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UCx SRG Administration Guide-V1-20120408_1136

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Page 1: UCx SRG Administration Guide-V1-20120408_1136

E-MetroTel Intranet

Apr 8, 2012 Page of 1 16 Copyright © 2011 E-Metrotel Global Inc.

UCx SRG Administration

Guide

Page 2: UCx SRG Administration Guide-V1-20120408_1136

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Apr 8, 2012 Page of 2 16 Copyright © 2011 E-Metrotel Global Inc.

Table of Contents

SRG - Introduction _____________________________________________________________________ 4

SRG Key Benefits ____________________________________________________________________ 4

SRG Operation ______________________________________________________________________ 4

SRG - Configuring Nortel IP Phones _______________________________________________________ 6

Configuring Survivability Options __________________________________________________________ 7

Configuring Main Office Route Prefix _______________________________________________________ 9

Configuring Phones for Survivability Mode __________________________________________________ 10

Configuring SIP Trunk to Main Office ______________________________________________________ 12

Configuring Outbound Route to Main Office _________________________________________________ 14

Configuring Inbound Routes from Main Office _______________________________________________ 16

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This guide provides information about how to install, configure and administer the UC SRG Add-on Module.x

The intended audience for this guide is the system administrator of a UC SRG system.x

SRG - Introduction

SRG Key Benefits

SRG Operation

SRG - Configuring Nortel IP Phones

Configuring Survivability Options

Configuring Main Office Route Prefix

Configuring Phones for Survivability Mode

Configuring SIP Trunk to Main Office

Configuring Outbound Route to Main Office

Configuring Inbound Routes from Main Office

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SRG - Introduction

UC Survivable Remote Gateway (UC SRG) Add-on Module can be used to seamlessly extend servicesx x

and applications of a larger system at a headquarter site such as a Succession 1000 (CS1000) to remote

branch offices while ensuring that advanced features are available to users at the remote branch offices in

the event of WAN/IP network performance issues or a connectivity failure to the main office.

SRG Key Benefits

SRG Operation

SRG Key Benefits

UC SRG offers the following benefits:x

High WAN availability and survivability (ensures that services are available to Nortel IP terminals in

the event of WAN or centralized call server failure)

Advanced feature set and call processing for users at remote sites/branch offices in the event of main

office connectivity failures

E911 support (ensures that emergency personnel will have the information they need to respond

quickly to the correct location)

Consistent features and applications (facilitates effective communications between employees

regardless of their physical location via coordinated dial plans)

Support for remote workers (allows businesses to reduce costs and retain valued employees)

Enables local PSTN access

SRG Operation

The UC SRG system is considered the and the Succession 1000 (CS1000) is considered thex branch office

. All phones at the branch office are configured to connect to the UC SRG system. Nortel IPmain office x

phones with the UNISTIM firmware (not with the SIP firmware) can be configured in the UC Web-basedx

Configuration Utility to use the SRG mode (survivable mode).

The following modes of operation are available for phones at the branch office:

Normal mode (phones configured to use the survivable mode are registered with the main office

system)

Local mode (phones configured to use the survivable mode are registered with the UC SRG system)x

In the Normal mode, Nortel IP phones connected to the same subnet as UC SRG are registered to the mainx

office call server through the WAN IP connection. Call processing, dialing plan and all other features are

provided by the call server located at main headquarter site. When 911 is dialed from a phone in the Normal

mode, the call is routed over the PSTN trunk at the phone's branch office.

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In the Local mode, phones at the branch office are registered as extensions on the UC SRG system.x

Advanced features provided by UC SRG are available to phones in the Local mode. Dialing main officex

extensions from Local mode phones is possible over IP trunks (if connectivity to the main office is available)

or using the local PSTN gateway. Local PSTN trunk(s) provided with UC SRG can be used to makex

outgoing calls to the main office, to call external numbers and to dial 911 in emergency situations. While in

the Local Mode, Nortel IP phones configured to use the survivable mode provide “Local Mode” status

indication on their display.

The UC SRG system sends regular "heartbeat" messages to the main office call server to monitor the IPx

WAN connectivity health. When a phone configured to use the survivable mode connects to the UC SRGx

system, the system decides if the phone should use the Normal or Local mode based on the connectivity to

the main office call server and configurable SRG options. If connectivity to the main office is restored and the

configurable SRG options allow the use of the Normal mode, all phones in the Local mode are switched to

the Normal mode (redirected to the main office) as soon as the phones are idle.

Note:

Only Nortel IP phones with the UNISTIM firmware can be configured to use the survivable mode.

