Thank you for purchasing the Grandstream UCM630X series IP PBX appliance. The UCM6300 series allows businesses to build powerful and scalable unified communication and collaboration solutions. This series of IP PBXs provide a platform that unifies all business communication on one centralized network, including voice, video calling, video conferencing, video surveillance, web meetings, data, analytics, mobility, facility access, intercoms, and more. The UCM6300 series supports up to 3000 users and includes a built-in web meetings and video conferencing solution that allows employees to connect from the desktop, mobile, GVC series devices, and IP phones. It can be paired with the UCM6300 ecosystem to offer a hybrid platform that combines the control of an on-premises IP PBX with the remote access of a cloud solution. The UCM6300 ecosystem consists of the Wave app for desktop and mobile, which provides a hub for collaborating remotely, and UCM RemoteConnect, a cloud NAT traversal service for ensuring secure remote connections. The UCM6300 series also offers cloud setup and management through GDMS and an API for integration with third-party platforms. By offering a high-end unified communications and collaboration solution packed with a suite of mobility, security, meeting, and collaboration tools, the UCM6300 series provides a powerful platform for any organization.

PRODUCT OVERVIEW

Technical Specifications

The following table resumes all the technical specifications including the protocols/standards supported, voice codecs, telephony features, languages, and upgrade/provisioning settings for the UCM630X series.

Table 1: Technical Specifications

INSTALLATION

Before deploying and configuring the UCM630X series, the device needs to be properly powered up and connected to a network. This section describes detailed information on the installation, connection, and warranty policy of the UCM630X series.

Equipment Packaging

Main Case	1
Power Adaptor	1
Ethernet Cable	1
Quick Installation Guide	1

Connect Your UCM630X (UCM6301 as an example)

To set up the UCM6301, follow the steps below:

1. Connect one end of an RJ-45 Ethernet cable into the WAN port of the UCM6301.
2. Connect the other end of the Ethernet cable into the uplink port of an Ethernet switch/hub.
3. Connect the 12V DC power adapter into the 12V DC power jack on the back of the UCM6301. Insert the main plug of the power adapter into a surge-protected power outlet.
4. Wait for the UCM6301 to boot up. The LCD in the front will show the device hardware information when the boot process is done.
5. Once the UCM6301 is successfully connected to the network, press the Home button to display the IP address.
6. (Optional) Connect PSTN lines from the wall jack to the FXO ports; connect analog lines (phone and Fax) to the FXS ports.

UCM6302 front and back view

UCM6304 front and back view

UCM6308 front and back view

GETTING STARTED

To get started with the UCM630X setup process, use the following available interfaces: LCD display, and web portal.

• The LCD display shows hardware, software, interface status, and network information and can be navigated via the Slide control and Touch keys. From here, users can configure basic network settings, run diagnostic tests, and factory reset.
• The web portal (may also be referred to as web UI in this guide) is the primary method of configuring the UCM.

This section will provide step-by-step instructions on how to use these interfaces to quickly set up the UCM and start making and receiving calls with it.

Use the LCD Menu

• Idle Screen

Once the device has booted up completely, the LCD will show the UCM model, hardware version, and IP address. Upon menu key press timeout (30 seconds), the screen will default back to this information.

• Menu

Pressing the Home button will show the main menu. All available menu options are found in [Table 3: LCD Menu Options].

• Menu Navigation

Scrolling down using slide control through the menu options. Press the OK button to select an option.

• Exit

Selecting the Back option will return to the previous menu. For the Device Info, Network Info, and Web Info screens that have no Back option, pressing the OK button will return to the previous menu.

• LCD Backlight

The LCD backlight will turn on upon button press and will go off when idle for 30 seconds.

The following table summarizes the layout of the LCD menu of UCM630x.

Use the LED Indicators

The UCM6301/6302 has LED indicators on the network port to display connection status and the following picture shows the other ports’ status.

The UCM6304/6308 has LED indicators in the front to display the connection status. The following table shows the status definitions.

LED Indicator	LED Status
Power 1/Power 2 PoE LAN WAN USB SD FXS ports FXO ports	Solid: Connected Fast Blinking: Data Transferring Slow Blinking: Trying to connect OFF: Not Connected

Using the Web UI

Accessing the Web UI

The UCM’s web server responds to HTTP/HTTPS GET/POST requests. Embedded HTML pages allow users to configure the device through a web browser such as Microsoft IE (version 8+), Mozilla Firefox, Google Chrome, etc. To access the UCM’s web portal, follow the steps below:

1. Make sure your computer is on the same network as the UCM.
2. Make sure that the UCM’s IP address is displayed on its LCD.
3. Enter the UCM’s IP address into a web browsers’ address bar. The login page should appear (please see the above image).
4. Enter default administrator username “admin” and password can be found on the sticker at the back of the UCM.

Setup Wizard

When you log in to the UCM Web GUI interface for the first time, the system will automatically start the setup wizard and expand the description of the instant messaging soft terminal supporting system ( Wave). Click “Learn more” to open the Wave client download interface.

The setup wizard guides users to complete basic configuration, such as administrator password modification, network settings, time zone settings, extension settings, and routing rule configuration, etc.

The setup wizard can be closed and reopened at any time. At the end of the wizard, a summary of the pending configuration changes can be reviewed before applying them.

Main Settings

There are 8 main sections in the web portal to manage various features of the UCM.

