WMS Start Guide - English

Introduction

This guide will lead you through the process of PBX installation, starting from PBX installation and activation, and ending with practical Dialplan examples for call routing.  

Wildix PBX integrated software consists of several components: WMS (Wildix Management System) for PBX administration and Wildix Unified Communications (e.g. Legacy Collaboration/ Collaboration 7/ x-bees) user interface. Another component of the system is WMP (Wildix Management Portal). Also, Wildix uses Salesforce Partner Community that allows Partners to manage customers and leads, starting from lead creation and ending with managing opportunities, ordering PBX, subscription plans and more. You can find more information below.

WMS

PBX admin interface accessible via the browser, allowing you to set up and program the system. WMS provides the access to the following settings:

• All the system settings, general settings, time and date, language settings, system backups, upgrades, system sounds, etc

• Users management, their ACL permissions, preferences; phonebooks

• Provisioning of devices, assigning phones and analog ports to users

• Lines and SIP trunks configuration

• Dialplan configuration: rules for routing incoming and outgoing calls, call groups, IVRs, timetables

Salesforce Partner Community

Accessible at www.bewildix.com. It provides a variety of features:

• Possibility to manage customers and leads (beginning with lead creating and ending with managing opportunities)

• Create offers, order PBX, subscription plans, devices

• Open support tickets

• Make changes to existing orders

Documentation: Salesforce Partner Community.

WMP

Accessible within Salesforce Partner Community.

• See statistics and reports  

• View invoices and pay bills

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

Documentation: WMP Functionality and Access via Salesforce Partner Community.

Wildix Subscription Plans

Wildix offers three type of PBX appliance:

• Hardware: hardware PBX installed at the client’s premises

• Virtual: PBX image installed on server  

• Cloud: hosted in our cloud

Wildix currently the following type of subscription plans:

• Per User subscription plans (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 subscription plans: x-bees Admin Guide

  • More about x-hoppers subscription plans: https://e-learning.wildix.com/pages/62/x-hoppers-admin-documentation

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

More information on Wildix subscription plans and activation: PBX Licensing and Activation.

Legacy Collaboration

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

Useful links:

• 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, subscription plans, 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

Connection and HTTP(s) access (Hardware PBX)

Connection

Access is possible via HTTP(S) / SSH or via RS-232 serial port.

Proceed as follows:

1. Insert the USB Memory Key (WKEY2GB) into the USB port of the PBX

2. Power on the PBX (connect the PBX to the power supply and move the switch situated on the front panel to the “1” position)

3. Connect the PBX to the Switch (use WAN port) or to your PC (use LAN1 port) via RJ-45 network cable

HTTP(s) access

Default settings of Ethernet ports

• LAN1: DHCP – Server, IP – 10.135.0.1/24

  • Use the IP address 10.135.0.1

• WAN: DHCP – Client, IP – Dynamic

  • Use the IP address released by the DHCP server

Access WMS interface

1. Open the browser (recommended: the latest version of Chrome)

2. Type https://PBX_IP or http://PBX_IP (recommended mode: https) into the URL bar, example: https://10.135.0.1/

3. Enter the credentials for the first time access:

   • Login: admin

   • Password: wildix

Choosing a network scenario

You can set up the network parameters of the PBX based on the selected network scenario:

• Separated data and voice networks (recommended)

• Shared data and voice network 

Below the most common network scenarios are described. 

Separated data and voice networks 

In this scenario the PBX is used as the DHCP server for telephone (voice) network and releases the IP addresses to all the devices (phones, media gateways) belonging to its network; eth0 interface is set up as DHCP client, eth1 must be set up with static IP and as DHCP server. Default settings of ETH1 interface is 10.135.0.1. 

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Go to PBX Settings -> System -> Network:

1. Select the WAN eth0 interface and make sure the option Get the address from the DHCP server is enabled:

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2. Select the LAN eth1 interface, set the static IP (Default: 10.135.0.1/16):

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3. Click Apply the network settings

4. Check the address of the WAN eth0 interface to know the new IP address of the PBX

Shared data and voice network

In this scenario telephone and data share the network with the PBX; the single interface used is eth0, the IP address is released by the DHCP server in the network. Check the leases of your DHCP server to know the IP address released to the PBX.

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Go to PBX Settings -> System -> Network:

1. Select the WAN eth0 interface and enable the option Get the address from the DHCP server. Two other interfaces remain disabled:

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2. Click Apply the network settings

3. Check the leases of the DHCP server to know the new IP address of the PBX

Separated data and voice networks with traffic shaper

In this scenario the PBX is used to keep telephone and data networks separated, making use of the third eth2 interface to create the bridge between eth0 and eth2 interfaces, while the third interface eth1 is reserved for a separate network. It is possible to set up the bandwidth upload and download limits on the WAN eth0 interface - in this way you can control the bandwidth used by WAN eth0 port and allow the PBX to manage intelligently the bandwidth for communication with VoIP operators and remote phones with priority given to the traffic generated on the LAN eth1 port. 