All other phone types (SIP phones, analog phones, Nortel digital phones) always operate as local

extensions of the UC SRG system.x

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SRG - Configuring Nortel IP PhonesNo special configuration is required for Nortel IP phones that are to be used in the survivable mode. These

phones should be configured according to the section in the Configuring Nortel IP Phones UCx

.  Both server entries (S1 and S2 values) must be configured with the IP address of theAdministration Guide

UC SRG system.x

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Configuring Survivability Options

To enable the SRG functionality of your UC system, you must configure survivability options. At thex

minimum, you must configure the following settings:

Enable the SRG Mode

Specify the (IP address or domain name)Primary Main Office Address

We also recommend that you review and configure the following settings that define the behavior of the UCx

system when the connectivity with the main system is compromised to suite your needs:

Define the and values (losing the connectivity withLost Connection Count Lost Connection Period

the main office at least "lost connection count" times during the "lost connection period" indicates an

unstable connection)

Define the (the amount of time for which the SRG Mode is to be suspended whenSuspend Duration

the connection is unstable)

To configure survivability options, perform the following steps:

Open the UC Web-based Configuration Utilityx

From the tab, select PBX PBX Configuration

From the left side column, select Survivability Options

Set the option to SRG Mode Enabled

In the field, enter the IP address of the fully qualified domain name ofPrimary Main Office Address

the primary main office server

In the field, enter the port number used by the primary main office serverPrimary Main Office Port

for communication with Nortel IP phones

In the field, enter the IP address of the fully qualified domain nameSecondary Main Office Address

of the secondary main office server

In the field, enter the port number used by the secondary main officeSecondary Main Office Port

server for communication with Nortel IP phones

If you want the SRG mode to be suspended when the connection to the main office server(s)

becomes unstable, enter values in the , and Lost Connection Count Lost Connection Period

field that suit your needsSuspend Duration

Press the button to save the configurationSubmit Changes

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Configuring Main Office Route Prefix

Once Nortel IP phones are redirected by the UC system to a main office server (to operate in the SRGx

Normal Mode), calls received by the UC system from PSTN trunks for extensions associated with thesex

phones must be forwarded to the main office server. To automatically configure forwarding of PSTN calls, an

outbound route from the UC system to the main office server must be defined and the prefix used by thisx

route must be configured as the .Main Office Route Prefix

To configure the prefix used by the outbound route to the main office server, perform the following steps:

Open the UC Web-based Configuration Utilityx

From the tab, select PBX PBX Configuration

From the left side column, select Nortel Settings

Scroll all the way down to locate the section of the configuration pageSurvivability Options

In the field, enter the prefix of the outbound route to the main office serverMain Office Route Prefix

Press the button to save the configurationSubmit Changes

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Configuring Phones for Survivability ModeBy default, Nortel IP phones are configured to operate in the Normal Mode (i.e., registered with the main

office server) when the SRG Mode is enabled. You can use the section of the Survivability Options Edit

configuration page toNortel Device

Change the default configuration to force certain phones to operate in the Local Mode (registered with

the UC system)x

Specify the main office terminal number and node ID for the phone

To configure survivability options for a specific Nortel IP phone, perform the following steps:

Open the UC Web-based Configuration Utilityx

From the tab, select PBX PBX Configuration

From the left side column, select Nortel Phones

From the list of extensions on the right side, select the extension that you want to configure

Scroll down to locate the Survivability Options section of the configuration page

In the field, select the mode in which the phone will operate when the SRG Mode isSRG Mode

enabled

If the phone will be used in Normal mode, enter the terminal number assigned to the phone on the

main office server in the fieldMain Office TN

If the phone will be used in Normal mode, enter the node ID on the main office server in the Main

fieldOffice Node ID

Press the button to save the configurationSubmit Changes

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Configuring SIP Trunk to Main Office

Routing of calls between the UC SRG system and the main office call server is done over SIP trunks.x

Therefore, a SIP trunk must be properly configured on both systems.

To configure the SIP trunk to the main office call server on the UC SRG system, perform the followingx

steps:

Open the UC Web-based Configuration Utilityx

From the tab, select PBX PBX Configuration

From the left side column, select Trunks

On the page, which presents available trunk types, select the linkAdd a Trunk Add SIP Trunk

On the page, enter the name you want to use for the trunk in the fieldAdd SIP Trunk Trunk Name

Fill in all trunk specific parameters. You must configure at least the following fields:

(a unique name of the outbound trunk)Outgoing Settings - Trunk Name

(host, type, trunk, qualify, context)Outgoing Settings - Peer Details

(a unique name of the incoming context)Incoming Settings - User Context

(context)Incoming Settings - User Details

Press the button to create the SIP trunkSubmit Changes

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Configuring Outbound Route to Main Office

To route calls received by the UC SRG system from PSTN trunks to phones registered in the Normal modex

with the main office call server (or for calls from phones in Local mode or with the Always Local configuration

to phones registered in the Normal mode), you must configure an outbound route that uses the SIP trunk to

the main office call server.

To add an outbound route to the main office call server, perform the following steps:

Open the UC Web-based Configuration Utilityx

From the tab, select PBX PBX Configuration

From the left side column, select Outbound Routes

On the page, enter a name for the route in the fieldAdd Route Route Name

In the Dial Patterns section, define a dial pattern with the you configuredMain Office Route Prefix

earlier in the field (the second field) and a period on the field (the third field)prefix match pattern

Select the SIP trunk to the main office call server you configured earlier in the Trunk Sequence for

sectionMatched Routes

Press the button to save the outbound routeSubmit Changes

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Configuring Inbound Routes from Main Office

In order to send calls received by the UC SRG system to appropriate destinations (to extensions, ringx

groups, auto-attendant, IVR, queues, etc.), you must configure one or more inbound routes. You should

configure at least the following routes:

Routes for UC extensions called from the main office call serverx

A route for emergency calls from phones registered in the Normal mode with the main office call

server that will send these calls to local PSTN trunks

The configuration of inbound routes is usually specific for each system. Please follow the instructions in the

section of the .Adding Inbound Routes UCx Administration Guide