• System Status: Displays the dashboard, system information, current active calls, and network status.
• Extensions/Trunks: Manages extensions, trunks, and routing rules.
• Call Features: Manages various features of the UCM such as the IVR and voicemail.
• PBX Settings: Manages the settings related to PBX functionality such as SIP settings and interface settings.
• System Settings: Manages the settings related to the UCM system itself such as network and security settings.
• CDR: Contains the call detail records, statistics, and audio recordings of calls processed by the UCM.
• Other Features: Manages the settings of features unrelated to core PBX functionality such as Zero Config provisioning and CRM/PMS integrations.
• Maintenance: Manages settings and logs related to system management and maintenance such as
  user management, activity logs, backup settings, upgrade settings, and troubleshooting tools.

Web GUI Languages

Currently the UCM630X series Web GUI supports English, Simplified Chinese, Traditional Chinese, Spanish, French, Portuguese, Russian, Italian, Polish, German, Turkish, and Czech.

Users can select the UCM’s web UI display language in the top-right corner of the page.

Web GUI Search Bar

Users can search for options in the web portal with the search bar on the top right of the page.

Saving and Applying Changes

After making changes to a page, click on the “Save” button to save them and then the “Apply Changes” button that finalizes the changes. If a modification requires a reboot, a prompt will appear asking to reboot the device.

Setting Up an Extension

Power on the UCM630X and your SIP endpoint. Connect both devices to the same network and follow the steps below to set up an extension.

1. Log into the UCM web portal and navigate to Extension/Trunk🡪Extensions
2. Click on the “Add” button to start creating a new extension. The Extension and SIP/IAX Password information will be used to register this extension. To set up voicemail, the Voicemail Password will be required.
3. To register an endpoint to this extension, go into your endpoint’s web UI and edit the desired account. Enter the newly created extension’s number, SIP user ID, and password into their corresponding fields on the endpoint. Enter the UCM’s IP address into the SIP server field. If setting up voicemail, enter *97 into the Voice Mail Access Number field. This field may be named differently on other devices.
4. To access the extension’s voicemail, use the newly registered extension to dial *97 and access the personal voicemail system. Once prompted, enter the voicemail password. If successful, you will now be prompted with various voicemail options.
5. You have now set up an extension on an endpoint.

SYSTEM SETTINGS

This section will explain the available system-wide parameters and configuration options on the UCM630X series. This includes settings for the following items: General Settings, Cloud IM, HTTP server, network Settings, OpenVPN, DDNS Settings, Security Settings, LDAP server, Time settings, Email settings, and TR-069.

General Settings

System administrators can prevent the UCM from making calls and/or writing to the data partition (e.g., CDR, recordings, etc.) once the system reaches a specified threshold of storage usage and CPU usage respectively. These options are located in the System Settings 🡪 General Settings page.

General Settings
Device Name	Configure the name of the UCM.
Enable CPU Flow Control	Enables the CPU flow control.
CPU Flow Control Threshold	Used to set the threshold generated by the CPU Flow Control. When the system CPU reaches the threshold, it will prohibit the new calls. The default value is 90%.
Data Partition Write Threshold	Used to set a threshold to stop writing data partition. When the disk data partition reaches the threshold configured, the data partition writing will be stopped. The default value is 90%.

IM Settings

Cloud IM Service

After enabling Cloud IM, it means that all IM data in Wave is stored in the external server Cloud IM, and is no longer stored locally in UCM.GDMS can configure the External Cloud IM service for UCM devices. At this time, the UCM device synchronizes the configuration item information.

IM Server

If Enable IM Server Mode is toggled on, UCM will function only as an IM server. The UCM management portal will remove PBX-related services and supports the binding of multiple cross-region UCM devices. The UCM device that wants to bind the IM server address is also bound by turning on the Cloud IM mode, and the IM data in his Wave is stored in this IM server.

HTTP Server

The UCM630X’s embedded web server responds to HTTPS GET/POST requests and allows users to configure the UCM via web browsers such as Microsoft IE, Mozilla Firefox, and Google Chrome. By default, users can access the UCM by just typing its IP address into a browser address bar. The browser will automatically be redirected to HTTPS using port 8089. For example, typing in “192.168.40.50” into the address bar will redirect the browser to “https://192.168.40.50:8089”. This behavior can be changed in the System Settings🡪HTTP Server page.

If the protocol or port has been changed, the user will be logged out and redirected to the new URL.

Network Settings

After successfully connecting the UCM630X to the network for the first time, users could log in to the Web GUI and go to System Settings🡪Network Settings to configure the network parameters for the device.

• UCM630X supports Route/Switch/Dual mode functions.

In this section, all the available network setting options are listed for all models. Select each tab in Web GUI🡪System Settings🡪Network Settings page to configure LAN settings, WAN settings, 802.1X, and Port Forwarding.

Basic Settings

Please refer to the following tables for basic network configuration parameters on UCM6301, UCM6302, UCM6304, and UCM6308, respectively.

• Method: Route

When the UCM630X has the method set to Route in network settings, WAN port interface is used for uplink connection and LAN port interface is used as a router. Please see a sample diagram below.

• Method: Switch

WAN port interface is used for uplink connection; LAN port interface is used as a room for PC connection.

• Method: Dual

Both WAN port and LAN port are used for the uplink connection. Users will need to assign LAN 1 or LAN 2 as the default interface in option “Default Interface” and configure “Gateway IP” if static IP is used for this interface.

802.1X

IEEE 802.1X is an IEEE standard for port-based network access control. It provides an authentication mechanism to a device before the device can access the Internet or other LAN resources. The UCM630X supports 802.1X as a supplicant/client to be authenticated.

