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TeamMate

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(TeamMate configuration)
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== PBX Connector Installation ==
== PBX Connector Installation ==
-
: <h3>'''[1] Grant [https://connecttoteams.elevio.help/articles/17 permissions].'''</h3>
+
: <h3>[1] '''Assign MS licenses to each planned user of ConnecttoTeams.''' </h3>
 +
:: Before beginning with ConnecttoTeams, each planned MS Teams User must have the correct licenses assigned to them.
 +
:: Sometimes due to high traffic '''Microsoft can take up to 24 hours to activate licenses after they have been assigned''', so doing this ahead of time will make the rest of the process much more streamlined.
 +
:: Also, ensure there is '''one additional set of licenses available and unassigned'''.
 +
:: Don’t worry, you can recover these extra licenses once the setup is done.
 +
 
 +
::* If there is a canceled/suspended trial license and a valid license is added with the same name - you should make sure that the canceled trial subscription is removed from the license listing. If not, Microsoft only returns the canceled/suspended SKU and the software will erroneously claim that the proper licenses are not available.
 +
 
 +
: <h3>'''[2] Grant [https://connecttoteams.elevio.help/articles/17 permissions].'''</h3>
::Once your TeamMate subscription is active, you will receive an email to start the configuration process.
::Once your TeamMate subscription is active, you will receive an email to start the configuration process.
:: The global administrator must click the link provided in the email they receive,  
:: The global administrator must click the link provided in the email they receive,  

Revision as of 19:05, 20 March 2024

TeamMate Logo


Microsoft Teams has a built-in softphone. The TeamMate Connector turns that softphone into a registered endpoint on any existing SIP PBX. The Teams user experiences the native dial pad in Teams and a Teams Application with advanced PBX integration features (softkeys, portals, notifications).


Contents


TeamMate-Architecture White.png

How to order a TeamMate subscription through VoIP.ms

Since we partnered with TeamMate you can get your connector subscription from us.

If you're interested in using VoIP.ms through MS Teams, simply send an email to [email protected] mentioning you want to get this service and provide the following information:

  • The service you're interested in (PBX connector, SIP trunk connector, Valet App).
  • The number of licenses/seat you will need (users).
  • The email address associated to the Microsoft General Administrator.

Pricing

PBX connector:
  • $4.50/user/month
Trunk connector:
  • $3.50/user/month
CallApp/Valet connector:
  • $6.00/user/month
 Contact us at [email protected] for bulk pricing.


Prerequisites

Consider these prerequisites before requesting your TeamMate product subscription.

Microsoft Minimal Requirements

  • Microsoft licenses:
- See the licensing section of this article.
  • Number of users to set up.
  • Microsoft Global Administrator
- The initial sign-in and activation must be done by clicking on the button in the email that will be sent to the Microsoft Global Admin for the Enterprise you will connect.
- The Microsoft Global Administrator must be the one to register the enterprise, grant permissions, and finalize changes for the end users.
  • For PBX Connector
- Proper license by User + Phone System Standard or Add-On (See licensing section).
  • For Trunk Connector
- Proper license by User + Phone System Standard or Add-On (See licensing section).
  • CallApp / Valet
- Phone resources license for each user that will use the CallApp.

VoIP.ms Technical Requirements

  • For PBX Connector
- Dialing mode of the VoIP.ms account must be set to E.164.
- One sub-account per user with the following specs:
Authentication: Username/Password.
Device type: ATA device IP Phone or Softphone.
Caller ID: A DID as the caller ID or a verified Caller ID.
Codecs: G722.
  • For Trunk Connector
- Dialing mode of the VoIP.ms account must be set to E.164.
- One sub-account per user with the following specs:
Authentication: Username/Password.
Device type: Asterisk, IP PBX, Gateway or VoIP Switch.
Caller ID: I use a system capable of passing its own CallerID.
Codecs: G722.
  • For CallApp / Valet
- Requires PBX or Trunk Connector..
- If using the PBX Connector. The user must have one sub-account per user with the following specs. (Trunk connector will handle the user).:
Authentication: Username/Password.
Device type: ATA device IP Phone or Softphone.
Caller ID: A DID as the caller ID or a verified Caller ID.
Codecs: G722.

