OpenScape Business V2

Configuration for Customer Administrators

Administrator Documentation

A31003-P3020-M103-03-76A9
Our Quality and Environmental Management Systems are
implemented according to the requirements of the ISO9001 and
ISO14001 standards and are certified by an external certification
company.

Copyright © Unify Software and Solutions GmbH & Co. KG 10/2015

Mies-van-der-Rohe-Str. 6, 80807 Munich/Germany
All rights reserved.
Reference No.: A31003-P3020-M103-03-76A9
The information provided in this document contains merely general descriptions or
characteristics of performance which in case of actual use do not always apply as
described or which may change as a result of further development of the products.
An obligation to provide the respective characteristics shall only exist if expressly agreed in
the terms of contract.
Availability and technical specifications are subject to change without notice.
Unify, OpenScape, OpenStage and HiPath are registered trademarks of Unify Software and
Solutions GmbH & Co. KG. All other company, brand, product and service names are trademarks
or registered trademarks of their respective holders.

unify.com
 Contents

Contents

1 Introduction and Important Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

1.1 About this Documentation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.1.1 Types of Topics . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.1.2 Display Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5
1.2 Important Notes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.2.1 Emergencies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6
1.2.2 Data Protection and Data Security . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
2 Administration Concept . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2.1 OpenScape Business Assistant (WBM). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2.1.1 Requirements for the WBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2.1.2 Home Page of the WBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
2.1.3 Introduction to the WBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
2.1.3.1 How to Log into the WBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.1.3.2 How to Log out from the WBM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.1.3.3 How to Change your Own Administrator Password . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
2.1.4 Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.1.4.1 How to Call the Online Help . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
2.1.4.2 How to Invoke the Context-Sensitive Online Help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
3 License information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3.1 License Information without a Network (Standalone) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3.1.1 How to Display License Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16
3.2 License Information in an Internetwork . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.2.1 How to Display all Licenses in the Internetwork . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
3.2.2 How to Display the Licenses Bound to a Node. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
3.2.3 How to Display all Shared Licenses in an Internetwork . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18
3.2.4 How to Display a Node-Dependent View of Station Licenses and User-Oriented Licenses . . . . . . . . 19
4 Stations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.1 Key programming . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
4.1.1 How to Program the Function Keys on the System Phones. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
4.2 Configuring Stations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
4.2.1 How to Edit Station Names. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
5 System Speed Dialing . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
5.1 How to Add a Speed Dial. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
5.2 How to Import Speed Dials from an XML or CSV File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
6 Individual Lock Code (Locking the Phone) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
6.1 How to Reset the Individual Lock Code . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 27
7 Connection Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
7.1 Connection Data Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 28
7.1.1 How to Enable or Disable Connection Data Recording . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
7.2 Account codes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
7.2.1 How to Configure Account Codes. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

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Contents

8 Music on Hold. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
8.1 How to Import Internal Music On Hold . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
9 Announcements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
9.1 How to Configure Announcements (UC Suite) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34
Index . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35

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 Introduction and Important Notes
About this Documentation

1 Introduction and Important Notes

This introduction provides you with an overview of the documentation structure.
The introduction should assist you in finding information on selected topics faster.
First, observe the important notes in this section.

Related Topics

1.1 About this Documentation

This document contains selected configuration tasks for the OpenScape
Business ™communication system that is already installed and configured.

This documentation is intended for customer administrators who want to

customize the predefined configuration on site. It describes all the configuration
tasks that can be performed in the OpenScape Business Assistant (WBM) with
the Basic administrator profile.
The configuration tasks that can be performed with the three other Administrator
profiles, i.e., Enhanced, Advanced and Expert, are not included in this
documentation, since those profiles are intended for administrators with
OpenScape Business expertise or trained service technicians.
The description of all features of the communication system can be found in the
OpenScape Business Feature Description, the OpenScape Business
Administrator Documentation and in the online help of the OpenScape Business
Assistant.
Related Topics

1.1.1 Types of Topics

The types of topics include concepts and tasks:

Type of topic Description

Concept Explains the "What" and provides an
overview of context and background
information for specific features, etc.
Task (operating instructions) Describes task-oriented application cases
(i.e., the "How") step-by-step and assumes
familiarity with the associated concepts.
Tasks can be identified by the title How to
....
Related Topics

1.1.2 Display Conventions

This documentation uses a variety of methods to present different types of
information.

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Introduction and Important Notes
Important Notes

Type of information Presentation Example

User Interface Elements Bold Click on OK.
Menu sequence > File > Exit
Special emphasis Bold Do not delete Name.
Cross-reference text Italics You will find more
information in the
topicNetwork.
Output Monospace font, e.g., Command not found.
Courier
Input Monospace font, e.g., Enter LOCAL as the file
Courier name.
Key combination Monospace font, e.g., <Ctrl>+<Alt>+<Esc>
Courier
Related Topics

1.2 Important Notes

The Important Notes inform you about emergency procedures and data
protection and data security.
Related Topics

1.2.1 Emergencies
This section provides information on how to proceed in an emergency.

What To Do In An Emergency
• In the event of an accident, remain calm and controlled.
• Always switch off the power supply before you touch an accident victim.
• If you are not able to immediately switch off the power supply, only touch the
victim with non-conductive materials (such as a wooden broom handle), and
first of all try to isolate the victim from the power supply.

