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Introduction

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Accessible within Saleforce Partner Community or at https://my.wildix.com/. 

• See statistics and reports  
• View invoices and pay bills

• Remote support (when needed, you can remotely connect to each of your PBXs)

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• Per User licensing (available for Hardware / Virtual / Cloud PBX): add as many users of each profile as you need. Some users may have only basic telephony features, others may have access to UC&C features, and others may have access to advanced features. Pay recurring fees per user / per period of time. Add more users of each type at any time.

  • More information on user profiles: https://www.wildix.com/licensing/.

  • More about x-bees licenses: x-bees Admin Guide
  • More about x-hoppers licenses: x-hoppers Admin Guide

In this guide it will be explained how to activate a Hardware PBX Per User and a Cloud PBX.

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• Tech Wizards FB group (please add yourself to the group): https://www.facebook.com/groups/wildixtechwizards/

• Official website: www.wildix.com

• Salesforce Partner Community (activation, licenses, orders, tickets): www.bewildix.com (documentation: Salesforce Partner Community Guide)

• Tech news: https://www.wildix.com/new-releases-and-updates/

• eLearning platform: https://www.wildix.com/join-e-learning

• Blog: https://blog.wildix.com/

• DOCUMENTATION: https://wildix.atlassian.net/wiki/spaces/DOC

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1. Connect to your Partner Community at www.bewildix.com using your credentials

2. Open the necessary Project or create a new one (see details how to create a Project in Salesforce Partner Community Guide)

   To quickly and easily create an Account, Contact and Project (the items necessary to proceed with Quote and Order creation), you can use the New Fast Pipeline option:

   
   
   

   On the first screen that opens, fill out the following data:

   • Company Name: name of the Company
   • Email: email address
   • Phone: phone number of the Customer
   • Salutation: choose how to turn to the Customer
   • First Name: Customer first name
   • Last Name: Customer last name 
     
     
     On the next window, provide Sales project information:
     • Interested Solution: preferred solution(s)
     • Opportunity Type: choose if it is a New business or business existing not with Wildix
     • Product of Interest: product you are interested in (x-bees/ x-hoppers/ Collaboration)
     • Total Users: total number of users
     • Close Date: estimated date of closing the Project
     • Notes: add notes if required
       
       
       When you click Next, the relevant three records are created in Partner Community: Account, Contact, and Project. 
       
       

3. On the Project page, click Create Quote to proceed with generating a Quote:
   
   

   Note
   Note: For detailed instructions about Quote creation, check out the guide Salesforce Partner Community Guide (see the section named "Quote").

   
   

4. Fill out the General Questions section of the Quote:
   1. Expected Implementation Date: select the date when the project starts (when all licenses get activated, etc.). By default, today's date is displayed. 
   2. Billing Frequency: depending on the product of interest chosen (Collaboration, x-bees, or x-hoppers), there are relevant billing frequency options available.
   3. Commitment: enabling this option, you commit to keep the PBX up and running for 3 or 5 years (depending on your choice), without possibility to make changes to the service. The discount of 15% (for 3-year Commitment) or 20% (for 5-year Commitment) is added to the existing licenses after renewal.
      You can add any Service to the PBX under Commitment (Licenses, CLASSOUND or HWaaS) - in this case, billing is applied from the order date (not Commitment start date). It is not allowed to remove any service (License, CLASSOUND or HWaaS) from the PBX under "Commitment" till the end of the Commitment date. If you want to upgrade licenses on PBX under the Commitment, a request to Customer Care should be submitted. See more information on Customer Care FAQ page.
   4. Product of interest (read-only field): the product you’ve previously chosen for your project. You can select licenses and devices for the chosen product.
   5. Additional Configuration: here you have the following options:
      

      • CDS (Company data storage): allows to choose the preferred CDS Bundle. For more details, check the page: Company Data Storage Flow. Storage license is also required if you want to increase data storage duration for Cloud Analytics (CDR-View 2.0). Read more in Rotation Policy for Cloud Analytics.
        