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Go to PBX Settings -> System -> Network:

1. Connect the second Switch to the LAN2 port of the PBX

2. Select the WAN eth0 interface and enable the option Get the address from the DHCP server:

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3. Select the LAN eth1 interface, set the static IP (Default: 10.135.0.1/16):

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4. Click Enable traffic shaper eth0-eth2

5. Click Apply the network settings

6. The bridge between WAN eth0 and LAN eth2 interfaces is created, with a dedicated separated network on the LAN eth1 interface

7. The interfaces eth0 and eth2 are no longer present on the page, the interface wbr0 is used as WAN which keeps the same settings of the eth0 interface (either static IP or DHCP client)

8. Select the WAN wbr0 interface and enable the option Get the address from the DHCP server:

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9. Click Apply the network settings

10. Check the address of the WAN wbr0 interface to know the new IP address of the PBX

PBX Activation and first time WMS access

Creation of PBX in Salesforce Partner Community

Proceed as follows:

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

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

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

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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 

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• You can also add shipping details. To do it, enable the toggle in front of Add Address? option:

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• Provide the receiver name and address:

On the next window, provide Sales project information: 

• Key Additional Features - choose the preferred features, e.g. voicebot, chatbot, Kite, SF integration 

• Stage - commonly, when you only create an Opportunity, it is Intro/ Qualification stage

• Opportunity Type - choose if it is a New business or business existing not with Wildix

• Interested Solution - select the preferred solution(s)

• Total Users - enter the total number of users

• Close Date - estimate the date when you expect to close the Project

• Product of Interest - choose the product you are interested in (x-bees/ x-hoppers/ Collaboration)

• Notes - add notes if required

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• When you click Next, the relevant three records are created in Partner Community: Account, Contact, and Opportunity. 

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

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4. Fill out the General Questions section of the Quote:

• Expected Implementation Date: select the date when the project starts (when all subscription plans get activated, etc.). By default, today's date is displayed. 

• Billing Frequency: depending on the product of interest chosen (Collaboration, x-bees, or x-hoppers), there are relevant billing frequency options available.

• 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 subscription plans 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 subscription plans on PBX under the Commitment, a request to Customer Care should be submitted. See more information on Customer Care FAQ page.

• Product of interest (read-only field): the product you’ve previously chosen for your opportunity. You can select subscription plans and devices for the chosen product.

• Additional Configuration: here you have the following options:

  • AI+Data Boost: a bundle, that includes company data storage, transcriptions and voice agents. For more details, check these pages: AI+Data Boost Bundles Overview, Company Data Storage Flow. Storage subscription plan is also required if you want to increase data storage duration for Cloud Analytics (CDR-View 2.0)

  • PBX Service: Service licenses can be assigned to Park Orbit users and any other virtual users who do not need SIP registration.

  • 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.

  • Subscription Plans Upgrade: here you can get x-caracal, Wizywebinar, Wizyconf, MS-PhoneSystem subscription plans (read the section Licences Upgrade 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

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5. In the Company Data Storage Bundle section, select the preferred CDS option:

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For more details, check the page: Company Data Storage Flow.

6. In the PBX Service section, add the necessary number of Service Licenses

7. In the section License Bundle, choose activation date and subscription plans type:

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The subscription plans list is displayed according to the product of interest chosen:

• Legacy Collaboration: check the subscription plan options on this page https://www.wildix.com/licensing/. For Collaboration 7, check the subscription plans here: Collaboration 7 Admin Guide.

• x-bees: check the subscription plan options here: x-bees Admin Guide

• x-hoppers: view subscription plan options in x-hoppers Admin Guide on this page https://e-learning.wildix.com/internal/pages/62/x-hoppers-admin-documentation

8. After choosing the subscription plan, select the number of users for the chosen subscription plan and bundle add ons if required:

Bundle add-ons:

• Phones (Start 5, WorkForce 5, SuperVision 5, etc.)

• Headsets (DuoLED, MonoLED, DuoLED-BT, MonoLED-BT, etc.)

• W-AIR (WAIR-Basic, WAIR-Office, WAIR-LifeSaver, etc.) 

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• To add another license type, click the + button:

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• One more License Bundle tab appears where you can choose another subscription plan type, number of users and bundle add ons

9. Fill out Licenses Upgrade section, where you can get x-caracal, Wizywebinar, Wizyconf, MS-PhoneSystem subscription plan:

• Select the Activation date

• 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 subscription plans 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

• Wizywebinar: indicate if you need Wizywebinar subscription plan. If positive, fill out the below field:
  Wizywebinar Licenses Quantity: enter the preferred number of subscription plans

• 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

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10. 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 How to Create Quote and Confirm Order in Salesforce Partner Community

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

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12. 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:

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Click Mark as Current Status:

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The status is successfully changed:

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Once you mark Accepted quote status as Complete, the Quote is converted into Order and is available on the Order page.

13. Go to the Order page and click Confirm Order to proceed with the Order confirmation:

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

1) 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: 

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2) 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:

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3) 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):

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To add or delete Client PBX, click on the + or - buttons correspondingly:

4) 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 subscription plan start date.

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If you change a licence start date for a later date, it gets automatically applied to all items:

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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.

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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.

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

5) 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:

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6) Once completed, click Next

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

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

First time WMS access

WMS access

Proceed as follows:

1. Open the web browser (recommended browser: Google Chrome updated to the latest version)

2. Type the PBX IP address (https mode is recommended), example: https://10.135.0.1/ (for LAN1) or PBX name set in Salesforce Partner Community (Cloud PBX), example: https://mycompany.wildixin.com 

3. Enter the credentials for the first time access:

   1. user : admin

   2. password : wildix

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