First Aid
• Be familiar with basic first aid procedures for electrical shock. A fundamental
knowledge of the various resuscitation methods if the victim has stopped
breathing or if the victim’s heart is no longer beating, as well as first aid for
treating burns, is absolutely necessary in such emergencies.
• If the victim is not breathing, immediately perform mouth-to-mouth or mouth-
to-nose resuscitation.
• If you have appropriate training, immediately perform heart massage if the
victim’s heart is not beating.

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 Introduction and Important Notes
Important Notes

Calling for Help

Immediately call an ambulance or an emergency physician. Provide the following
information in the following sequence:
• Where did the accident happen?
• What happened?
• How many people were injured?
• What type of injuries?
• Wait for questions.

Reporting Accidents
• Immediately report all accidents, near accidents and potential sources of
danger to your manager.
• Report all electrical shocks, no matter how small.
Related Topics

1.2.2 Data Protection and Data Security

Please note the details below with respect to protecting data and ensuring
privacy.

The communication systems and servers described in this documentation

process and use personal data for purposes such as call detail recording,
displays, and customer data acquisition.
In Germany, the processing and use of such data is subject to various regulations,
including those of the Federal Data Protection Law (Bundesdatenschutzgesetz,
BDSG). For other countries, please follow the appropriate national laws.
The aim of data protection is to protect the rights of individuals from being
adversely affected by use of their personal data.
In addition, the aim of data protection is to prevent the misuse of data when it is
processed and to ensure that one’s own interests and the interests of other parties
which need to be protected are not affected.

INFO: The customer is responsible for ensuring that the

communication systems and servers are installed, operated and
maintained in accordance with all applicable labor laws and
regulations and all laws and regulations relating to data
protection, privacy and safe labor environment.

Employees of Unify Software and Solutions GmbH & Co. KG are bound to
safeguard trade secrets and personal data under the terms of the company’s
work rules.
In order to ensure that the statutory requirements are consistently met during
service – whether on-site or remote – you should always observe the following
rules. You will not only protect the interests of your and our customers, you will
also avoid personal consequences.
A conscientious and responsible approach helps protect data and ensure privacy:

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Introduction and Important Notes
Important Notes

• Ensure that only authorized persons have access to customer data.

• Take full advantage of password assignment options; never give passwords
to an unauthorized person orally or in writing.
• Ensure that no unauthorized person is able to process (store, modify,
transmit, disable, delete) or use customer data in any way.
• Prevent unauthorized persons from gaining access to storage media such as
backup CDs and DVDs or log printouts. This applies to service calls as well
as to storage and transport.
• Ensure that storage media which are no longer required are completely
destroyed. Ensure that no sensitive documents are left unprotected.
• Work closely with your customer contact; this promotes trust and reduces
your workload.
Related Topics

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 Administration Concept
OpenScape Business Assistant (WBM)

2 Administration Concept
The administration of the communication system is performed with the
OpenScape Business Assistant.
Related Topics

2.1 OpenScape Business Assistant (WBM)

The OpenScape Business Assistant is web-based and is therefore also called
Web-Based Management (WBM).

The scope of administrative tasks offered depends on the administrator profile

being used.
An online help is available for each page of the WBM.
Related Topics

2.1.1 Requirements for the WBM

In order to use the WBM, the administration PC must have the appropriate
software installed.

Supported Web browsers:

• Microsoft Internet Explorer 10 or later
• Mozilla Firefox 18 or later
Related Topics

2.1.2 Home Page of the WBM

The home page of WBM displays important system information, which is split into
different areas (tiles). In addition, it includes notes and provides information on
system errors, events and actions.

The presented system information depends on the administrator profile being

used. The underlined headings in the individual areas are clickable and reference
the related topic in the WBM.

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Administration Concept
OpenScape Business Assistant (WBM)

The following information is displayed:

• Area: Status (Middle)
– White check mark on green background: the communication system is
fully functional - Messages highlighted in red in the other fields indicate
actions that should be performed.
– White check mark on red background: the communication system is not
fully functional and requires the intervention of the administrator -
Messages highlighted in red in the other fields indicate system errors or
events that need to be resolved.
• Area: System
– Brand
– IP address of the communication system
– Current date and time
– Date and time of the last software update
– Notes when operating in an internetwork (system is master or slave,
display of node ID)
– Synchronization status
– Notes on performing a backup and restore
• Area: Documents
– Link to the documentation
• Area: Note

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 Administration Concept
OpenScape Business Assistant (WBM)

– Displays the latest information entered by an administrator. Clicking on

the underlined title opens a text window in which all the information is
displayed and further information can be entered.
• Area: Software
– Version of the installed communication system software
– Indicates whether a UC Booster Card is inserted. If the Booster Card is
additionally accessible via an IP address, the version of the installed UC
Booster Card software is displayed.
The UC Booster Card and the communication system should always be
on the same software version.
– Expiration date of the 3-year software support
– Note on the new software version
• Area: Licensing
– Locking ID for licensing
– SIEL ID for licensing
– Note on the licensing status
• Area: Inventory
– Type and number of active stations
• Area: Applications
– Used application package (UC Smart or UC Suite) and its components,
including the IP addresses of the servers used.
– Indicates whether a UC Booster Card is inserted.
Related Topics

2.1.3 Introduction to the WBM

WBM is the web-based application for the administration of the system.

