Call Valet with VoIP.ms Teams Connector
From VoIP.ms Wiki
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:: '''2.4''' The initial request when the Microsoft Enterprise Global Administrator is asked for permission looks like this: | :: '''2.4''' The initial request when the Microsoft Enterprise Global Administrator is asked for permission looks like this: | ||
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: <h3> 3 - User Groups Sync. </h3> | : <h3> 3 - User Groups Sync. </h3> | ||
| - | :: '''3.1''' | + | :: '''3.1''' Once the permission has been granted, the administrator of the [https://service.connecttoteams.com/ 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 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. | :::* If any Group(s) are selected, then only Users that belong to the Group(s) will be synchronized. | ||
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| + | border-left: 6px solid rgb(208, 56, 45, 0.8); | ||
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| + | 🚨 '''Important''' | ||
| + | : The Portal WILL NOT synchronize or store Users that are not part of the selected Group(s). | ||
| + | </div> | ||
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| + | :: The image below shows a case where two Microsoft Groups (Accounting and Billing) have been selected to be synchronized. | ||
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: <h3> 4 - Save The App Template. </h3> | : <h3> 4 - Save The App Template. </h3> | ||
| - | :: | + | :: 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. |
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| + | :: '''4.1''' Head to ''App Template''. | ||
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| + | :: '''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. | + | :: '''4.3''' Save the template by pressing '''Save Valet App Template". |
::: [[File:004_Valet_App_Template.png|border|600px]] | ::: [[File:004_Valet_App_Template.png|border|600px]] | ||
Revision as of 21:32, 21 May 2024
Contents |
What is Call Valet with VoIP.ms Teams Connector?
- The VoIP.ms Teams connector lets you link your VoIP.ms account to Microsoft Teams, so you can make and receive calls via your Microsoft Teams application, whether it’s on mobile, tablet or desktop, while still taking advantage of VoIP.ms hosted features. This connector is powered by TeamMate Technology, a third-party solution enabling seamless integration with Teams. Practically speaking, your Microsoft Teams becomes your softphone with a separate softphone application to make or receive calls. You may also link your VoIP.ms account to Microsoft Teams to send and receive text messages directly within Teams. Please note that you will need a Microsoft E1 license at the very minimum to be able to leverage this connector. For more information on Microsoft licenses, please check here.
VoIP.ms Technical Requirements
You require a PBX Connector in order to have the CallApp / Valet. For more information, visit this article to get started.
Valet (Call App) provisioning
-
1 - Verify licenses
- 1.1 Make sure a Phone System Resource Account license 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.
- 2.4 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.
-
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".
-
5 - Set Up Direct Routing.
- 5.1 Make sure you have at least 1 available AND unassigned User license with the Phone System, or comparable, add-on that allows you to use Direct Routing.
- 5.2 Select the desired Gateway, paste the invitation code from the email then click the Complete Direct Routing.
- 5.3 The "Verify Tenant" will pop up, this will verify the connection to the DNS Provider and will validate licenses. Click "Complete Direct Routing" as soon as it is done with the verification.
- 5.4 Direct Routing provisioning will take a few minutes, refresh the dashboard page after 2-3 minutes to check progress.
-
6 - Configure PBX settings.
- 6.1 Navigate to “PBX Settings” section to add a new PBX connection.
- 6.2 Input the VoIP.ms parameters required for the PBX connector.
- Note This task can be delegated to someone other than the Microsoft Global Administrator.
- 6.3 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: G722 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.
- 6.3 Necessary PBX information includes:
-
7 - Create/Configure Application Instance.
- 7.1 The Global Administrator commences the process by clicking the Setup button in the Enterprise Admin Action Items. This step enables the Valet Application Service and the Application Instance for Enterprise. This process automatically creates the "valetservice" user and assigns the Phone System Resource Account made available as part of the prerequisite.
- 7.2 Once complete you will see the ‘valetservice’ in the users page.
- 7.3 Still under the Enterprise Admin Action Items, configure the Valet Service Account by clicking the Configure button. This will take you to the Configure Valet Service Account page where you can select the Application Instance user. This step assigns a Phone Number to the "valetservice" user created as part of the ‘Setup’.
- 7.4 Add the Application Instance user as you would add a regular Teams PBX user then click Save.
- 7.5 Grant the Consent for the Application to enable the Valet App Instance user.
- 7.6 A headset icon will represent the App Instance user in the dashboard
- 7.7 Deploy the Valet App by clicking the Sync Valet App button, then click Provision Application.
-
8 - Create/Configure Application Instance.
- 8.1 Click the Configure Valet App Users from the Users page.
- 8.2 Add a Valet user as you would add a regular Teams PBX user then click Save.
- 8.3 A fully configured Valet App User will show a telephone icon for Teams Registration.
-
9 - End user configuration.
- 9.1 Each configured Valet user will need to add the Valet app.
- 9.2 Add the app, and then pin it to the sidebar by right-clicking and selecting "Pin."
- 9.3 And that's it! Use the dialpad in the App to make calls.
