Checklist¶

First time configuration of While1 Voice PBX - planning and basic settings¶

1.In-house pre-installation considerations (on Recipient's side):¶

• I have purchased the necessary hardwares (phones/soft)
• I have completed the flow chart necessary to configure While1 Voice PBX
• I have delivered to While1 Voice PBX the static IPs list in order to be added in firewall and to have access allowed OR I have confirmed the dynamic IP on PBX interface.
• I have integrated our own CRM to While1 Voice PBX by one of the agreed upon methods with While1 Voice representative:
  • Caller Data Retrieval from DB
  • Caller Data Retrieval via Webservice
  • Another business related method
• I checked that port 5060 to the PBX IP is not blocked by firewall
• I checked the gateway configuration access list and I deactivated the options related to SIP (SIP ALG, SIP, ALG, SIP Passthrough etc.) and Security

2.Steps to configure While1 Voice PBX and telephones:¶

2.1. Initial installations¶

• Users(agents)
• Queues
• Inbound routes
• Schedule
• Caller ID Pop-up (optional):
  • I have confirmed the external integration of CRM with PBX Server
  • I have delivered the Backend Link url
  • I have installed the While1 Voice Notifier extension
  • I have set up the While1 Voice Notifier
  • I have checked for IP confirmation

2.2. SoftPhone Setups (depending on your requirements)¶

• I have set up Zoiper/X-lite phones

2.3. Telephone Settings (Hardware) (depending on the requirements)¶

• I have set up Cisco/ Yealink

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