Language of the User Interface

You can select one of the following languages at login:
• German
• English
• French
• Italian
• Dutch (The online help is only available in English)
• Portuguese
• Spanish

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Administration Concept
OpenScape Business Assistant (WBM)

User Interface Elements

• Navigation bar (1)

The navigation bar is the primary navigation aid and always shows the same
links to the task centers, i.e., Home, Administrators, Setup, License
Management and Service Center as well as the current user name and the
Logout link. When you click on one of these task centers, the associated
navigation tree opens in the navigation area, and the home page of the task
center appears in the workspace.
• Navigation area (2)
The navigation area is the secondary aid and contains the navigation tree with
the menu items of the selected task center. The name of the selected task
center is displayed at the top of the navigation tree with expandable and
collapsible menu groups and menu items below it. Different menu items are
displayed in the menu groups, depending on the situation. Clicking on a menu
item displays the associated page in the workspace.
• Workspace (3)
The workspace is where administration tasks are performed. It is usually
opened in a separate window. The number and selection of messages and
actions displayed depends on the menu item selected in the navigation tree.

Automatic Logoff After Timeout

You are automatically logged off after 30 minutes of inactivity. You must log in
again to continue working with the WBM. If you make some changes and then
take a break, to be on the safe side, you should reload the page before making
any further changes so that no changes are lost due to the automatic logout.

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 Administration Concept
OpenScape Business Assistant (WBM)

Wizards
Wizards enable easy installation and configuration of the system.
Wizards can consist of several pages in succession. OK & Next saves changes
and switches to the next page in the wizard. There is no undo function for changes
committed with OK & Next. If no changes were saved, Abort closes the wizard.
Clicking the X symbol in the upper right corner of the wizard window terminates
the wizard and retains the changes previously saved with OK & Next.
The following wizards are available:
• Telephones / Subscribers > Key Programming
Name and function key programming for system-specific IP devices and UP0
devices.
• Central Telephony > Phone Book / Speed Dialing
Set up central speed-dial destinations for the system's internal phone book.
• Central Telephony > Call Detail Recording
Set up call detail recording connection parameters for call detail applications.
• Central Telephony > Music on Hold / Announcements
Record new melodies and announcements for Music on Hold and
announcement before answering.
• User Telephony > Station name and release
Edit station and group names and reset lock code for individual stations.

Service Center
The Service Center provides documentation, CSV templates and links to further
information under Documents. The documentation can be accessed in all the
supported languages in PDF format. The software for the UC clients, USB drivers
and tools can be found under Software.
Depending on the system configuration, the following contents are available:

Contents UC Smart UC Suite

Documents
Administrator Documentation (PDF) - x
User Guides (PDF) - x
Links to further information x x
CSV templates for importing data for x x
• Stations
• System Speed Dialing
• External directory
Software
Installation files for the software of the UC clients x x
USB drivers x x
Tools x x
Links for direct access to the installation files - x
Related Topics

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Administration Concept
OpenScape Business Assistant (WBM)

2.1.3.1 How to Log into the WBM

Prerequisites
• Your must have access to your user credentials (user name and password).
If not, obtain this from your administrator.
• TLS 1.0 is enabled in your web browser settings.

Step by Step
1) Open the login page in your web browser by entering the following address:
https://<IP address of communication system>. The default IP
address is 192.168.1.2.
2) Click on the language code at the top right and select the language in which
the user interface of the WBM is to be displayed from the menu. The Login
page will be displayed in the selected language.
3) Enter the user name under Login in the first field. "@system" is added
automatically on exiting the field.
4) Enter your password in the second field under Login. Note case usage and
the status of the Num key. The password is shown with asterisks (*).
5) Click Login.
Related Topics

2.1.3.2 How to Log out from the WBM

Step by Step
› Click Logout at the top right of the screen.
Related Topics

2.1.3.3 How to Change your Own Administrator Password

Prerequisites
• You are logged into the WBM with the Expert profile.

Step by Step
1) Click on Administrators in the navigation bar.
2) Enter the new password in the Password and Retype Password fields.
3) Click OK & Next.
Related Topics

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 Administration Concept
OpenScape Business Assistant (WBM)

2.1.4 Online Help

The integrated online help describes key concepts and operating instructions.
The online help is context-sensitive and opens the associated Help topic for each
opened WBM page.

