP Domain Procy Port''': 5060 | ||
| - | :::* '''Codecs''': | + | :::* '''Codecs''': G711U Only (Be sure the sub-account is set with this codec) |
:::* '''Reg Expires''': 600 | :::* '''Reg Expires''': 600 | ||
:::* '''Caller ID on Forwarding''': '''User's Caller ID''' | :::* '''Caller ID on Forwarding''': '''User's Caller ID''' | ||
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: <h3> 7 - Create/Configure Application Instance. </h3> | : <h3> 7 - Create/Configure Application Instance. </h3> | ||
| - | :: '''7.1''' The Global Administrator | + | :: '''7.1''' You will now need to create a pilot valet, which will only be used for synchronization purposes. The Global Administrator can start the process by clicking '''Dashboard''' on the left menu and then clicking the '''Setup''' button next to '''Teams Valet App'''. This step enables the Valet Application Service and the Application Instance. |
::: [[File:005_Valet_Configure_App_1.png|border|600px]] | ::: [[File:005_Valet_Configure_App_1.png|border|600px]] | ||
| - | :: '''7.2''' | + | :: '''7.2''' Next, configure the Valet Service Account by clicking the '''Configure''' button. This step assigns a Phone Number to the user created as part of the Setup. |
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::: [[File:005_Valet_Configure_App_3.png|border|600px]] | ::: [[File:005_Valet_Configure_App_3.png|border|600px]] | ||
| - | :: '''7. | + | :: '''7.3''' Fill in the following information: |
| - | + | ::* '''PBX Location''': The location previously created when configure your PBX Connector | |
| + | ::* '''Available Voice Routes''': The Server your PBX Connector has been configured to. | ||
| + | ::* '''Teams User''': The pilot user that will be used for this pilot account for sinchronization purposes. | ||
| + | ::* '''Phone Number''': The phone number that this user will be passing for his outgoing calls. | ||
| + | ::* '''SIP User''': Your sub account userID. E.g: 111111_subaccount. | ||
| + | ::* '''SIP Authentication ID''': Your sub account userID. E.g: 111111_subaccount. | ||
| + | ::* '''SIP Password''': Your sub account password you entered while creating the sub account. | ||
| + | ::* '''Confirm SIP Password''': Confirm your sub account password. | ||
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| + | <div style="margin-left:50px; | ||
| + | padding:5px; | ||
| + | border-left: 6px solid rgb(208, 56, 45, 0.8); | ||
| + | box-shadow: 8px 6px 9px -2px #f2f2f2; | ||
| + | background-color: rgba(208, 56, 45, 0.08); | ||
| + | width:70vw;"> | ||
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| + | 🚨 '''Important''' | ||
| + | : Make sure that the sub account configured on this step is '''not''' a sub account that will be used by any users. This sub account will only be used for sinchronization purposes. | ||
| + | </div> | ||
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::: [[File:005_Valet_Configure_App_4.png|border|600px]] | ::: [[File:005_Valet_Configure_App_4.png|border|600px]] | ||
| - | :: '''7. | + | :: '''7.4''' Press '''Save Valet Service Account''' and you will then need to grant the Consent for the Application to appear for the user. |
::: [[File:005_Valet_Configure_App_5.png|border|600px]] | ::: [[File:005_Valet_Configure_App_5.png|border|600px]] | ||
| - | :: '''7. | + | :: '''7.5''' Once you are done assigning the valet application to all your users, you can return to the '''Dashboard''' main menu by clicking it on the left, and deploy the Valet App by clicking the '''Sync Valet App''' button, then clicking '''Provision Application'''. |
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| + | ::: [[File:005_Valet_Configure_App_7.png|border|600px]] | ||
| - | :: '''7. | + | :: '''7.6''' Once complete, you can consult all the users with the application enabled by going into '''Users''' on the left menu. You will see the valet service enabled which is a green headset icon. |
| - | ::: [[File: | + | ::: [[File:005_Valet_Configure_App_2.png|border|600px]] |
| - | : <h3> 8 - Create/Configure Application Instance. </h3> | + | : <h3> 8 - Create/Configure the Application Instance. </h3> |
| - | :: '''8.1''' | + | :: '''8.1''' Head on '''USers''' on the left menu, and then click '''Configure Valet App Users'''. |
::: [[File:005_Valet_Configure_App_9.png|border|600px]] | ::: [[File:005_Valet_Configure_App_9.png|border|600px]] | ||
| - | :: '''8.2''' | + | :: '''8.2''' Fill in the following information: |
| + | ::* '''PBX Location''': The location previously created when configure your PBX Connector | ||