      • Additional Items: these include additional PBX, Phones, Headsets, W-AIR, Networking, Conference, Media gateways, Power supplies - anything you would like to add outside of the bundle.
        
      • Licenses Upgrade: here you can get x-caracal, Wizywebinar, Wizyconf, MS-PhoneSystem license (read the section Licences Ugrade below in this document for more details)
      • CLASSOUND: lets to order New DID, Full Porting, Outbound Only, New Free Phone

      • Miscellaneous items: includes such services as Hardware, Software, Installation, Maintenance, Internet Connection
        
        

5. In the Company Data Storage Bundle section, select the preferred CDS option:
   
   
   For more details, check the page: Company Data Storage Flow.
   
   

6. In the section License Bundle, choose activation date and Licenses Type:
   
   
   The licenses list is displayed according to the product of interest chosen:
   

   • Collaboration: check the licensing options on this page https://www.wildix.com/licensing/
   • x-bees: check the licensing options here: x-bees Admin Guide
   • x-hoppers: view licensing options on this page https://x-hoppers.atlassian.net/wiki/x/AQAt
7. After choosing license type, select the number of users for the chosen license type and bundle add ons if required:
   

   Bundle add-ons:

   • Phones (Start, WorkForce, Vision, SuperVision, etc.)
   • Headsets (DuoLED, MonoLED, DuoLED-BT, MonoLED-BT, etc.)
   • W-AIR (WAIR-Basic, WAIR-Office, WAIR-LifeSaver, etc.) 

   
   

   Note
   Notes: All the added items are displayed in the Products Summary. Quantity of each item corresponds to the number of users in Bundle section. If you want the quantity of devices to be different from the number of licenses in the bundle, you can add the necessary items via the Additional Items section.

   
   To add another license type, click the + button:
   
   
   One more License Bundle tab appears where you can choose another license type, number of users and bundle add ons:
   
   

8. Fill out Licenses Upgrade section, where you can get x-caracal, Wizywebinar, Wizyconf, MS-PhoneSystem license:

   Note
   Note: The section is displayed only if the relevant item is selected in Additional Configuration field of the General Questions.

   1. Select the Activation date
   2. 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
   3. Wizywebinar: indicate if you need Wizywebinar license. If positive, fill out the below field:
      Wizywebinar Licenses Quantity: enter the preferred number of licenses
   4. 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
      
      
      
9. Fill out other sections of the Quote (e.g. Additional items, CLASSOUND, selected in the General Questions -> Additional Configuration items). For detailed instruction, check out the guide Salesforce Partner Community Guide (see the section named "Quote").

10. When you are ready to save your quote, click Save to draft(1) -> Save & Make Primary(2):
    

    
    

    Note
    Note: When clicking Save & Make Primary button, the quote is synced with Salesforce. No syncing with Salesforce occurs if you click just Save.  Only a Quote that has been made Primary, can be converted to an Order.

    
    

11. Then, you need to create Order from the Quote. For this, in Salesforce Partner Community go to the Quote page and click on the status Accepted:

    Click Mark as Current Status:
    
    

    The status is successfully changed:
    
    
    Once you mark Accepted quote status as Complete, the Quote is converted into Order and is available on the Order page.
    
    
12. Go to the Order page and click Confirm Order to proceed with the Order confirmation: 
    
    

    On the screen that pops up you need to fill out the following information:

    1) Choose the number of Service Licenses: 
    
    

    Note
    Note: Service Licenses can be assigned to Park Orbit users and any other virtual users who do not need SIP registration. Service Licences are free of charge.

    
    2) Enter Master PBX DNS name – the 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://wildix-test2.wildixin.com. Click Validate DNS to check if the provided DNS Name is available: 

    
    

    Note
    Note: The following characters are allowed: small letters, symbol “-”, numbers. Uppercase letters and all symbols other than “-” are not supported in the PBX DNS Name.