Navigation
The buttons in the online help provide the following functions:
• Contents
provides you with an overview of the structure
• Index
provides direct access to a topic using keywords
• Search
allows you to do a full-text search and selectively find all relevant topics
Related Topics

2.1.4.1 How to Call the Online Help

Prerequisites
• You are logged in at the WBM.

Step by Step
› Click on ?.
Related Topics

2.1.4.2 How to Invoke the Context-Sensitive Online Help

Prerequisites
• You are logged in at the WBM.

Step by Step
› Click in the open WBM window on either the question mark icon at the top
right or the Help button at the bottom left.
Related Topics

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License information
License Information without a Network (Standalone)

3 License information
Information on the available and assigned licenses, products and features is
displayed with the WBM. The license information on all nodes available in the
internetwork can be retrieved.

The following information can be displayed:

• MAC Address: MAC address of the hardware platform or the Linux Server
SoftSwitch to which the licenses are bound.

INFO: If the communication system is in the activation period, a

wrong MAC address may possibly be shown here. The correct
MAC address can be checked via the Service Center under
Inventory (Administrator Documentation, Licensing).

• Advanced Locking ID: Advanced Locking ID of the softswitches in a virtual

environment, to which the licenses are bound.
• Locking ID: Locking ID of the Application Server to which the licenses are
bound.
• Node: Name of the communication system to which the license is bound.
• Product Name: Name of the product for which the license is assigned.
• Feature: Feature for which the license has been assigned.
• Used licenses: Shows the number of used and available licenses.
• Available for distribution: Shows the licenses still available in the
internetwork.
• Status: Status of the license.
The OpenScape Personal Edition product is licensed by its own license file. The
license information for this is displayed under Additional Products.
Related Topics

3.1 License Information without a Network (Standalone)

All licenses assigned to the communication system and the relevant licensing
information can be displayed.
Related Topics

3.1.1 How to Display License Information

Prerequisites
• You are logged in at the WBM.

Step by Step
› Click on License Management in the navigation bar. The license information
for your communication system will be displayed.

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 License information
License Information in an Internetwork

Related Topics

3.2 License Information in an Internetwork

In an internetwork, all existing licenses and the relevant license information can
be displayed. This information is read from the network license file.

All licenses of an internetwork (with the exception of the base licenses) are
"floating" licenses and are managed in a license pool. If a license is no longer
required by a node (communication system), it is released and can thus be used
another node.
All the licenses of the internetwork as well as any shared (floating) licenses or
licenses that are bound to a specific node can be displayed in an internetwork.
In addition, station licenses and user-oriented licenses can be sorted by node and
displayed in a list.
Related Topics

3.2.1 How to Display all Licenses in the Internetwork

Prerequisites
• The communication system is located in an internetwork.
• You are logged in at the WBM.

Step by Step
1) Click on License Management in the navigation bar.
2) In the navigation tree, click on License Information. All licenses in the
internetwork are displayed.

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License information
License Information in an Internetwork

Related Topics

3.2.2 How to Display the Licenses Bound to a Node

Prerequisites
• The communication system is located in an internetwork.
• You are logged in at the WBM.

Step by Step
1) Click on License Management in the navigation bar.
2) In the navigation tree, click on License Information.
3) Click in the navigation tree on the system name or the locking ID of the
desired node. The licenses specifically bound to this node will be displayed,
e.g., the base license.

Related Topics

3.2.3 How to Display all Shared Licenses in an Internetwork

Prerequisites
• The communication system is located in an internetwork.
• You are logged in at the WBM.

Step by Step
1) Click on License Management in the navigation bar.
2) In the navigation tree, click on License Information.

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 License information
License Information in an Internetwork

3) In the navigation tree, click Floating. All shared licenses in the internetwork
are displayed.

Related Topics

3.2.4 How to Display a Node-Dependent View of Station Licenses and User-

Oriented Licenses

Prerequisites
• The communication system is located in an internetwork.
• You are logged in at the WBM.

Step by Step
1) Click on License Management in the navigation bar.
2) Click on Network-wide License Overview in the navigation tree. All station
licenses and user-oriented licenses in the internetwork can be sorted by
node.
Related Topics

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Stations
Key programming

4 Stations
A subscriber or station is a communication partner connected to the
communication system. In general, every station (apart from virtual stations) is
assigned a terminal. A terminal is, for example, a telephone, a PC or fax device.
The stations may also be users of the UC Clients.

The following types of stations exist:

• IP stations (also known as IP clients)
• SIP stations (a subset of IP stations)
• UP0 stations
• DECT stations
• ISDN stations
• Analog stations
• Mobility stations (mobile stations, see Administrator Documentation, Mobility)
• Virtual stations
Related Topics

4.1 Key programming

Every system phone comes with a certain number of function keys. A number of
these function keys are programmed by default with functions. You can modify
this default setting and program the remaining function keys that were not prepro-
grammed.

