Elastix Unified Communications Server Cookbook
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About this ebook
- Enable a full cost-effective unified communications server solution
- Go from a single server configuration to a multi-site deployment
- Implement the Call Center module and take advantage of all the VoIP and Unified Communications features available
This book is aimed at those who want to learn how to set up an Elastix Unified Communications Server without losing ground on Unified Communications and Voice over IP.
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Elastix Unified Communications Server Cookbook - Gerardo Barajas Puente
Table of Contents
Elastix Unified Communications Server Cookbook
Credits
About the Author
About the Reviewers
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Free Access for Packt account holders
Preface
Introduction to the Elastix Unified Communications Server
What this book covers
What you need for this book
Who this book is for
Sections
Getting ready
How to do it…
How it works…
There's more…
See also
Conventions
Reader feedback
Customer support
Errata
Piracy
Questions
1. Installing Elastix
Introduction to Elastix Unified Communications System
Elastix's brief history
What is Elastix?
Features list
General features
IP-PBX main features
Fax features
Collaboration features
Instant messaging
Installing Elastix Unified Communications Server software
Inserting the CD and booting
How to do it…
There is more…
Choosing the system's language
How to do it…
Choosing the keyboard type
How to do it…
Partitioning the hard disk
How to do it…
Configuring the network interfaces
How to do it…
Selecting a proper time zone
How to do it…
Entering the password for the user root
How to do it…
There is more…
Logging into the system for the first time
How to do it…
2. Basic PBX Configuration
Introduction
Setting up Elastix's dashboard
Getting ready
How to do it…
Setting up the network parameters
How to do it…
There is more…
Managing users
How to do it…
There is more…
Configuring telephony cards
How to do it…
There is more…
Adding VoIP trunks
How to do it…
Adding SIP extensions
How to do it…
Creating IAX extensions
How to do it…
Creating analog extensions
How to do it…
Creating custom extensions
How to do it…
Provisioning extensions in a simple way
How to do it…
Outbound calls
How to do it…
There is more…
Inbound calls
How to do it…
There is more…
Creating an auto-attendant
How to do it…
There is more…
Controlling outbound calls using different prefixes
Using different prefixes
How to do it…
There is more…
Controlling outbound calls by using a trunk sequence
How to do it…
Controlling outbound calls by using patterns
How to do it…
Controlling outbound calls using PIN Sets
How to do it…
Managing endpoints – Batch of extensions
How to do it…
There is more…
Managing extensions – Batch of endpoints
How to do it…
Using the Endpoint Configurator
How to do it…
3. Understanding Inbound Call Control
Introduction
Displaying voice announcements
How to do it…
Blocking unwanted callers
How to do it…
Routing calls based on caller ID
How to do it…
How it works…
Using MySQL to search for the caller's name
How to do it…
Using HTTP to search for a user
How to do it…
Setting up day/night controls
How to do it…
How it works…
Forwarding incoming calls to another extension or number
How to do it…
How it works…
Setting up a ring group
How to do it…
How it works…
Setting up a queue for ACD
How to do it…
How it works…
How to do it…
How it works…
There is more…
4. Knowing Internal PBX Options and Configurations
Introduction
Creating conference rooms
How to do it…
How it works…
The Web Conference module
How to do it…
Changing the language of a call flow
How to do it…
Adding miscellaneous applications
How to do it…
Adding miscellaneous destinations
How to do it…
Music on hold
How to do it…
Using Internet audio streams
How to do it…
Using the SSH protocol
How to do it…
Using PuTTY as an SSH client
How to do it...
Accessing the FreePBX admin module
How to do it…
Installing the Custom-Context module
How to do it…
Using the Custom-Context module to restrict outbound calls
Getting ready...
