Configuring Click to Call
As part of the C9 Trader, users have access to conduct person to person calls via the Click to Call application. The below steps will walk you through setting up this feature for your users.
The first section is where you will configure the Session Initiation Protocol (SIP)
settings which includes
- User Level
- Dialing Prefix
- Line Sharing (Cisco Call Manager)
- Voicemail (Cisco Call Manager)
The second section will walk you through editing a user's contacts which can be found by selecting the Favorites
tab. Cloud9 allows users to search for existing Microsoft Outlook
contacts from the Click to Call window. SIP Settings Tab:Provider:
Voicemail Support for Cisco Call Manager Users
- OnSip.com: ITSP (Internet Telephony Service Provider).
- Other: Generic SIP call controller. This settings allows Cloud9 to interface with a variety of PBX providers. Administrators are able to add new providers, and will select a single domain and a single extension.
- Cisco Call Manager can be specified as "Other" or as "Cisco" depending upon whether or not the Cisco Options Profile (COP) is loaded.
- Protocol: Select a a protocol for SIP clients:
- TLS (Transport Layer Security): Default for OnSIP
- TCP (Transmission Control Protocol): Default for Cisco
- UDP (User Datagram Protocol): Default for Other
- Domain: IP address or web address the client is registered to.
- Port: Standard SIP Port is 5060. Cloud9 also supports 5061.
- Outbound Proxy Domain: Web target value or IP address (required for OnSIP; not mandatory for Cisco Call Manager).
- Outbound Proxy Port: This field is required if the Outbound Proxy Domain has been set (typically 5060 for UDP and 5061 for Secure SIP).
- Username, ID, Password: OnSip.com will provide this information per user, or the administrator will generate from the call manager. Users are required to enter matching passwords in the AuthPassword and Confirm AuthPassword fields, which will display in an encrypted format.
- Dialing Prefix: Cloud9 will use the dial prefix number (typically +9) for external calls. However, if your firm relies on four-digit extension dialing (internally), this field should be left blank. Users should include country codes when creating contacts.
- Username/ Extension: Lines that are associated with the user (typically a four or 10-digit number).
- Display Name: The user’s name or information that will display on the receiving end identifying the calling party. This field does not override CNAM (Caller ID Name); Cloud9 will send the information.
- Outbound Channel: Select this option for outbound calls. For Cisco Call Manager 10.x, you can add up to eight lines.
- Click Save Settings to save your changes.
To enable voicemail:
Line Sharing for Cisco Call Manager Users
- Check the Voicemail box under Extension Settings. In order for voicemail to be enabled on this line, Outbound Channel must also be selected.
- Insert the Voicemail Pilot Number. This is the number that is dialed by the user to access and manage their voicemails. This field is only required if voicemail is enabled for any extension.
Select Cisco Call Manager as the Provider. Two new fields are required to be populated, regardless of whether the user is utilizing shared lines. This drives the registration process Cloud9 uses in conjunction with Cisco Call Manager.
These two fields are:
- MAC Address: In the Cisco Call Manager administration portal, under the device menu, administrators are required to select a MAC Address for users. The input provisioned in this field will need to be replicated in the Cloud9 Portal.
- Primary Line: Typically, the primary line will correspond to Line 1 on the lines that are associated to a user’s Cisco device. In the Cisco Call Manager Administration Portal, the left section, Association, shows the lines in order. Users’ lines should be provisioned in the Cloud9 Portal similarly to how they are provisioned in the Cisco Call Manager.
To provision a new extension for a user, use the “+” sign on the right of the screen. Use the check boxes to designate that extension as a Primary Line, Outbound Channel, and/or Voicemail associated line.
IMPORTANT NOTE: Lines must be provisioned in the same order on the Cloud9 Portal as they are provisioned on the Cisco Call Manager. For example, Line 1 should be the first line that is provisioned under extensions settings.Contact Favorites Tab - Microsoft Outlook Integration
Administrators have the ability to create contacts for users that will appear on the user’s Click to Call contact directory. Cloud9 provides an active desktop integration that allows user to search Microsoft Outlook contacts in real-time from the C9 Trader application. Please note, entries are only synced to the portal for those entries in our Outlook database that are manually selected as ‘Favorites’.
Add a Contact:
- Enter the first name, last name and contact number(s).
- Select the default number that will appear on the user’s Click to Call contact directory that allows the user to call within a single click. [Note: Name and numbers can be pasted into the fields, and characters such as pound (#) and star (*) are supported.Users can also update contact information from their Click to Call application.]
- Select the plus or minus sign to add or delete favorites.
- Click Save Favorites to save your changes.