The individual keys can be programmed as follows:

• Key programming via WBM
The keys on connected system telephones can be programmed in the WBM
via the Key Programming wizard.
This wizard can also be used to program a key assignment for a subscriber
even though no system telephone has been connected for that subscriber.
• Key programming via the UC clients
Users of the UC clients myPortal Smart, myPortal for Desktop, myPortal
for Outlook and myAttendant can also program the keys on their system
telephone via these UC clients (see the respective User Guides for the UC
clients).
• Key programming directly at the system telephone
System phones with display allow you to program certain function keys
directly at the phone.

Programming Function Keys on Different Levels

The function keys of the system telephones can be programmed twice, that is, on
the first and second levels. You can program all available functions on the first
level. You can program external phone numbers on the second level. The Shift
key must be programmed on the system phone before you can use the second
level. The function key LEDs are always assigned to the first level.
Related Topics

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 Stations
Key programming

4.1.1 How to Program the Function Keys on the System Phones

You can use the Key Programming wizard to configure the function keys on the
system phones.

Prerequisites
• You are logged on to the WBM with the Advanced profile.

Step by Step
1) In the navigation bar, click on Setup.
2) In the navigation tree, click Wizards > Telephones / Stations.
3) Click Edit to start the Key Programming wizard. A list of all stations is
displayed.
4) Click Edit in the row containing the station you want.
5) Assign the system phone to the station:
• If a system telephone is already connected for the station, you will be
presented with a simplified display of the system telephone.
• If no system telephone is connected for the station as yet, select the
system telephone to be connected from the drop-down list. You will then
be presented with a simplified display of the system telephone.
6) Click in the simplified display of the system telephone on the desired key field.
The function keys of the selected key field will be displayed with the currently
assigned functions.

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Stations
Configuring Stations

7) Assign functions to the function keys:

a) Click on the key symbol for the function key to be assigned. A drop-down
list with the available functions appears.
b) Select one of the offered choices Select Function drop-down list.
c) Some functions require additional information. Select this as needed or
enter the required data.
d) Click Save.
e) If required, edit the function key label in the Change predefined label
field.

INFO: If you have a system telephone with automatic key labeling

(such as an OpenStage 60 HFA, for example), this text will appear
in the display of the system telephone.

f) Click Save.
g) If you want to assign functions to further function keys, repeat step 7.
8) If you programmed a function key as the Shift Key, select the Shift Key
check box. Program the second level of the function keys with the external call
numbers as described below under step 7.
9) Click Save Keypad.
10) If you want to apply the key assignment just completed to several or all
system telephones, enable the check box for the desired system phones and
then click on Apply, OK and OK & Next.
11) If you want to apply the key assignment just completed to only the selected
system telephone, first click on Deselect all stations to be on the safe side
and then on OK & Next.
12) Click Next followed by Finish.
Related Topics

4.2 Configuring Stations

The first name and last name of the subscribers can be changed.

Related Topics

4.2.1 How to Edit Station Names

The Station Name and Release wizard can be used to edit the names of stations.

Prerequisites
• You are logged in at the WBM.

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 Stations
Configuring Stations

Step by Step
1) In the navigation bar, click on Setup.
2) In the navigation tree, click Wizards > User Telephony.
3) Click on Edit to start the Station Name and Release wizard.

4) Click in the Name column in the field of the desired subscriber and edit a
subscriber name in the format Last Name, First Name or First Name
Last Name.
5) If you want to edit the names of further stations, repeat step 4.
6) Click on OK & Next, followed by Finish.
Related Topics

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System Speed Dialing
Configuring Stations

5 System Speed Dialing

You can save frequently needed external phone numbers in the communication
system. Every number is then represented by a speed-dial number which is used
instead of the full phone number.

Speed-dial numbers consist of 4-digit numbers.

All subscribers are members by default of a group that is assigned all SSD
numbers. This means that every subscriber can use all SSD numbers.
SSD overrides toll restriction rules.
The numbers for system speed dialing are configured by the administrator in
groups. The subscribers can each be assigned to one of these groups. A
subscriber can only use the speed-dial numbers of his or her allocated group. A
group can only be assigned a single SSD range.
Used speed dial numbers are stored in the redial memory.
To program a "dial pause" and DTMF changeover for suffix dialing of DTMF
characters (e.g., for controlling voicemail boxes), you can use the Repdial "P-key"
or "#" (pound) key.

Translation of station numbers to names

You can assign a name to each speed-dialing destination. As soon as a call is
received from a saved phone number, the system automatically enters the name
and displays it instead of the phone number if CLIP is set.

Suffix-dialing
Suffix-dialing is also possible:
• Manual suffix-dialing
The user can select additional numbers by selecting the access code and
entering the index number (speed-dial number). These are added to the
station number saved in this index and dialed.
• Automatic suffix-dialing
When configuring an SSD, the number entered can be split into two parts. A
dash "-" is used as the separator. The first part is always sent. A timer then
starts. If the user does not dial any more digits before the timer expires, the
second part of the number entered is automatically suffix-dialed, otherwise
the manually dialed digits are transmitted.