Licensing - MS Licensing for the PBX and SIP Trunk Connector

These are the licenses and combinations that allow the use of Microsoft Direct Routing. The Phone System add-on license is required per user to enable the native dial-pad in Teams.

💬 NOTE

Note that other licenses may work: Teammate' system will dynamically evaluate license contents when an Enterprise commences Direct Routing setup and adds suitable licenses to the lists when new Microsoft licenses are encountered.


💬 NOTE

When purchasing phone add-on licenses we recommend purchasing ones that do NOT include the Microsoft Calling Plan. ConnecttoTeams replaces the need for this additional cost. Additionally, the Calling Plan can interfere with the provisioning process and cause delays. As of June 2022 Microsoft is in the process of retiring the "Business Voice" licenses. The most appropriate replacement for this license is "Microsoft Teams Phone Standard." Microsoft's documentation is aggressively promoting the (more expensive) license with Calling Plan. Do not accept the upselling attempts.


TeamsPhoneLicense.png


💬 NOTE

Additionally, as Microsoft retires the older Business Voice and Phone System licenses existing customers will be forced to migrate to the newer ones.

After the licenses are updated this may disable calling for the user. If this occurs the solution is for the global administrator to disable and re-enable each user in the ConnecttoTeams Portal. Allow propagation time between the disable and the re-enable.


TeamMate DisableUser.png


Inclusive Licenses (User license + Phone System add-on)

Non-Inclusive Licenses (User license only.) Requires Phone System add-on.

Phone System or comparable add-on Licenses

TeamMate configuration

Please follow the instructions that you will find in this section to set up the TeamMate product you subscribed for.

Please note this process requires the complete involvement of the Microsoft Global Administrator. Some tasks can be delegated from the global admin to the “Microsoft Teams Service Admin” & “Skype Admin,” but due to Microsoft's security policies there is no way to complete setup without the Global Administrator initial involvement.

PBX Connector Installation

[1] Assign MS licenses to each planned user of ConnecttoTeams.

Before beginning with ConnecttoTeams, each planned MS Teams User must have the correct licenses assigned to them.
Sometimes due to high traffic Microsoft can take up to 24 hours to activate licenses after they have been assigned, so doing this ahead of time will make the rest of the process much more streamlined.
Also, ensure there is one additional set of licenses available and unassigned.
Don’t worry, you can recover these extra licenses once the setup is done.
  • If there is a canceled/suspended trial license and a valid license is added with the same name - you should make sure that the canceled trial subscription is removed from the license listing. If not, Microsoft only returns the canceled/suspended SKU and the software will erroneously claim that the proper licenses are not available.

[2] Grant permissions.

Once your TeamMate subscription is active, you will receive an email to start the configuration process.
The global administrator must click the link provided in the email they receive,
003 GlobalAdmin Email1.png.png
Then log into the Enterprise portal with your Global Administrator credentials, and authorize the requested permissions.
There are two permission screens that are mandatory and will need to be granted before the enterprise can log into the connector.
1) 004 GlobalAdminPermissions1.png 2) 004 GlobalAdminPermissions2.png 3) 004 GlobalAdminPermissions3.png
4) 004 GlobalAdminPermissions2.png 5) 004 GlobalAdminPermissions5.png
Once logged in there are prompts to sync a group of users then on the dashboard to grant optional additional permissions that enhance ConnecttoTeams call troubleshooting and presence syncing.
1) 005 GlobalAdmin SyncUser.png
2) 005 GlobalAdmin GrantConsent2.png
Must do this for each.
3) 004 GlobalAdminPermissions2.png
4) 005 GlobalAdmin GrantConsent4.png


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