The following diagram and figure show UCM630X uses 802.1X mode “EAP-MD5” on the WAN port as a client in the network to access the Internet.

The following table shows the configuration parameters for 802.1X on UCM630X. Identity and MD5 password are required for authentication, which should be provided by the network administrator obtained from the RADIUS server. If “EAP-TLS” or “EAP-PEAPv0/MSCHAPv2” is used, users will also need to upload 802.1X CA Certificate and 802.1X Client Certificate, which should be also generated from the RADIUS server.

802.1X Mode	Select 802.1X mode. The default setting is “Disable”. The supported 802.1X modes are: EAP-MD5 EAP-TLS EAP-PEAPv0/MSCHAPv2
Identity	Enter 802.1X mode Identity information.
MD5 Password	Enter 802.1X mode MD5 password information.
802.1X CA Certificate	Select 802.1X certificate from local PC and then upload.
802.1X Client Certificate	Select 802.1X client certificate from local PC and then upload.

Static Routes

The UCM630X provides users static routing capability that allows the device to use manually configured routes, rather than information only from dynamic routing or gateway configured in the UCM630X Web GUI🡪System Settings🡪Network Settings🡪Basic Settings to forward traffic. It can be used to define a route when no other routes are available or necessary or used in complementary with existing routing on the UCM630X as a failover backup, etc.

• Click on “Add IPv4 Static Route” to create a new IPv4 static route or click ”Add IPv6 Static Route” to create a new IPv6 static route. The configuration parameters are listed in the table below.
• Once added, users can select to edit the static route.
• Select to delete the static route.

Destination	Configure the destination IPv4 address or the destination IPv6 subnet for the UCM630X to reach using the static route. Example: IPv4 address – 192.168.66.4 IPv6 subnet – 2001:740:D::1/64
Subnet Mask	Configure the subnet mask for the above destination address. If left blank, the default value is 255.255.255.255. Example: 255.255.255.0
Gateway	Configure the IPv4 or IPv6 gateway address so that the UCM630X can reach the destination via this gateway. The gateway address is optional. Example: 192.168.40.5 or 2001:740:D::1
Interface	Specify the network interface on the UCM630X to reach the destination using the static route. LAN interface is eth0; WAN interface is eth1.

Static routes configuration can be reset from the LCD menu🡪Network Menu.

The following diagram shows a sample application of static route usage on UCM6304.

The network topology of the above diagram is as below:

• Network 192.168.69.0 has IP phones registered to UCM6304 LAN 1 address
• Network 192.168.40.0 has IP phones registered to UCM6304 LAN 2 address
• Network 192.168.66.0 has IP phones registered to UCM6304 via VPN
• Network 192.168.40.0 has a VPN connection established with network 192.168.66.0

In this network, by default, the IP phones in network 192.168.69.0 are unable to call IP phones in network 192.168.66.0 when registered on different interfaces on the UCM6304. Therefore, we need to configure a static route on the UCM6304 so that the phones in isolated networks can make calls between each other.

Port Forwarding

The UCM network interface supports the router function which provides users the ability to do port forwarding. If LAN mode is set to “Route” under Web GUI🡪System Settings🡪Network Settings🡪Basic Settings page, port forwarding is available for configuration.

The port forwarding configuration is under Web GUI🡪System Settings🡪Network Settings🡪Port Forwarding page. Please see related settings in the table below.

Table 12: UCM630X Network Settings🡪Port Forwarding

The following figures demonstrate a port forwarding example to provide a phone’s Web GUI access to the public side.

• UCM630X network mode is set to “Route”.
• UCM630X WAN port is connected to the uplink switch, with a public IP address configured, e.g. 1.1.1.1.
• UCM630X LAN port provides a DHCP pool that connects to multiple phone devices in the LAN network 192.168.2.x. The UCM60X is used as a router, with gateway address 192.168.2.1.
• There is a GXP2160 connected under the LAN interface network of the UCM630X. It obtains IP address 192.168.2.100 from the UCM630X DHCP pool.
• On the UCM630X Web GUI🡪System Settings🡪Network Settings🡪Port Forwarding, configure a port forwarding entry as the figure shows below.

• WAN Port: This is the port opened on the WAN side for access purposes.
• LAN IP: This is the GXP2160 IP address, under the LAN interface network of the UCM630X.
• LAN Port: This is the port opened on the GXP2160 side for access purposes.
• Protocol Type: We select TCP here for Web GUI access using HTTP.

This will allow users to access the GXP2160 Web GUI from the public side, by typing in the public IP address (example: 1.1.1.1:8088).

ARP Settings

The ARP settings can be configured under Web GUI🡪System Settings🡪Network Settings🡪ARP Settings

ARP GC Threshold 1	A minimum number of entries to keep. The garbage collector will not purge entries if there are fewer than this number. The default value is 128.
ARP GC Threshold 2	Threshold when garbage collector becomes more aggressive about purging entries. Entries older than 5 seconds will be cleared when over this number. The default value is 512.
ARP GC Threshold 3	The maximum number of non-PERMANENT neighbor entries allowed. Increase this when using large numbers of interfaces and when communicating with large numbers of directly connected peers. The default value is 1024.

OpenVPN®

OpenVPN® settings allow the users to configure UCM630X to use VPN features, the following table gives details about the various options to configure the UCM as OpenVPN Client.

DDNS Settings

DDNS setting allows users to access UCM630X via domain name instead of IP address.