How to do it…
Creating paging groups
How to do it…
Creating intercom groups
How to do it…
How it works…
Parking calls
How it works…
Configuring extensions' voicemail
How to do it…
The VmX Locater feature
How it works…
Configuring the Voicemail Blasting module
How it works…
Setting the Callback feature
How to do it…
Configuring DISA
How to do it…
How it works…
5. Setting up the E-mail Service
Elastix's e-mail internals
Sending an e-mail message from the command line
How to do it…
There is more…
Configuring the remote SMTP – setting up a Gmail relay account
How to do it…
Setting the domain and configuring the relay option
How to do it…
Adding e-mail accounts
How to do it…
Controlling ad using the e-mail service with the webmail interface
How to do it…
Filtering unwanted messages
How to do it…
Creating e-mail lists
How to do it…
Setting vacation messages
How to do it…
6. Elastix Fax System
Introduction
Setting up the Elastix fax system
How to do it…
Sending a fax from Elastix's WebGUI
How to do it…
Viewing the sent and received faxes
How to do it…
Installing a fax client
How to do it…
Sending a fax using the HylaFAX client
How to do it…
Receiving a fax
How to do it…
Modifying the e-mail template
How to do it…
7. Using the Call Center Module
Introduction
Installing the Call Center module
How to do it…
Configuring the Call Center module
How to do it…
Creating a group of agents
How to do it…
Creating and adding agents to a group
How to do it…
How it works…
Configuring a queue for standard agent login
How to do it…
Queue for agent callback login
How to do it…
Configuring queues for incoming calls
How to do it…
Setting up the clients
How to do it...
How it works…
Configuring inbound campaigns
How to do it…
Creating a script for outgoing campaigns
How to do it…
Configuring agent break time
How to do it…
Configuring an outgoing campaign
How to do it…
Creating the call file specification
How to do it…
Invoking a URL through the campaign
How to do it…
Adding a number to the Do not call list
How to do it…
Adding a list of numbers to the Do not call list
How to do it…
Adding dynamic agents to the agent console
How to do it…
Adding static agents/callback extensions
How to do it…
Logging agents to the console dynamically
How to do it…
The callback login
How to do it…
Description of the agent console
Actions
Information Screen
Campaign Functions
Call center reports
How to do it…
8. Going Deeper into Unified Communications
Installing the Openfire instant messaging service
How to do it…
There is more…
Integrating Openfire with Asterisk IP-PBX
How to do it…
There is more...
Integrating VTiger CRM with Elastix
How to do it…
How it works…
Setting up video calls
How to do it…
Dialing through MS Outlook
How to do it…
How it works…
Using Directories
How to do it…
Configuring a speed dial list
How to do it…
How it works…
Enabling BLFs and hints
How to do it…
How it works…
9. Networking with Elastix
Setting up remote extensions
How to do it…
There is more…
SIP trunking between Elastix systems
How to do it…
There is more…
Creating a VPN tunnel in our Elastix Unified Communications Server with OpenVPN
How to do it…
Configuring channel banks
How to do it…
Enabling multisites with Elastix
How to do it…
10. Knowing the State of Your Elastix System and Troubleshooting
Using the Flash Operator Panel
Getting ready...
How to do it…
Looking at the Call Detailed Report
How to do it…
Extension's summary
How to do it…
Creating billing rates
How to do it…
Destination Distribution
How it works…
SIP/IAX debugging
How to do it…
Using Wireshark for debugging
How to do it…
Using TCPDUMP for debugging
How to do it...
Helpful Linux commands for debugging
How to do it...
Debugging Asterisk
How to do it...
11. Securing your Elastix System
Knowing the best practices when installing Elastix – Physical security
How to do it…
Knowing the best practices when installing Elastix – Logical security
How to do it…
Installing Fail2ban
How to do it…
There is more…
Using Elastix's embedded firewall
How to do it…
Using the Security Advanced Settings menu to enable security features
How to do it…
Recording and monitoring calls
Getting ready...