| + | ::* '''Available Voice Routes''': The Server your PBX Connector has been configured to. | ||
| + | ::* '''Teams User''': The user you wish to configure. | ||
| + | ::* '''Phone Number''': The phone number that this user will be passing for his outgoing calls. | ||
| + | ::* '''SIP User''': Your sub account userID. E.g: 111111_subaccount. | ||
| + | ::* '''SIP Authentication ID''': Your sub account userID. E.g: 111111_subaccount. | ||
| + | ::* '''SIP Password''': Your sub account password you entered while creating the sub account. | ||
| + | ::* '''Confirm SIP Password''': Confirm your sub account password. | ||
::: [[File:005_Valet_Configure_App_10.png|border|600px]] | ::: [[File:005_Valet_Configure_App_10.png|border|600px]] | ||
| - | :: '''8.3''' A fully configured Valet App User will show a telephone icon for Teams Registration. | + | :: '''8.3''' Once done, press '''Save Valet User'''. A fully configured Valet App User will show a telephone icon for Teams Registration. |
::: [[File:005_Valet_Configure_App_11.png|border|600px]] | ::: [[File:005_Valet_Configure_App_11.png|border|600px]] | ||
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: <h3> 9 - End user configuration. </h3> | : <h3> 9 - End user configuration. </h3> | ||
| - | :: '''9.1''' Each configured | + | :: '''9.1''' Each configured user will need to add the Valet application. In teams, press '''...''' search for voipms select '''VoIPms Call App''' |
| - | ::: [[File: | + | ::: [[File:VoipmsCallApp1.png|border|300px]] |
| - | :: '''9.2''' | + | :: '''9.2''' Pin it to the sidebar by right-clicking the application on the left bar and selecting "Pin." |
| - | ::: [[File: | + | ::: [[File:VoipmsCallApp2.png|border|300px]] |
| - | :: '''9.3''' And that's it! | + | :: '''9.3''' And that's it! You can now make use of the dialpad in the App to make and receive calls! |
| - | ::: [[File: | + | ::: [[File:VoipmsCallApp3.png|border|300px]] |
= Related Articles= | = Related Articles= | ||
Latest revision as of 18:26, 7 June 2024
What is Call Valet with VoIP.ms Teams Connector?
- Call Valet is an extension application on your Microsoft teams that allows you to send and receive phone calls. If you do not have a VoIP.ms Teams Connector configured yet, visit this article to get started.
Step-by-step Configuration
- Please follow the instructions below to get started. Note that this process requires the involvement of the Microsoft Global Administrator. Some tasks can be delegated from the global admin to the Microsoft Teams Service Admin or Skype Admin, but due to Microsoft's security policies there is no way to complete setup without the Global Administrator initial involvement
-
1 - Verify licenses
- 1.1 Make sure a Microsoft Teams Phone Resource Account is available. Phone System Resource Account licenses are only available if you have a subscription for a Phone System license. On how to acquire one, consult this article.
-
2 - Grant permissions.
- 2.1 Once our team processed your request, the global administrator will receive an email and will need to click the “Complete” button at the bottom of the e-mail.
- 2.2 The initial request when the Microsoft Enterprise Global Administrator is asked for permission looks like this:
-
3 - User Groups Sync.
- 3.1 Once the permission has been granted, the administrator of the ConnectToTeams Portal will need to login he will be redirected to the User Group Sync page. You must select whether Users will be synchronized by specifying one or more Groups.
- If no Group(s) are selected, then all Users of the enterprise will be synchronized.
- If any Group(s) are selected, then only Users that belong to the Group(s) will be synchronized.
🚨 Important
- The Portal WILL NOT synchronize or store Users that are not part of the selected Group(s).
- The image below shows a case where two Microsoft Groups (Accounting and Billing) have been selected to be synchronized.
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4 - Save The App Template.
- You need to create a template for the Teams Application that will house the Valet App interface. This template will set your default settings for any applications that are deployed to your enterprises.
- 4.1 Head to App Template.
- 4.2 Fill the following information:
- Dev Name: VoIP.ms
- Short Description: Put a short description for your team to refer to when they will go on About screen of the application.
- Full Description: Set a full description for your team to refer to when they will go on About screen of the application.
