This Guide leads you through the process of teams4Wildix integration usage, starting from the Integration installation and activation, and ending with practical examples for call placing.
The Integration is free for those customers who have already activated CLASSOUND.
Microsoft Teams Integration webpage: https://www.wildix.com/microsoft-teams/
Created: June 2021
Permalink: https://confluence.wildix.com/x/Y4GEB
teams4Wildix Video Tutorial
Introduction
Wildix offers 2 modes of the Integration usage.
Mode 1. Collaboration Plugin: it provides access to all advanced features by Wildix (check the attached Datasheet for the highlights )
Limitations:
- No sync between MS Teams and Wildix Collaboration user statuses
- No support for Wildix phonebooks
- Mode 2. Microsoft Phone System: besides the advantages of Mode 1, it allows MS Teams users to place and receive calls using Teams Dialpad (Calls tab of the MS Teams interface)
Requirements
General requirements:
- WMS version: 5.03.20210623.1 or higher
- Activated CLASSOUND
- Wildix UC-ESSENTIAL / UC-BUSINESS / UC-PREMIUM license for each user
Additional requirements for Microsoft Phone System:
- Monthly subscription fee. The fee is purchased for the entire PBX on WMP (the option for purchasing is coming soon. If you want to activate Mode 2, please contact your Area Manager)
- Microsoft 365 (Office 365) E5 or Microsoft 365 (Office 365) E3 + Phone system for each user
Setup
Collaboration Plugin Setup
Step 1. Download the Plugin
Download the Plugin from https://drive.google.com/drive/folders/1H9fOTNJg6UQIZV4WeGwkCwtG4PoXh9lQ
Step 2. Activate Microsoft Teams Connectors for all Company Members (for admin only)
Note: Upload a customised app option is only available for members with admin rights in Office365.
Go to Apps tab located on the bottom-left menu of Microsoft Teams
Click Upload a customised app option and select Upload for my org:
Browse your computer and choose teams4wildix_integration_plugin.zip package downloaded previously:
Click Open to upload the Application to Microsoft Teams
- A new section Built for your org appears in Apps tab and Wildix app can be added by colleagues of your organisation
- All Company Members can now add the Application in their MS Teams
Step 3. Install the Integration for colleagues
Go to Apps tab located on the bottom-left menu of Microsoft Teams
Proceed to Built for your org section:
Click Wildix and Add to add the Application:
Microsoft Phone System Setup
Step 1. Activate an account on teams4wildix portal (required only for Mode 2)
To be able to make calls using Teams Dialpad, you need to set up the connection between your PBX and Office 365 tenant. For that, activate an account on https://admin.teams4wildix.com/.
Prerequisite: provide an email address of your admin to Wildix to send an invitation for accessing the portal
Once you receive an invitation via email, click Accept Invitation to access the portal
Then you can add you customers:
Detailed documentation on how to add your customers can be founded on teams4Wildix portal -> Services -> Teams -> Documents.
Application Usage
General Overview
Once you finish the setup process, you can access the Wildix Application from the left side navigation panel.
The Application interface consists of three tabs:
- Phone - integrated Collaboration plugin
- Settings - PBX domain name. Before proceeding to Phone menu, add PBX domain name here and click Save:
- About - information about Wildix
Collaboration Plugin Usage
Note: This mode requires Wildix Collaboration to be open in the browser or native app.
To use this mode and be able to control calls, you need to have a SIP device registered to your account.
You can also use Collaboration as a SIP device. For that, you need to activate call control mode (can be done only by admin)
To enable it:
- Connect to your PBX via SSH as a root user
- Edit the config file /rw2/etc/env.ini (or custom /rw2/etc/env.custom.ini for persistence) by setting the parameter CALL_CONTROL_FEATURE=true
- A new option Call control appears on login window
Connect to your Collaboration account in MS Teams:
- Go to Phone tab
- Use Office 365 SSO or enter Login and Password
- If you use Collaboration as a SIP device, check off Call Control only
- Click Login
- If you don't use Collaboration as a SIP device, select a SIP device in the list of active devices (consult Collaboration Guide if you need details)
- You can now manage calls, send faxes/SMS, check voicemails etc:
Microsoft Phone System Usage
Note: This Mode allows also using Collaboration Plugin Mode.
To place calls using Teams Dialpad, go to Calls tab and click Dial a number. To control an active call (put it on pause/ resume, transfer, etc), click More actions (three dots).
teams4Wildix FAQ
Q1. Can teams4Wildix be integrated without CLASSOUND?
- No, CLASSOUND is required to have the Integration working.
Q2. Can another SIP trunk be used instead of CLASSOUND?
- Yes.
Q3. Can I as a partner install the Integration for end customers?
- In both Modes, an end customer admin is engaged. For Mode 1, an admin installs the integration for all company members. For Mode 2, MS admin account is needed for the initial setup on teams4Wildix portal, since Office 365 tenant checks the required licenses.
Q4. Can I control Teams Dialpad from Collaboration, for example, put a call on hold
- No, you cannot. Teams doesn’t allow controlling its Dialpad.
Q5. Can Teams contacts be dialed from Collaboration?
- Currently, no. Export of Microsoft phonebooks will be implemented later.
The user guide of the pre 2021 Microsoft Teams integration can be found here: https://drive.google.com/drive/u/0/folders/1aUGV-v9EMhMCCs0LlydOpoYkUSrHoSyK