The UCM supports DDNS service from the following DDNS provider:

• dydns.org
• noip.com
• freedns.afraid.org
• zoneedit.com
• oray.net

Here is an example of using noip.com for DDNS.

1. Register domain in DDNS service provider. Please note the UCM630X needs to have public IP access.

2. On Web GUI🡪System Settings🡪Network Settings🡪DDNS Settings, enable DDNS service and configure username, password, and host name.

3. Now you can use a domain name instead of an IP address to connect to the UCM630X Web GUI.

Security Settings

The UCM630X provides users firewall security configurations to prevent certain malicious attacks to the UCM630X system. Users could configure to allow, restrict, or reject specific traffic through the device for security and bandwidth purpose. The UCM630X also provides the Fail2ban feature for authentication errors in SIP REGISTER, INVITE and SUBSCRIBE. To configure firewall settings in the UCM630X, go to Web GUI🡪System Settings🡪Security Settings page.

Static Defense

Under Web GUI🡪System Settings🡪Security Settings🡪Static Defense page, users will see the following information:

• Current service information with port, process, and type.
• Typical firewall settings.
• Custom firewall settings.

The following table shows a sample current service status running on the UCM630X.

Port	Process	Type	Protocol or Service
7777	Asterisk	TCP/IPv4	SIP
389	Slapd	TCP/IPv4	LDAP
6060	zero_config	UDP/IPv4	UCM630X zero_config service
5060	Asterisk	UDP/IPv4	SIP
4569	Asterisk	UDP/IPv4	SIP
38563	Asterisk	udp/ipv4	SIP
10000	gs_avs	udp/ipv4	gs_avs
10001	gs_avs	udp/ipv4	gs_avs
10002	gs_avs	udp/ipv4	gs_avs
10003	gs_avs	udp/ipv4	gs_avs
10004	gs_avs	udp/ipv4	gs_avs
10005	gs_avs	udp/ipv4	gs_avs
10006	gs_avs	udp/ipv4	gs_avs
10007	gs_avs	udp/ipv4	gs_avs
10010	gs_avs	udp/ipv4	gs_avs
10012	gs_avs	udp/ipv4	gs_avs
10013	gs_avs	udp/ipv4	gs_avs
10014	gs_avs	udp/ipv4	gs_avs
10015	gs_avs	udp/ipv4	gs_avs
10018	gs_avs	udp/ipv4	gs_avs
10019	gs_avs	udp/ipv4	gs_avs
10020	gs_avs	udp/ipv4	gs_avs
6066	Python	udp/ipv4	python
3306	Mysqld	tcp/ipv4	mysqld
45678	Python	udp/ipv4	python
8439	Lighttpd	tcp/ipv4	HTTP
8088	asterisk	tcp/ipv4	SIP
8888	Pbxmid	tcp/ipv4	pbxmid
25	Master	tcp/ipv4	master
636	Slapd	tcp/ipv4	SLDAP
4569	asterisk	udp/ipv6	SIP
42050	asterisk	udp/ipv6	SIP
7681	Pbxmid	tcp/ipv4	pbxmid

For typical firewall settings, users could configure the following options on the UCM630X.

Ping Defense Enable	If enabled, ICMP response will not be allowed for Ping requests. The default setting is disabled. To enable or disable it, click on the check box for the LAN or WAN (UCM630X) interface.
SYN-Flood Defense Enable	Allows the UCM630X to handle excessive amounts of SYN packets from one source and keep the web portal accessible. There are two options available and only one of these options may be enabled at one time. eth(0)LAN defends against attacks directed to the LAN IP address of the UCM630X. eth(1)WAN defends against attacks directed to the WAN IP address of the UCM630X. SYN Flood Defense will limit the amount of SYN packets accepted by the UCM from one source to 10 packets per second. Any excess packets from that source will be discarded.
Ping-of-Death Defense Enable	Enable to prevent Ping-of-Death attack to the device. The default setting is disabled. To enable or disable it, click on the check box for the LAN or WAN (UCM630X) interface.

Under “Custom Firewall Settings”, users could create new rules to accept, reject or drop certain traffic going through the UCM630X. To create a new rule, click on the “Create New Rule” button and a new window will pop up for users to specify rule options.

Right next to the “Create New Rule” button, there is a checkbox for the option “Reject Rules”. If it is checked, all the rules will be rejected except the firewall rules listed below. In the firewall rules, only when there is a rule that meets all the following requirements, the option “Reject Rules” will be allowed to check:

• Action: “Accept”
• Type “In”
• The destination port is set to the system login port (e.g., by default 8089)
• The protocol is not UDP

Rule Name	Specify the Firewall rule name to identify the firewall rule.
Action	Select the action for the Firewall to perform. ACCEPT REJECT DROP
Type	Select the traffic type. IN If selected, users will need to specify the network interface “LAN” or “WAN” (for UCM630X) for the incoming traffic. OUT
Interface	Select the interface to use the Firewall rule.
Service	Select the service type. FTP SSH Telnet HTTP LDAP Custom If “Custom” is selected, users will need to specify Source (IP and port), Destination (IP and port), and Protocol (TCP, UDP, or Both) for the service. Please note if the source or the destination field is left blank, it will be used as “Anywhere”.
Source IP Address and Port	Configure a source subnet and port. If set to “Anywhere” or left empty, traffic from all addresses and ports will be accepted. A single port or a range of ports can be specified (e.g., 10000, 10000-20000).
Destination IP Address and Port	Configure a destination subnet and port. If set to “Anywhere” or left empty, traffic can be sent to all addresses and ports. A single port or a range of ports can be specified (e.g., 10000, 10000-20000).
Protocol	Select the protocol for the rule to be used.