For example: SSD = 7007–0

If the station does dial a DID (manual suffix-dialing) after selecting the SSD
and before the specified time has expired, 0 is automatically dialed (automatic
suffix-dialing).

Importing Speed Dial Numbers

You can import speed-dial lists from an XML or CSV file in UTF-8 format. Existing
speed dial numbers are deleted before the import.

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 System Speed Dialing
How to Add a Speed Dial

File structure:
4-digit speed dial (use leading zeros);CO access code with long number;last
name, first name
Example:
0001;08970070;Schmidt, Marcus
1010;006768970070;Schmoll, Lucas

INFO: An XML and a CSV template with the appropriate expla-

nations can be found in the WBM under Service Center >
Documents > CSV Templates. You can enter your speed dial
destinations in these templates by using Microsoft Excel, for
example.

Exporting Speed Dial Numbers

As an administrator with the Expert profile, you can export speed-dial numbers
to an XML file in UTF-8 format in the Expert mode. The export always includes
all the records.
Related Topics

5.1 How to Add a Speed Dial

The Phone Book/Speed Dialing wizard can be used to add speed-dial destina-
tions for system speed dialing.

Prerequisites
• You are logged in at the WBM.

Step by Step
1) In the navigation bar, click on Setup.
2) In the navigation tree, click Wizards > Central Telephony.
3) Click on Edit to start the Phone Book/Speed Dialing wizard.
4) Enter the Speed dial number, the Call number, and the Name of the speed-
dial destination in a free table row.
5) If you want to add further speed-dial destinations, click on Store data and
repeat the previous step.
6) Click on OK & Next.
7) Click on Finish.
Related Topics

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System Speed Dialing
How to Import Speed Dials from an XML or CSV File

5.2 How to Import Speed Dials from an XML or CSV File

The Phone Book / Speed Dialing wizard can be used to import speed-dial
numbers and phone numbers from an XML or CSV file. Existing speed dial
numbers are deleted before the import.

Prerequisites
• You are logged in at the WBM.
• An XML file or a CSV file with the entered speed dial numbers is available in
UTF-8 format. An XML and a CSV template for importing speed-dial numbers
can be found under Service Center > Documents > CSV Templates.

Step by Step
1) In the navigation bar, click on Setup.
2) In the navigation tree, click on Wizards > Central Telephony.
3) Click on Edit to start the Phone Book/Speed Dialing wizard. The Edit
central phone book window appears.
4) Click on Import/Export CSV/XML Data.
5) Click in the Import CSV/XML file via HTTP area on Browse to select the
desired file.
6) Click on OK. Existing speed dial numbers are deleted, and the speed dial
numbers entered in the XML or CSV file are imported into the system.
7) Click on Finish.
Related Topics

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 Individual Lock Code (Locking the Phone)
How to Reset the Individual Lock Code

6 Individual Lock Code (Locking the Phone)

If the individual telephone lock is set for a phone, external calls cannot be
conducted from that phone, and the user settings cannot be modified.

Emergency numbers can be dialed even if the phone is locked.

You can still conduct internal calls.
Incoming calls can be redirected to internal subscribers.
A locked telephone only supports features that do not require external dialing. The
System Speed Dialing feature is the exception to this rule.
To remind subscribers that the station is locked, the phone receives a steady tone
(special dial tone). In addition, on phones equipped with a display, the message
"Unlock Phone" appears.
Subscribers can lock their phones via a key or code by entering their personal
lock codes and then unlock the phone again as required.
The phone lock code must be configured first before the phone lock can be used.
The phone lock code is set to 00000 by default for all phones and can be set
individually. To do this, the must be unlocked. The phone lock code must always
be 5 digits. Only digits 0-9 are allowed. If the subscriber has forgotten the phone
lock code, he or she can have it reset to the default value 00000 by an authorized
user (i.e., the first station in the system with the call number "100" or the
administrator).
Related Topics

6.1 How to Reset the Individual Lock Code

Use the Station name and release wizard to reset the individual lock code on a
phone.

Prerequisites
• You are logged on to the WBM with the Advanced profile.

Step by Step
1) In the navigation bar, click on Setup.
2) In the navigation tree, click Wizards > User Telephony.
3) Click Edit to start the Station Name and Release wizard. The Name
Configuration and Unlock for Stations and Groups window appears.
4) Enable the check box System telephone lock reset.
5) Click OK & Next followed by Finish.
Related Topics

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Connection Data
Connection Data Recording

7 Connection Data
Connection data includes the collection of call data and account codes.

Related Topics

7.1 Connection Data Recording

The system can log the connection data of used lines.