How to do it…
Recording MeetMe rooms
How to do it…
Recording queues' calls
How to do it…
Monitoring recordings
How to do it…
Encrypting voice calls
How to do it…
There is more…
Generating system backups
How to do it…
Restoring a backup from one server to another
How to do it…
There is more…
12. Implementing Advanced Dialplan Functions
Creating an advanced IVR using Asterisk AGI and Asterisk's Dialplan
How to do it…
How it works…
Enabling a multiconference toggle button
How to do it…
How it works…
Creating your own Dialplan features
How to do it…
Creating a phone poll using Elastix
How to do it…
Enabling Remote Call Forward
How to do it…
How it works…
Installing the Custom-Context module
How to do it…
Using the Custom-Context module
How to do it…
Integrating Elastix with other PBXs
Integrating GSM Gateways with Elastix
How to do it…
There is more…
Integrating TDM Gateways with Elastix
How to do it…
A. Description and Use of the Most Well-known FreePBX Modules
Third-party modules
B. Addon Market Module
C. Asterisk Essential Commands
D. Asterisk Gateway Interface Programming
E. Helpful Linux Commands
Index
Elastix Unified Communications Server Cookbook
Elastix Unified Communications Server Cookbook
Copyright © 2015 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: March 2015
Production reference: 1260315
Published by Packt Publishing Ltd.
Livery Place
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Birmingham B3 2PB, UK.
ISBN 978-1-84951-934-2
www.packtpub.com
Credits
Author
Gerardo Barajas Puente
Reviewers
Elvin E. Casem
Muhammad Zeeshan Munir
Bernard L. Samontanes
Commissioning Editor
Joanna Finchen
Acquisition Editor
James Jones
Content Development Editor
Anand Singh
Technical Editor
Ryan Kochery
Copy Editors
Tani Kothari
Vikrant Phadke
Sameen Siddiqui
Project Coordinator
Akash Poojary
Proofreaders
Simran Bhogal
Safis Editing
Indexer
Priya Subramani
Graphics
Sheetal Aute
Production Coordinator
Shantanu Zagade
Cover Work
Shantanu Zagade
About the Author
Gerardo Barajas Puente is an electrical and electronics engineer with more than 10 years of experience in the VoIP/ToIP field. He is currently employed as a CTO for Neocenter S.A. de C.V., a well-known value-added VoIP distributor in Mexico, Central and South America, and the United States. He has a strong background in signal processing, information security, and VoIP telephony. He has progressed in his career by supporting, testing, designing, and managing VoIP applications and platforms for a wide range of scenarios, such as call centers, corporate offices, multiple-site systems, and so on. He has also done some development (programming) of VoIP solutions with Asterisk, Elastix, and FreePBX with the help of the PHP, Perl, and XML languages. He is one of the first Elastix certified engineers and has spoken twice at Elastix World.
About the Reviewers
Elvin E. Casem has provided creative, innovative, and state-of-the-art web solutions and IT services. He works as an IT consultant and university instructor at Don Mariano Marcos Memorial State University. He is the CEO of Evenly Ten Web Solutions, with extensive experience in computer applications and programming management, IT systems and infrastructure, cloud computing, web development, resource management, and customer relationship management. Elvin has worked with various information and communication technology companies, such as the IT Group, Inc. and Click Dolphin LLP. He also implements Google Apps for Education for universities and campuses in Region I, the Philippines. Elvin's clients over the last 8 years include The Asset Quest LLP, Eton Properties, Pilipinas Shell, MeadJohnson Philippines, ABS-CBN Investor Relations, and Stores Specialist, among others. He has made many presentations for students and professionals.
I would like to thank God for giving me the strength and knowledge to complete this book review, my family for always supporting me, Christianne Lynnette for being an inspiration and always believing in me, and Packt Publishing for trusting me to be in this reviewing team. Thank you so much!