Save the change and click on the “Apply” button. Then submit the configuration by clicking on “Apply Changes” on the upper right of the web page. The new rule will be listed at the bottom of the page with sequence number, rule name, action, protocol, type, source, destination, and operation. More operations are below:

• Click on to edit the rule.
• Click on to delete the rule.

Dynamic Defense

Dynamic defense is supported on the UCM630X series. It can blacklist hosts dynamically when the LAN mode is set to “Route” under Web GUI🡪System Settings🡪Network Settings🡪Basic Settings page. If enabled, the traffic coming into the UCM630X can be monitored, which helps prevent massive connection attempts or brute force attacks to the device. The blacklist can be created and updated by the UCM630X firewall, which will then be displayed on the web page. Please refer to the following table for dynamic defense options on the UCM630X.

Dynamic Defense Enable	Enable dynamic defense. The default setting is disabled.
Blacklist Update Interval	Configure the blacklist update time interval (in seconds). The default setting is 120.
Connection Threshold	Configure the connection threshold. Once the number of connections from the same host reaches the threshold, it will be added to the blacklist. The default setting is 100.
Dynamic Defense Whitelist	Allowed IPs and ports range, multiple IP addresses, and port range. For example: 192.168.2.100-192.168.2.105, 1000:9999

The following figure shows a configuration example like this:

• If a host at IP address 192.168.5.7 initiates more than 20 TCP connections to the UCM630X it will be added to the UCM630X blacklist.
• This host 192.168.5.7 will be blocked by the UCM630X for 500 seconds.
• Since IP range 192.168.5.100-192.168.5.200 is in the whitelist if a host initiates more than 20 TCP connections to the UCM630X it will not be added to the UCM630X blacklist. It can still establish a TCP connection with the UCM630X.

Fail2ban

Fail2Ban feature on the UCM630X provides intrusion detection and prevention for authentication errors in SIP REGISTER, INVITE and SUBSCRIBE. Once the entry is detected within “Max Retry Duration”, the UCM630X will act to forbid the host for a certain period as defined in “Banned Duration”. This feature helps prevent SIP brute force attacks on the PBX system.

SSH Access

SSH switch now is available via Web GUI and LCD. Users can enable or disable SSH access directly from Web GUI or LCD screen. For web SSH access, please log in to UCM630X web interface and go to Web GUI🡪System Settings🡪Security Settings🡪SSH Access.

The “Enable SSH access” option is for system debugging. If you enable this option, the system will allow SSH access. The SSH connection require using the username “admin” and the super administrator’s password. This option is turned off by default. It is recommended to turn off this option when debugging is not required.

Tick “Enable remote SSH” option, the system will allow remote SSH access via the GDMS platform. This option is turned off by default, and it is strongly recommended to turn off this option when remote troubleshooting is not required.

LDAP Server

The UCM630X has an embedded LDAP/LDAPS server for users to manage the corporate phonebook in a centralized manner.

• By default, the LDAP server has generated the first phonebook with PBX DN “ou=pbx,dc=pbx,dc=com” based on the UCM630X user extensions already.
• Users could add new phonebook with a different Phonebook DN for other external contacts. For example, “ou=people,dc=pbx,dc=com”.
• All the phonebooks in the UCM630X LDAP server have the same Base DN “dc=pbx,dc=com”.

Term Explanation:

cn= Common Name

ou= Organization Unit

dc= Domain Component

These are all parts of the LDAP Data Interchange Format, according to RFC 2849, which is how the LDAP tree is filtered.

If users have the Grandstream phone provisioned by the UCM630X, the LDAP directory will be set up on the phone and can be used right away for users to access all phonebooks.

Additionally, users could manually configure the LDAP client settings to manipulate the built-in LDAP server on the UCM630X. If the UCM630X has multiple LDAP phonebooks created, in the LDAP client configuration, users could use “dc=pbx,dc=com” as Base DN to have access to all phonebooks on the UCM630X LDAP server, or use a specific phonebook DN, for example “ou=people,dc=pbx,dc=com”, to access to phonebook with Phonebook DN “ou=people,dc=pbx,dc=com ” only.

UCM can also act as an LDAP client to download phonebook entries from another LDAP server.

To access the LDAP server and client settings, go to Web GUI🡪Settings🡪LDAP Server.

LDAP Server Configurations

The following figure shows the default LDAP server configurations on the UCM630X.

The UCM630X LDAP server supports anonymous access (read-only) by default. Therefore, the LDAP client does not have to configure a username and password to access the phonebook directory. The “Root DN” and “Root Password” here are for LDAP management and configuration where users will need to provide for authentication purposes before modifying the LDAP information.

The default phonebook list in this LDAP server can be viewed and edited by clicking on/for the first phonebook under LDAP Phonebook.

The UCM630X support secure LDAP (LDAPS) where the communication is encrypted and secure.

LDAP Phonebook

Users could use the default phonebook, edit the default phonebook, add new phonebook, import phonebook on the LDAP server as well as export phonebook from the LDAP server. The first phonebook with default phonebook dn “ou=pbx,dc=pbx,dc=com” displayed on the LDAP server page is for extensions in this PBX. Users cannot add or delete contacts directly. The contacts information will need to be modified via Web GUI🡪Extension/Trunk🡪Extensions first. The default LDAP phonebook will then be updated automatically.