For every completed connection and/or every incoming connection, a connection

data record is created. A separate connection data record is stored for each new
connection segment (for example, as a result of transferring or forwarding to
another subscriber). Internal connections are not logged.
The administrator can enable the following options for recording connection data:
• Recording on or off
• Connection duration
• Currency amounts or call charge units:
Call charge units are converted into currency amounts based on the
configurable call charge factor (currency amount per call charge unit).
• Decimal format
Divides the currency amount by100 to display 6 cents as 0.06, for example
• Suppress last four digits of destination numbers
• Log incoming connections
• Outgoing calls without connection:
For example, this gives the calling party proof that the destination station did
not accept the attempted call (marked with the connection duration 00:00:00).
This option applies to ISDN connections and to all subscribers.
• Connection protocol
Start logging on beginning the call
• Log MSN
• Output LCR number outgoing or dialed number incoming
– outgoing:
the actual call number which is sent by LCR to the PSTN
– incoming:
the originally dialed internal number
If call charges accrue before the call is set up (as occurs in Austria, for instance),
these are recorded, irrespective of whether or not logging of outgoing calls
without connection is enabled.
The system takes connections via QSIG trunks into account only if a trunk code
has been configured for them.
No logging occurs for:
• premature termination of the call attempt

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 Connection Data
Account codes

• unauthorized connections (LCR, Denied lists).

Related Topics

7.1.1 How to Enable or Disable Connection Data Recording

The Call Detail Recording wizard can be used to activate the recording of
connection data.

Prerequisites
• You are logged in at the WBM.

Step by Step
1) In the navigation bar, click on Setup.
2) In the navigation tree, click on Wizards > Central Telephony.
3) Click on Edit to start the Call Detail Recording wizard.
4) Select one of the following options:
• If you want to enable connection data recording, enable the check box
Activate Call Charge Recording.
• If you want to disable connection data recording, disable the check box
Activate Call Charge Recording.
5) Click on OK & Next followed by Finish.
Related Topics

7.2 Account codes

Account codes (ACCT) can be used to assign connection data and charges to
specific projects. For this purpose, the system logs the account codes entered by
users on their phones in the relevant connection data records.

ACCT is used in combination with connection data recording and is available to

all subscribers.
The subscriber can enter an ACCT at the phone before or after dialing. It is not
possible to dial from a client with ACCT enabled.
An ACCT entered during a conference with external stations is assigned to all
participating connections and trunks.
The administrator can set whether an ACCT should be saved for redialing.
The personal directory (also called a phonebook) can save the code for the ACCT
feature + an ACCT + a phone number together in one entry:

ACCT Input Procedure

The administrator defines the ACCT input procedure in the LCR dial plan:

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Connection Data
Account codes

• Mandatory
The ACCT must be entered before setting up the connection (before or after
seizing a route).
• Optional
The ACCT may optionally be entered before setting up the connection. IP
phone clients support input during a call, including incoming calls.

ACCT Checking Procedure

The system can check the validity of an ACCT entered for the following types:
• List verification
Only predefined ACCTs are valid. After a valid ACCT has been entered, the
subscriber can immediately continue dialing. The system rejects an invalid
ACCT. "Incorrect entry" appears on the display and a negative confirmation
tone is output.
• Check number of characters
All ACCTs that are theoretically possible with the configured number of digits
are valid. After a valid ACCT has been entered by the subscriber, he or she
can immediately continue dialing.
• No Check
The validity of the ACCT is not checked. ACCTs with less than 11 digits must
be separated from the other digits dialed by the subscriber with “#”. For ISDN
phones, this variant always requires a 11-digit account code; otherwise, no
dialing occurs.
If the subscriber determines during a connection that the assigned ACCT is not
correct, he or she can enter some other ACCT. The system will overwrite the
currently set account code. Connection data recording creates a connection data
record after each segment. Therefore, previously completed connection
segments will be identified with the old account code number.
Related Topics

7.2.1 How to Configure Account Codes

The Call Detail Recording wizard can be configure the recording of call charges.

Prerequisites
• You are logged in at the WBM.

Step by Step
1) In the navigation bar, click on Setup.
2) In the navigation tree, click on Wizards > Central Telephony.
3) Click on Edit to start the Call Detail Recording wizard.
4) Enter the account codes in the input fields of the Account codes area with
the method described by the wizard.
5) Click on OK & Next followed by Finish.
Related Topics

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 Music on Hold
How to Import Internal Music On Hold

8 Music on Hold
The communication system can play back Music on Hold (MOH) to waiting
subscribers during switching operations. Callers hear MOH while in the hold
state, parked state or transfer state. This also applies to callers in the call
distribution queue.

The system can import Music On Hold from the following sources:
• Music On Hold
• Xpressions Compact (IVM)
See the documentation of Xpressions Compact. For configuration, see IVM in
the documentation of Manager E.
• EXMR
See Installing OpenScape Business X1, Service Documentation or Installing
OpenScape Business X3/X5/X8, Service Documentation.
• MUSIC plugin module
See Installing OpenScape Business X1, Service Documentation or Installing
OpenScape Business X3/X5/X8, Service Documentation.
• MPPI USB EXM module (only for OpenScape Business X3/X5)
See Installing OpenScape Business X3/X5/X8, Service Documentation.

