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This step-by-step guide leads you through the process of activation and configuration of the Wildix system.

WMS version: 6.0X / 5.0X

Updated: January 2023

Permalink: https://wildix.atlassian.net/wiki/x/hhbOAQ

Table of Contents

Introduction

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User interface for access to UC&C, completely web-based and accessible via the browser; requires at least Essential license. Additionally, you can download mobile apps for iOS/ Android from App store / Google play market.

WMP

Accessible at https://my.wildix.com/. Wildix PBXs should connect to the WMP server for:

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Proceed as follows:

  1. Connect to WMP using your credentials

  2. Go to Customers tab; to create a new PBX, you first need to add a customer (if it does not exist yet); click Add:



  3. Create a new customer (company): fill in the fields and click Save:


  4. You need to create at least one contact: fill in the fields and click Add:



  5. Now you can proceed with adding a new PBX: go to PBXs tab: 


  6. You are now under PBXs tab, click + to add a new PBX:


  7. Fill in the fields:

    • Model: select WPBX-CLOUD for Cloud / WPBX-VM/HW for Virtual or Hardware

    • Region (only for Cloud PBX): select the datacenter region

    • Name: PBX domain name by which your PBX is accessible via the browser; in the example provided below, the PBX can be accessed by URL https://elenatest2.wildixin.com

    • Expire: select the recurring billing period: monthly / yearly / 5 years / lifetime (lifetime is not available for Cloud PBX)

    • PBX-BASIC / UC-Essential / UC-Business / UC-Premium / UC-Wizyconf Room / UC-Wizywebinar / PBX-Service: add the number of users of each profile (more about each profile: https://www.wildix.com/licensing/)

    • Storage size and enable Static IP (only for Cloud PBX): increase Cloud instance storage size. For more details, refer to the chapter: Increase storage on Cloud PBX

      Note

      Note: Starting from July 1 2021 onward, all PBXs will get a dynamic IP address by default. If you need to reserve static IP for your Cloud PBX, there are several options:

      • Switch to CLASSOUND to provide a more modern service
      • Ask your provider to switch from the IP-based authentication to the password/login one
      • Buy the storage (If you have previously purchased an extra storage, the IP is reserved)


    • x-caracal: tick the option to activate x-caracal ACD stats service on this PBX. Important: make sure you add at least 10 Business/ Premium + 1 Premium licenses on this PBX to be able to activate x-caracal. More information on how to activate x-caracal on the WMS side: x-caracal documentation. Important: x-caracal is supported only on Cloud or Virtual PBXs, Hardware PBXs are not supported. Make sure you have the min. required WMS version
    • MS-PhoneSystem: this is an extension of the teams4Wildix (integration of Microsoft Teams with Wildix PBX). It requires the CLASSOUND service to be activated on the PBX. Important: Make sure you have the min. required WMS version

  8. Click Add; your PBX has been created:


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Note

Note: To change the language of the WMS interface, double click on the “admin” user and select the language from the list.


Warning

Important! Before proceeding, it is necessary to change the admin password. This admin user is the “super admin” - the only user with full access to all the levels of the system management.

Change admin password 

Warning

Important! On Cloud PBXs, a default admin password is reset after 7 days of uptime. Make sure to change it.

In case you face any issues with reset, contact Wildix Support.


Proceed as follows:
  • Select admin user and click Set passwords
  • Generate or create a new WEB password, click Ok
    • Current password: enter the current password (wildix)

    • New password: click Generate (green icon) to automatically generate a strong password (click Show to view the password generated by the system)

    • Image RemovedConfirm password: enter the new password again to confirm it

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Note

Note: You can also compose your own strong password, consisting of at least 8 symbols, at least 1 uppercase, 1 lowercase, 1 digit, 1 special character.


Note

Note: This password is used by the admin user to access the WMS interface, while SIP/VoIP password is used to register and assign remote devices.


  • Enter the email address of the admin user to be able to receive email notifications: double click on the admin user and fill in the field Email:
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Upgrade WMS to the latest stable release

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Note

Cloud PBXs are automatically activated after they are created in WMP (see chapter Creation of Per User PBX on WMP).


  • Copy PBX key from WMP:
    • Go to the tab PBX per user, select your company, then select the PBX that you have created on step 1

    • Click Copy PBX key to clipboard


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Calls history can be accessed from Collaboration, WP, iOS / Android apps (W-AIR shows only local call history).


Note

Note: It is possible to configure SSL connection for sending CDR data to external MySQL server. See the following guide for instructions: Custom config parameters List: Enable SSL connection to remote MySQL server.

SIP-RTP

Go to WMS Settings -> PBX -> SIP-RTP

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Go to WMS Users -> PBXs: now you can view all the PBXs in your WMS network and click on the Host name to connect to any of these PBXs.

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Note

Notes: 

  • Enabling Client mode on a PBX that has been previously in use will delete all users and groups from the Client; read how to prevent this from happening: WMS Settings Menu Guide.
  • All the PBXs belonging to the same WMS Network can have only one admin user, which is the admin user of the Server PBX.
  • Starting from WMS 5.03, Directory sync protocol is routed outside of WMS network. For correct behaviour of WMS Network, first update Server PBX and then Client PBXs.