• Add new phonebook

A new sibling phonebook of the default PBX phonebook can be added by clicking on “Add” under “LDAP Phonebook” section.

Configure the “Phonebook Prefix” first. The “Phonebook DN” will be automatically filled in. For example, if configuring “Phonebook Prefix” as “people”, the “Phonebook DN” will be filled with “ou=people,dc=pbx,dc=com”.

Once added, users can select to edit the phonebook attributes and contact list (see figure below) or select to delete the phonebook.

• Import phonebook from your computer to LDAP server

Click on “Import Phonebook” and a dialog will prompt as shown in the figure below.

The file to be imported must be a CSV, VCF or XML file with UTF-8 encoding. Users can open the file with Notepad and save it with UTF-8 encoding.

Here is how a sample file looks like. Please note “Account Number” and “Phonebook DN” fields are required. Users could export a phonebook file from the UCM630X LDAP phonebook section first and use it as a sample to start with.

The Phonebook DN field is the same “Phonebook Prefix” entry as when the user clicks on “Add” to create a new phonebook. Therefore, if the user enters “phonebook” in “Phonebook DN” field in the CSV file, the actual phonebook DN “ou=phonebook,dc=pbx,dc=com” will be automatically created by the UCM630X once the CSV file is imported.

In the CSV file, users can specify different phonebook DN fields for different contacts. If the phonebook DN already exists on the UCM630X LDAP Phonebook, the contacts in the CSV file will be added into the existing phonebook. If the phonebook DN does not exist on the UCM630X LDAP Phonebook, a new phonebook with this phonebook DN will be created.

The sample phonebook CSV file in above picture will result in the following LDAP phonebook in the UCM630X.

As the default LDAP phonebook with DN “ou=pbx,dc=pbx,dc=com” cannot be edited or deleted in LDAP phonebook section, users cannot import contacts with Phonebook DN field “pbx” if existed in the CSV file.

• Export phonebook to your computer from UCM630X LDAP server

Select the checkbox for the LDAP phonebook and then click on “Export Selected Phonebook” to export the selected phonebook. The exported phonebook can be used as a record or a sample CSV, VFC or XML file for the users to add more contacts in it and import to the UCM630X again.

LDAP Settings

Prerequisites to support contacts sync-up to IP Phones, UCM needs to support the following:

1.         If Cloud IM is enabled, UCM can send remote UCM’s contacts to each end device.

2.         Contacts from remote UCM can be synced by Cloud IM or LDAP sync via trunk. The contacts data must be complete and consistent.

3.         If Cloud IM is enabled, the contacts sent from UCM to end device should integrate Cloud IM contacts.

4.         If Cloud IM is disabled, the contacts sent from UCM to end device should only contain contacts on the UCM.

To support contacts sync-up to Wave, it allows Wave to obtain enterprise contacts from Cloud IM or LDAP. On UCM SIP peer trunk, if LDAP sync is enabled, end point can obtain remote UCM extensions’ info via LDAP. Also, it will allow configuring whether to sync up LDAP contacts on Wave so that Wave doesn’t receive duplicate contacts info.

Under UCM webUI🡪 System Settings🡪 LDAP Server, click on “LDAP Settings”, option “Wave enable LDAP phonebook” is available for configuration. If enabled, all Wave users on this UCM will display LDAP contacts. Otherwise, it will not display.

Please note the LDAP contacts displayed on Wave will exclude the duplicate contacts from Cloud IM.

LDAP Client Configurations

The configuration on LDAP client is useful when you use other LDAP servers. Here we provide an example on how to configure the LDAP client on the UCM.

Assuming the remote server base dn is “dc=pbx,dc=com”, configure the LDAP client as follows:

LDAP Client Type

The UCM can automatically update the phonebook, by configuring the ‘LDAP Automatic Update Cycle’. Available options are: 1 day/2days/7 days. It is set to ‘None’ by default.

The following figure gives a sample configuration for UCM acting as a LDAP client.

To configure Grandstream IP phones as the LDAP clients for UCM, please refer to the following example:

• Server Address: The IP address or domain name of the UCM
• Base DN: dc=pbx,dc=com
• Username: cn=admin,dc=pbx,dc=com
• Password: admin (by default)
• LDAP Name Attribute: CallerIDName Email Department FirstName LastName
• LDAP Number Attribute: AccountNumber MobileNumber HomeNumber Fax
• LDAP Number Filter: (AccountNumber=%)
• LDAP Name Filter: (CallerIDName=%)
• LDAP Display Name: AccountNumber CallerIDName
• LDAP Version: If existed, please select LDAP Version 3
• Port: 389

The following figure shows the configuration information on a Grandstream GXP2170 to successfully use the LDAP server as configured in [Figure 37: LDAP Server Configurations].

AD Client Type

Time Settings

Automatic Date and Time

The current system time on the UCM630X can be found under Web GUI🡪System Status🡪Dashboard🡪PBX Status.

To configure the UCM630X to update time automatically, go to Web GUI🡪System Settings🡪Time Settings🡪Automatic date and Time.

Remote NTP Server	Specify the URL or IP address of the NTP server for the UCM630X to synchronize the date and time. The default NTP server is pool.ntp.org.
Enable DHCP Option 2	If set to “Yes”, the UCM630X can get provisioned for Time Zone from DHCP Option 2 in the local server automatically. The default setting is “Yes”.
Enable DHCP Option 42	If set to “Yes”, the UCM630X can get provisioned for NTP Server from DHCP Option 42 in the local server automatically. This will override the manually configured NTP Server. The default setting is “Yes”.
Time Zone	Select the proper time zone option so the UCM630X can display correct time accordingly.