    
    3) Select Master PBX model (WPBX-CLOUD for Cloud / WPBX-VM/HW for Virtual or Hardware PBX):
    
    
    In case of Cloud PBX, you also need to select PBX datacenter region:
    
    
    4) Choose if you want to create WMS Network:
    
    
    In case you've activated WMS Network option, fill out Client PBX(s) data (DNS name, type and region):
    
    
    To add or delete Client PBX, click on the + or - buttons correspondingly:
    
    
    5) Then, you can select CAPEX items that should be delivered from Wildix. On the next screen, you can see the list of items and the Activation Date. The activation date corresponds to the PBX activation date as the earliest license start date.
    
    
    If you change a licence start date for a later date, it gets automatically applied to all items:
    
    
    

    You need to select when you want to activate the PBX. You have the following options:

    
    a) If the start date is more than 14 days from the order date:

    • I need the system up and running, and ready for configuration on the start date.

    • I need the system up and running, ready for configuration 14 days before the start date and I commit to keep it for at least 6 months. The start date can not be changed. Two weeks will be free of charge but with MRR gained.

    

    
    b) If the start date is less than 14 days from the order date:

    • I need the system up and running, and ready for configuration on the start date.
    • I need the system up and running today and I commit to keep it for at least 6 months. The start date can not be changed. Period till the start date is free of charge but with MRR gained.

    
    

    You need to select one of the options before you can proceed. Once the necessary option is ticked off, click Next. 

    6) On the next screen, you need to fill out the Shipping address and choose the address type (End User Address, Partner Address, Reseller Address). Confirm the Shipping address is correct:

    
    7) Once completed, click Next.

    Click OK on the pop-up screen that appears to confirm the order:

    

    
    

    Once order status successfully changed, the first step of the order flow turns green:
    
    
    

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• 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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• 13 - Sounds: via this menu you can upload music on hold and ringtones, record the messages for operator (More information in chapter Record and playback audio messages); you can generate audio files using TTS (Text-to-Speech), more information: Wildix Business Intelligence - Artificial Intelligence services
• 14 - Terminal: access to the console (enabled only for the admin user)
• 15 - Debug: click to view the simple log of each call generated on the PBX (More information in chapter Dialplan debug)
• 16 - Reboot / Power Off
  
  
• 17 - Profile icon: click on the arrow icon next to the user name to access the Logout option

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The upgrade procedure is described in chapter Upgrade WMS to the latest stable release. 

Available repositories for upgrade: 

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Detailed information can be found in WMS Settings Menu Guide.

SMTP Client

Go to System -> SMTP client.

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

SIP-RTP

Go to PBX -> SIP-RTP

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• Park call timeout: timeout in seconds for return from park orbit. Make sure you define the value for a call to return from Park Orbit; more information about parking feature: How to implement the Parking feature

• Prefix for external line: prefix to get the outside line (0 by default)

• International Prefix: prefix to call abroad (00 by default)

• National Prefix: prefix to call within your country (0 by default)

• Internal call default timeout: timeout after which the call to another user is forwarded (if forwarding is enabled in user preferences) or terminated

• First digit timeout (secs): timeout in seconds allowed between digit presses when dialing a transfer destination (default is 3 seconds)

• Interdigit timeout (secs): timeout in seconds after which the number is dialed automatically unless the user presses the Send call key on the phone

• Send call key: it’s possible to select #, *, or None as a send key

• Playback tones while entering number: if enabled, DTMF tones are played

• Quality of recorded voicemails / recordings: choose the optimal quality and file size

• Send mail notification after the record is complete: if enabled, users receive notification by email after the record is complete
  

• Send mail notification about new voicemails (the support starts from WMS 6.07.20240906.1): if enabled, users receive email notifications about new voicemails (by default, the option is enabled)