Muhammad Zeeshan Munir is a freelance ICT consultant and solution architect. Currently, he is working as an infrastructure consultant at Qatar Computing and Research Institute (QCRI), Qatar Foundation, in Qatar. There, he is responsible for the technology and architecture of public and private clouds and management of the research infrastructure (based on thousands of CPU cores, GPUs, co-processors, and Pita bytes of storage). Zeeshan began his career as a system administrator in 2004, and since then, he has acquired and executed many successful projects in multi-million-dollar ICT industries. With more than 10 years of experience, he provides ICT consultancy services for different clients in Europe. He regularly contributes to different wikis and produces various video tutorials, mostly about technologies such as VMWare products, Zimbra E-mail Services, OpenStack, and Red Hat Linux. These can be found at http://zee.linxsol.com/system-administration. In his free time, he likes to travel, and he speaks English, Urdu, Punjabi, and Italian.
Bernard L. Samontanes has 18 years of experience in the ICT industry and has taken up multiple roles from Manila to Riyadh. He possesses a mixed skill set that spans technical support, software engineering, and systems and network administration, security, and infrastructure management. He started programming using Turbo Pascal and then used Turbo C/C++. He has been interested in database application development using FoxPro, Visual Dbase, and Visual Basic. At present, Bernard enjoys coding using C#, MySQL, and PHP for his software development projects, which are mainly in POS, unified messaging solutions (e-mail, IVR, SMS, MMS, and GPRS), and Asterisk integrations.
Bernard is currently employed as the infrastructure manager (POS) for Int'ltec SkyBand, where he oversees network and software development for POS projects. He has also implemented Elastix for POS call center operations and is planning to roll out a full Asterisk-based automated attendant and IVR for the entire company.
I would like to thank my wife, Amelia, who provides support and never-ending understanding during my hectic schedule reviewing this book. To my daughter, Anna, and son, Aizek, who keep me enlighten whenever they need my attention for their school activities.
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Preface
The main objective of this book is to give you all the necessary tools to configure and support an Elastix Unified Communications Server. We will look at these tools through Cookbook recipes, just follow the steps to get an Elastix System up and running.
Although a good Linux and Asterisk background is required, this book is structured to help you grow from a beginner to an advanced user.
We would like to consider this book as introductory documentation for the journey to becoming a guru in the field of unified communications.
Introduction to the Elastix Unified Communications Server
There is a revolution going on in the field of telecommunication these days. The world is getting smaller, the bandwidth is growing, and the protocols are becoming increasingly standardized, open, and stable.
In 1999, Mark Spencer began a very important project, Asterisk PBX. The advantages of open source licensing allowed this project to grow and develop features that were unachievable with traditional telephony devices at very competitive prices.
Nowadays, enterprises are not just looking for telephone solutions (PBX) anymore. They are looking for integral, complete, and out-of-the box
solutions that allow them be as productive as possible. They want to keep their coworkers connected, reachable, and available at all times. If a CTO calls any coworker and the call cannot be answered because the person is at the lobby receiving a customer, it will be routed to that coworker's cell phone, which happens to have a SIP client registered to the PBX using the wireless LAN of the building.
The cost of such a call is almost 0 USD, and even if that coworker does not answer their cell phone, the call can be sent to a voicemail. The voicemail system can send the voice message as an e-mail, and when this person arrives in the office, the message waiting indicator LED on their phone tells them that they have a voice message.
What this book covers
Chapter 1, Installing Elastix, covers basic recipes for installing Elastix.
Chapter 2, Basic PBX Configuration, demonstrates the processes for creating extensions, configuring telephony cards, setting an IVR, and controlling incoming and outgoing calls in a simple way.
Chapter 3, Understanding Inbound Call Control, explains how to get deeper into the IP-PBX features to give the installed solution.
Chapter 4, Knowing Internal PBX Options and Configurations, contains recipes used to configure the language of the recordings (or phrases) the Elastix Unified Communications Server displays, create conference bridges, restrict calls, add miscellaneous destinations and applications, and so on.
Chapter 5, Setting up the E-mail Service, assists you to set up the Elastix Unified Communications Server as an e-mail server.
Chapter