Audio Files
The administrator can transfer audio files for the internal Music on Hold from the
PC to the communication system for use as an alternative internal Music on Hold.

INFO: Before using announcements or music from other sources,

make sure that you do not infringe on any copyrights.

The audio files must be available as Wave files with the following properties:
• 16 bit PCM
• Mono or stereo
• Possible sample rates: 8 / 22.05 / 24 / 32 / 40 / 44.1 or 48 kHz.
• Maximum length for the audio file name: 30 characters
Recommended: 16 bit PCM - Mono - 8 kHz, length approx 2 min
Related Topics

8.1 How to Import Internal Music On Hold

The Music on Hold / Announcements wizard can be used to import audio files
as internal Music on Hold in the communication system.

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Music on Hold
How to Import Internal Music On Hold

Prerequisites
• You are logged in at the WBM.
• The audio files to be imported are available as WAVE files in the required
format.

INFO: Before using announcements or music, make sure that

you do not infringe on any copyrights.

Step by Step
1) In the navigation bar, click on Setup.
2) In the navigation tree, click on Wizards > Central Telephony.
3) Click Edit to start the Music on Hold / Announcements wizard.
4) Go to MoH Day File for the day service or MoH Night File for the night
service and click on Browse.
5) Select an audio file and click Open. The path to the audio file is displayed at
MoH Day File and/or MoH Night File.
6) Click on Load.
7) Confirm the message with OK and click OK & Next.
8) Click Finish.
Related Topics

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 Announcements
How to Import Internal Music On Hold

9 Announcements
The communication system allows on-hold announcements to be played for
callers before answering a call and also when using call distribution and DTMF
direct inward dialing. You can also replace the MOH melody in certain situations
by an announcement, for example, if a party is placed on hold or if a subscriber is
busy or being routed.

The system can import announcements from the following sources:

• Internal announcements
• Announcement Player (only with UC Booster functionality)
The announcement player is an internal software program that is available
together with the UC Booster functionality (UC Booster Card or UC Booster
Server). On calling a subscriber, the announcement player first plays the
desired announcement and then sets up the connection to the subscriber.
Manager E is required for the configuration.
• Analog Announcement Device
See the section on Auxiliary Equipment - Analog Announcement Device in the
OpenScape Business Administrator Documentation.
• MPPI USB EXM module (only for OpenScape Business X3/X5)
See Installing OpenScape Business X3/X5/X8, Service Documentation.
The administrator can configure announcements for single or continuous
playback.
An external announcement device must behave like a station, i.e., announce
itself, play the announcement and switch the call (enter consultation hold, dial and
hang up).

Audio Files
The administrator can transfer audio files with announcements from the PC to the
communication system.

INFO: Before using announcements or music from other sources,

make sure that you do not infringe on any copyrights.

The audio files must be available as Wave files with the following properties:
• 16 bit PCM
• Mono or stereo
• Possible sample rates: 8 / 22.05 / 24 / 32 / 40 / 44.1 or 48 kHz.
• Maximum length for the audio file name: 30 characters
Recommended: 16 bit PCM - Mono - 8 kHz, length approx 2 min
Related Topics

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Announcements
How to Configure Announcements (UC Suite)

9.1 How to Configure Announcements (UC Suite)

The Music on Hold / Announcements wizard can be used to transfer audio files
to the communication system and configure them as announcements.

Prerequisites
• You are logged in at the WBM.
• The audio files to be loaded are available as PCM files with the following
properties: 8 kHz, 16 bit, Mono. The maximum length for the audio file name
is 30 characters.

INFO: Before using announcements or music, make sure that

you do not infringe on any copyrights.

Step by Step
1) In the navigation bar, click on Setup.
2) In the navigation tree, click Wizards > Central Telephony.
3) Click on Edit to start the Music on Hold / Announcements wizard.
4) Skip the selection of the Music on Hold files and click on OK & Next.
5) To transfer an audio file to the communication system, proceed as follows:
a) Click on Browse.
b) Select an audio file.
c) Click on Open.
d) Click on Load.
e) Confirm the message with OK.
f) If you want to transfer more audio files to the system, repeat these steps.
6) Click on OK & Next.
7) Select an announcement from the Wave File drop-down list.
8) Select the type of playback from the Mode drop-down list.
9) Click on OK & Next followed by Finish.
Related Topics

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 Index

Index

Index

A W
accidents, reporting 7 Wave-Datei 31, 33
audio file 31, 33 Wave file 31, 33
WBM 9
C home page 9
concept 5 Web-Based Management 9
D
data protection 7
data security 7
Display Conventions 6

E
emergency, what to do 6

F
function keys 20
program 21

I
internal Music On Hold 31, 33

K
key programming 20

L
license
display information 16, 17, 18, 19
locking the phone 27

M
MoH 31, 33
music on hold 31, 33

O
OpenScape Business Assistant 9, 11
operating instructions 5

P
phone lock, individual 27

S
stations 20
suffix dialing 24
System Speed Dialing (SSD) 24

T
topics, types 5

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