• Attach files with records to emails: if enabled, users receive recording files attached to email notification
  

• Attach fax files to email notifications (the support starts from WMS 6.07.20240906.1): if enabled, users receive email notifications about a new fax, with fax file attached (by default, the option is enabled)

• Convert Voicemails to text and send by email: if enabled, Voicemails are converted to text and sent to user by email (read the guide Wildix Business Intelligence - Artificial Intelligence services for more information)

• Notify by email in case SIP trunk registration status is changed: if enabled, the PBX admin receives notification about SIP trunks changing their registration status

• Announce date, time and caller phone number for Voicemail messages: if disabled, user is invited to press a key in Voicemail IVR menu in order to hear date, time and caller phone number for each Voicemail

• Set dialplan variables: this field allows setting Custom Dialplan variables; documentation: Custom Global Dialplan Variables List

• Set quick dial patterns: this field is used only for the first generation of WP phones (pre 2015)!  

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

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

• 9 - Search field. Note: results may be displayed in non-alphabetical order.
• 10 - Filter: choose the fields that should be displayed on the Users tab:
  
  Clicking on the field names (e.g. Extension, Mobile, Group, etc.) you can sort users. Starting from WMS 6.03, the following sorting rules applied:
  • Empty values are placed at the end of the list while ascending sorting. 
  • Sorting by user registration is not available. 

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1. Choose user(s) you want to copy preferences to
2. Click the Preferences -> Copy preferences from user
   
   
   
3. Select the source user whose preferences you want to apply to the selected user(s) and click Save:
   
   

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• Activate the class: by default, all the settings are applied for Internal call class; to set up call Features for a different call class, first select the needed call classes, then enable the checkbox for the selected call class

• Reject all calls: if enabled, calls are rejected

• Call Forward Busy / No Answer / All: you can enable call forwarding in case user is busy / does not answer or unconditional call forwarding; enter the destination number or the VOICEMAIL into the field

• Call waiting: enable the option to be able to receive more than one call at a time

• Call timeout: if enabled, the call is terminated in case there is no answer within the specified timeout; enter timeout in seconds into the field

• Mobility extension management: if enabled, the call is forwarded also to the user mobile phone number (mobile phone number must be specified for this user in WMS -> Users -> Edit) after the specified timeout; enter timeout in seconds into the field

• Mobility confirmation: if enabled, the user is notified on who the caller is once he receives the call to mobility extension number, and is invited to enter the digit to accept the call

• Notify missed calls via email / via sms: enable missed calls notification to email / via SMS

• Custom Ring: enable the option and select the ringtone; ringtones selected here are applied to WP4X0, WelcomeConsole and Collaboration; Custom ringtones can be uploaded via Sounds menu (more information in chapter Record and playback audio messages)

Settings: user personal settings

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For provisioning of Vision/ SuperVision, see chapter Provisioning and login of Vision / SuperVision.

WMP provisioning (Hardware, Virtual, Cloud PBX)

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• 1 - + Add: add a new device via Auto-provisioning or Semi-provisioning mode

• 2 - Edit: edit device settings for one or multiple devices:

• Comment: unique identifier, displayed in the Comment column of Devices table

• Default zone / Tone zone (FXS/FXO): select the country / the geographical area for the correct tone recognition

• DNS Server / Secondary DNS / NTP Server / NTP Zone: allows setting DNS and NTP settings, which can be useful in some network scenarios, e.g. with remote devices

• Use DST: enables automatic switching to DST

• Voice VLAN ID / CoS voice priority / Data VLAN ID / CoS data priority: allows setting priority for Voice and Data traffic and assign VLAN IDs

• Use received IP: enables static IP

• Syslog Server: you can specify the server IP address to which you would like to send syslog (Documentation: How to collect syslog from Wildix devices)