- 4.2 Fill the following information:
- 4.3 Save the template by pressing Save Valet App Template".
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5 - Set Up Direct Routing.
- 5.1 Make sure you have at least 1 available AND unassigned licensed user that also has the Phone System or Enterprise Premium License.
- 5.2 Select the desired Gateway, paste the invitation code from the email you previously received and then click Complete Direct Routing.
- 5.3 A popup stating "Verify Tenant" will appear. This will verify the connection to the DNS Provider and it will also validate licenses. Click "Complete Direct Routing" once more after the verification has been complete.
- 5.4 The provisioning of the Direct Routing takes a few minutes. You can refresh the dashboard page after 2-3 minutes to check the progress.
-
6 - Configure your PBX Settings
- 6.1 Still in the ConnectToTeams Portal, navigate to the PBX section on the left menu and add a new PBX connection with the "Add PBX" button.
- 6.2 Input the VoIP.ms parameters required for the PBX connector.
- Necessary PBX information includes:
- PBX SIP Domain (required): VoIP.ms POP Server Hostname - See full list of servers
- PBX SIP Domain Proxy: VoIP.ms POP Server Hostname - See full list of servers
- Voicemail Feature Code: *97
- PBX SIP Domain Procy Port: 5060
- Codecs: G711U Only (Be sure the sub-account is set with this codec)
- Reg Expires: 600
- Caller ID on Forwarding: User's Caller ID
- Important: The SIP Domain and Proxy must be the same server used Point of Presence for your DID number(s)
- Caller Name Policy: Other
- Custom Caller Name: See the requirements below.
- Necessary PBX information includes:
-
7 - Create/Configure Application Instance.
- 7.1 You will now need to create a pilot valet, which will only be used for synchronization purposes. The Global Administrator can start the process by clicking Dashboard on the left menu and then clicking the Setup button next to Teams Valet App. This step enables the Valet Application Service and the Application Instance.
- 7.2 Next, configure the Valet Service Account by clicking the Configure button. This step assigns a Phone Number to the user created as part of the Setup.
- 7.3 Fill in the following information:
- PBX Location: The location previously created when configure your PBX Connector
- Available Voice Routes: The Server your PBX Connector has been configured to.
- Teams User: The pilot user that will be used for this pilot account for sinchronization purposes.
- Phone Number: The phone number that this user will be passing for his outgoing calls.
- SIP User: Your sub account userID. E.g: 111111_subaccount.
- SIP Authentication ID: Your sub account userID. E.g: 111111_subaccount.
- SIP Password: Your sub account password you entered while creating the sub account.
- Confirm SIP Password: Confirm your sub account password.
- 7.3 Fill in the following information:
🚨 Important
- Make sure that the sub account configured on this step is not a sub account that will be used by any users. This sub account will only be used for sinchronization purposes.
- 7.4 Press Save Valet Service Account and you will then need to grant the Consent for the Application to appear for the user.
- 7.5 Once you are done assigning the valet application to all your users, you can return to the Dashboard main menu by clicking it on the left, and deploy the Valet App by clicking the Sync Valet App button, then clicking Provision Application.
- 7.6 Once complete, you can consult all the users with the application enabled by going into Users on the left menu. You will see the valet service enabled which is a green headset icon.
-
8 - Create/Configure the Application Instance.
- 8.1 Head on USers on the left menu, and then click Configure Valet App Users.
- 8.2 Fill in the following information:
- PBX Location: The location previously created when configure your PBX Connector
- Available Voice Routes: The Server your PBX Connector has been configured to.
- Teams User: The user you wish to configure.
- Phone Number: The phone number that this user will be passing for his outgoing calls.
- SIP User: Your sub account userID. E.g: 111111_subaccount.
- SIP Authentication ID: Your sub account userID. E.g: 111111_subaccount.
- SIP Password: Your sub account password you entered while creating the sub account.
- Confirm SIP Password: Confirm your sub account password.
- 8.2 Fill in the following information:
- 8.3 Once done, press Save Valet User. A fully configured Valet App User will show a telephone icon for Teams Registration.
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9 - End user configuration.
- 9.1 Each configured user will need to add the Valet application. In teams, press ... search for voipms select VoIPms Call App
- 9.2 Pin it to the sidebar by right-clicking the application on the left bar and selecting "Pin."
- 9.3 And that's it! You can now make use of the dialpad in the App to make and receive calls!