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Click OkSave to save a new user:

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Users are displayed in the table:

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The first column displays an icon representing the user type:

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Description of parameters:

  • 1 - +Add: add user

  • 2 - Edit: change the same parameters, which are available upon adding a user

  • 3 - -Delete: delete one or multiple users 

    Note

    Note: It is possible to remove user's personal data (calls, chats, voicemails, phonebooks, recordings, faxes) when deleting this user. Refer to section Delete user data

    Limitations:

    • the feature works for standalone PBXs or for WMS Networks PBXs which share the same MySQL or MSSQL DB
    • if a user to be deleted is an owner of contacts in shared phonebooks, than contacts remains without an owner
    • voicemails left via FC "Voicemail: 81 are not reset (but it is possible to reset them via Terminal, consult this Article)


  • 4 - Set passwords: change user passwords; for security reasons only the admin user can set passwords for other admins of the system; by default strong passwords are automatically created by the system, read more about changing user passwords in chapter Set user passwords

  • 5 - Edit preferences: manage user preferences and phone features, for details, see chapter User preferences

  • 6 - Send Welcome Message: send a message to newly created users with details of access to Wildix Collaboration (URL, login, password); for security reasons, only the admin user can send welcome messages to other admins of the system

  • 7 - Move users to another PBX: in case of WMS Network, you can select one or more users and move them to another PBX in the network

  • 8 - Export CSV (available only for the admin user): save a CSV file containing users information in *.csv format to your PC 

  • 9 - Import: import users from MySQL / MSSQL, LDAP / AD, Google, Office 365, Exchange Server, CSV file, Zoho CRM, other resources; more information in chapteImport of users and phonebooks 

  • 10 Search field
  • 11 Select PBX: in case of WMS Network, you can select to view users of a different PBX in the Network or to view all the users registered to all the PBXs in the WMS Network11 - Search field

Set user passwords

The first time you connect to the WMS, you are required to change the generic admin password.

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To set user passwords, select a user in WMS -> Users and click Set passwords:

  • WEBNew password: password used to access WMS/Collaboration

  • SIP/VoIP - password to assign and provision non-Wildix devices

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For security reasons, this configuration window allows only setting new passwords, but it doesn’t display previously created passwords.

  • Click Generate to (the green icon) to automatically generate a strong password

  • Click Show (the eye icon) to see the newly generated password

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Note

Note: a new FW notification is not indicated for BRI/ PRI media gateways. To update their firmware, upgrade your PBX to the latest version. Within half an hour after the procedure is over, media gateways are automatically updated.

Assign WP4X0 to users

After you have provisioned WP phones, proceed with assigning phones to users.

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  • Go back to WMS -> Devices

  • Select the same base station and click Configure / Sync device

Warning

For CLOUD PBXs, you need to power the base station down and then power it up again (reboot the base station) to apply the new parameters!


Note

Note: Base station is displayed with grey status in the table of devices, unless you register at least one handset / headset.

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Note

Note: Starting from WMS 5.04.20220309.1, it is possible to assign registered W-AIR handsets/ headsets to users via WMS -> Devices -> W-AIR Devices.

See the section: Assigning W-AIR handsets/ headsets via WMS

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Note

Note: Starting from WMS 5.04.20220309.1, it is possible to assign registered W-AIR handsets/ headsets to users via WMS -> Devices -> W-AIR Devices.

See the section: Assigning W-AIR handsets/ headsets via WMS.

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Note

Notes:

  • The support starts from WMS 5.04.20220309.1. 
  • W-AIR handset/headset should have DECT registration on the W-AIR base station before it can be assigned to user.

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For more information on CDR-View, refer to https://www.wildix.com/monitoring/.

CDR-View User Guide: CDR-View User Guide.

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  • Connect antennas to the rear panel of the gateway
  • Insert the SIM card to the slot

    Note

    Note: Make sure the PIN code of the SIM card is disabled.


  • Connect the WAN interface of the gateway to the Wildix Switch

  • Provision the gateway as described in chapter Provisioning of devices

  • Once you have provisioned the gateway, a new trunk automatically appears in the corresponding section in WMS > Trunks -> GSM/UMTS section

  • The status is green, which means the media gateway is registered 

    Note

    Important: Status of signal quality is currently not supported!



  • Double click on the trunk to edit the trunk parameters:

    • Default Tone: select the country where the trunk is used

    • Country Code: select the country where the trunk is used for correct number normalization; select Custom country to manually enter the country code

    • Dialplan (main by default): Dialplan procedure used for calls via this trunk

    • Number of SIM: called number, which should be present in the Dialplan procedure, used for calls via this trunk; more information on Wildix Dialplan to follow, in chapter Wildix Dialplan

    • Enable SMS receiving: enable incoming SMS messages to the SIM card; specify the e-mail address in the field below

    • SMS2EMAIL service e-mail: e-mail address used for new messages notifications

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An example of Kite implementation can be found here: www.wildix.com/contacts.

One of the advantages of Kite is that it’s fully integrated into the Wildix telephony system:

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