Set Date and Time

To manually set the time on the UCM630X, go to Web GUI🡪System Settings🡪Time Settings🡪Set Date and Time. The format is YYYY-MM-DD HH:MM:SS.

NTP Server

The UCM630X can be used as an NTP server for the NTP clients to synchronize their time with. To configure the UCM630X as the NTP server, set “Enable NTP server” to “Yes” under Web GUI🡪System Settings🡪Time Settings🡪NTP Server. On the client side, point the NTP server address to the UCM630X IP address or host name to use the UCM630X as the NTP server.

Office Time

On the UCM630x, the system administrator can define “office time” which can be used to configure time condition for extension call forwarding and inbound rules. To configure office time, log in to the Web GUI, enter the System Settings🡪Time Settings🡪Office Time, and click the “Add” button to see the following configuration page.

Start Time	Configure the start time for office hour.
End Time	Configure the end time for office hour
Week	Select the workdays in one week.
Show Advanced Options	Check this option to show advanced options. Once selected, please specify “Month” and “Day” below.
Month	Select the months for office time.
Day	Select the workdays in one month.

Select “Start Time”, “End Time” and the day for the “Week” for the office time. The system administrator can also define month and day of the month as advanced options. Once done, click on “Save” and then “Apply Change” for the office time to take effect. The office time will be listed in the web page as the figure shows below.

• Click on to edit the office time.
• Click on to delete the office time.
• Click on “Delete” to delete multiple selected office times at once.

Holiday

On UCM, the system administrator can define “holidays” which can be used to configure time condition for extension call forwarding and inbound rules. To configure office time, log in to the Web GUI, enter the System Settings🡪Time Settings🡪Holiday, and click the “Add” button to see the following configuration page.

Enter holiday “Name” and “Holiday Memo” for the new holiday. Then select “Month”, “Day” and the exact “Hour”. The system administrator can also define days in one week as advanced options. Once done, click on “Save” and then “Apply Change” for the holiday to take effect. The holiday will be listed in the web page as the figure shows.

• Click on to edit the holiday.
• Click on to delete the holiday.
• Click on “Delete” to delete multiple selected holidays at once.

Email Settings

Email Settings

The Email application on the UCM630X can be used to send out alert event Emails, Voicemail (Voicemail-To-Email) etc. The configuration parameters can be accessed via Web GUI🡪System Settings🡪Email Settings🡪Email Settings.

TLS Enable	Enable or disable TLS during transferring/submitting your Email to another SMTP server. The default setting is “Yes”.
Type	Select Email type. MTA: Mail Transfer Agent. The Email will be sent from the configured domain. When MTA is selected, there is no need to set up SMTP server for it or no user login is required. However, the Emails sent from MTA might be considered as spam by the target SMTP server. Client: Submit Emails to the SMTP server. A SMTP server is required, and users need login with correct credentials.
Domain	Specify the domain name to be used in the Email when using type “MTA”.
SMTP Server	Specify the SMTP server when using type “Client”.
Enable SASL Authentication	Enable SASL Authentication. When disabled, UCM will not try to use the username and password for mail client login authentication. Most of the mail server requires login authentication while some others private mail servers allow anonymous login which requires disabling this option to send Email as normal. For Exchange Server, please disable this option.
Username	Username is required when using type “Client”. Normally it is the Email address.
Password	Password to login for the above Username (Email address) is required when using type “Client”.
Enable Email-to-Fax	Monitors the inbox of the configured email address for the specified subject. If enabled, the UCM will get a copy of the attachment from the email and send it to the XXX extension by fax. The attachment must be in PDF/TIF/TIFF format.
Email-to-Fax Blacklist/Whitelist	The user can enable the Email-to-Fax Blacklist or Email-to-Fax Whitelist.
Email-to-Fax Subject Format	Select the email subject format to use for emails to fax. XXX refers to the extension that the fax will be sent to. This extension can only contain numbers.
Internal Black/Whitelist	Email address blacklist/whitelist for local extensions.
External Blacklist/Whitelist	Email address blacklist/whitelist for non-local contacts. Separate multiple addresses with semicolon (;) (i.e.”xxx;yyy”).
Fax Sending Success/Failure Confirmation	If enabled, the UCM will send an email notification to the sender about the fax sending result.
POP/POP3 Server Address	Configure the POP/POP3 server address for the configured username Example: pop.gmail.com
POP/POP3 Server Port	Configure the POP/POP3 server port for the configured username Example: 995
Display Name	Specify the display name in the FROM header in the Email.
Sender	Specify the sender’s Email address. For example: pbx@example.mycompany.com.

The following figure shows a sample Email setting on the UCM630X, assuming the Email is using 192.168.6.202 as the SMTP server.

Once the configuration is finished, click on “Test”. In the prompt, fill in a valid Email address to send a test email to verify the Email settings on the UCM630X.

Email Templates

The Email templates on the UCM630X can be used for email notification, the configuration parameters can be accessed via Web GUI🡪Settings🡪Email Settings🡪Email Templates.

Users can customize email templates for password reset, voicemail, meeting scheduling, extensions, fax, meeting report, PMS, CDR, emergency call, missed calls, alert events, call queue statistics and etc.

• Click on icon to edit the template.