• SNMP Access (BRI, PRI, W-PA, some of WP4X0): authorizes SNMP monitoring on devices (it is also possible to authorize SNMP monitoring of the PBX in WMS Settings -> System -> SNMP Server)

• Disable SIP Firewall (BRI, PRI, FXO, W-PA, GSM): it is necessary to enable this parameter in some complicated network scenarios, where a SIP Firewall is present between the PBX and the connected devices

• 3 - - Delete: delete one or multiple devices

• 4 - Configure / Sync device: send new configuration to one or multiple devices

• 5 - Assign to user: assign WP4X0 and W01FXS to users; more information in chapter Assign WP4X0 to users

• 6 - Sync from WMP: sync devices, assigned to this PBX from WMP; more information about WMP provisioning in chapter WMP Provisioning (Hardware, Virtual, Cloud PBX) 

• 7 - Reset password: in case there is a risk that the provisioning password (displayed in the column Password) of one or several devices has been compromised, it’s possible to reset it without resetting the device: select one or multiple devices, click Reset password to reset the password, then click Configure / Sync device to assign a new password to the device

• 8 - i: the blue icon indicates that there is a new firmware version available; more information about firmware upgrade in chapter Update firmware

• 9 - Status icon: displays the device status, hover over it to see additional information (SRC port, transport used):

• Green: device is registered (connected via SIP)

• Grey: device is not registered

• 10 - Model: for provisioned devices, the model is indicated correctly (e.g. wp480gr3), for not provisioned devices, only the device type is indicated (e.g. phone) in this column

• 11 - Connect: enable / disable direct access to device (available for non-Cloud PBXs for devices which are in the same network as the PBX); more information is available in the guide Provisioning of Wildix devices

• 12 - Extension: available for WP4X0 and W01FXS, displays the extension, this device is assigned to; displays loginX in case device is not assigned

• 13 - Firmware: the current firmware version

• 14 - Password: password to access device’s web interface after provisioning; password is displayed only for provisioned devices

• 15 - Search field   

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For W-AIR Base Small Business: after you have provisioned the base station, proceed to chapter Register and assign W-AIR handsets to users.

For W-AIR Sync Plus / W-AIR Sync Plus Base Outdoor: after you have provisioned W-AIR base station, proceed as follows:

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• Go back to WMS -> Devices

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

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To assign W-AIR handset to user, follow procedure of phone login via Feature Code, described in chapter Assign WP4X0 to users.

Register and assign W-AIR Headsets to users

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Assign a W-AIR Headset to user:

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First time access to CDR-View:

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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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Each trunk can be then associated to a pricelist (the first line in trunk configuration window). Read more about associating pricelists to trunks in the next chapter: Configuring SIP trunks and lines.

Configuring SIP trunks and lines

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Each trunk is displayed in the corresponding section of the page with the following information:

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Each trunk is associated to a Dialplan procedure (main by default), more information on Dialplan in chapter Wildix Dialplan.

Each trunk can have an associated Pricelist, this allows the system to calculate call costs, which can be later on viewed in CDR-View.

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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 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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• create a new timetable in WMS -> Dialplan ->Timetable / Switch, and set up the state check time (it means that each time this Timetable is verified by the Dialplan, the system checks if your offices are closed at the moment, according to this timetable)   
• create a new procedure in WMS -> Dialplan, add default as Called number and add Dialplan application Go to Voicemail 

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However, users procedure must cover all the destinations called by users of the system (national, international, mobile calls etc), and this is why it is recommended to use patterns, described in chapter: Matching called numbers.

The most common Dialplan applications used in users procedure are Dial the trunk / Trunk group. Dial the trunk allows you to select the trunk which is used to place a call. 

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Fax to e-mail

Answers an incoming call using FAX Server and forwards fax to one or multiple fax numbers / users:

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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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To connect via SSH you can connect to the PBX via console (on Windows you can use “putty” or other SSH clients) or click on “terminal” icon in WMS upper menu (“admin” user)

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