• Added “Edge” and “Safari” as supported browser.
• Added “Download Wave” button for user to download Wave app from: https://fw.gdms.cloud/wave/download/
• Improved descriptions

Email Footer Hyperlink

Under UCM Web GUI🡪System Settings🡪Email Settings🡪Email Footer Hyperlink, users could edit the text and URL to modify the email footer hyperlink.

Email Send Log

Under UCM Web GUI🡪System Settings🡪Email Settings🡪Email Send Log, users could search, filter, and check whether the Email is sent out successfully or not. This page will also display the corresponding error message if the Email is not sent out successfully.

Table 25: Email Log – Display Filter

Email logs will be shown at bottom of the “Email Send Log” page, as shown in the following figure.

Below are the codes returned when sending emails and their description:

Table 26: Email Codes

Code	Description
250	Mail sent successfully
501	Address format parsing error, 501 will be returned when there are unacceptable characters in the recipient’s email address in MTA mode. Please check if the recipient’s email address format is correct. The “sender” configured on the client is your mail account.
535	The username and password verification in the client mode is incorrect. Please check whether the username and password are configured correctly.
550	Possible reasons: 1. The recipient’s mailbox username does not exist or is in a banned state, please check whether the email recipient is the correct email address. 2. The number of destination addresses sent by the sender exceeds the maximum limit per day and is temporarily blacklisted. Please reduce the sending frequency or try again the next day. 3. The sender’s IP does not pass the SPF permission test of the sending domain. Emails sent in MTA mode may return this error code even if they are sent.
552	The sent email is too large or the email attachment type is prohibited
553	The sender and the email account are inconsistent, please configure the sender as your email account correctly.
554	The email was identified as spam. Please reduce the sending frequency or try again the next day
none	This indicates that there is no return code. If the sending result is “deferred”, the general reason is that the mail service area is configured incorrectly. Please check whether the server configuration is correct. If the sending result is “bounced”, the general reason is that the receiving email address domain name is wrong, please check whether the email recipient is the correct email address. If it is in MTA mode, please check whether the “domain” is configured to be in the same domain name as the “recipient”.

SMS Settings

SMS Configuration

Configuring the SMS feature on the UCM6300 series allows the administrators to enable two-factor authentication, to send alerts, and meeting notices.

SMS Template

The template of the SMS can be modified in “SMS Template” tab. Please note that carriers may require to pre-register the templates for SMS that the UCM will send. Refer to the Amazon and Twilio documentation for more information.

SMS Delivery Log

All the SMS messages sent will be logged in the following tab.

HA

Dual-system hot standby provides a highly reliable and fault-tolerant solution for enterprises using the UCM6300 series/UCM6300A series. Based on two UCM devices of the same product model and software version, one of them is in the “Active” working state in real-time, and the other is in the “Standby” working state. The daily data on the host server will be synchronized to the standby machine in real-time, and the standby machine always monitors the running status of the host. When the host fails, including hardware failures and severe software failures, the standby machine will immediately take over the business and enter the “Active” working state, and Upgrade to a host to ensure that the business is not interrupted, and the call will automatically resume.

HA settings

The users can configure the HA under System Settings 🡪 HA settings page.

Table 27: HA Settings parameters

HA Status

Once the HA is configured, the user can view its status under system settings 🡪 HA 🡪 HA Status as shown below

HA Log

The user can view the HA log through the system settings 🡪 HA 🡪 HA log page. The HA log effectively records the execution results of past full backup actions, as well as the historical records that triggered the active/standby switchover.

SNMP

UCM63xx supports SNMP in case the system administrator chooses to use third party monitoring tools. These are the options available when setting up SNMP.

SNMP Settings

SNMP Community

You can also create SNMP communities and affect a certain level of access. An SNMP community is a group created to aggregate many management stations. The community name is used to authenticate and identify these machines in the NMS (Network Management System).

SNMP Traps Destinations

SNMP Traps is a very useful feature when there are many network components to manage. Instead of sending requests to all the machines in the network in order to view their SNMP logs risking slowing down or bringing the network to a complete halt, SNMP Traps can be configured so these machines can send unrequested messages to the manager to notify it about critical events and general failures.

SNMP Version 3

UCM 63xx also supports SNMP v3 in case the system administrator decides to add more security to the monitoring process. SNMP v3 is a very good solution to monitor devices that interface directly with Internet. SNMP v3 offers more security than its predecessors by hashing the authentication information, encrypting the SNMP messages exchanged between the managed devices and the network management system which prevent eavesdropping. Also, it prevents any data tampering which protects the integrity of the data exchanged.

SNMP Trap Proxy

RADIUS

The UCM6300 offers Radius-based authentication for the super administrator and other administrators. This requires configuring a Radius server then enabling Radius client on the UCM6300 which can be found under System Settings → RADIUS

TR-069

To configure TR-069 on Grandstream devices, set the following parameters:

Parameter	Description
Enable TR-069	Toggle it on to enable TR-069. It is enabled by default
ACS URL	URL for TR-069 Auto Configuration Servers (ACS), e.g., http://myacs.grandstream.com
TR-069 Username	ACS username for TR-069 must be the same as in the ACS configuration.
TR-069 Password	ACS password for TR-069 must be the same as in the ACS configuration.
Periodic Inform Enable	Enables periodic inform. If set to Yes, the device will send inform packets to the ACS.
Periodic Inform Interval	A periodic time when UCM630X will send inform packets to TR-069 ACS server. This option is specified in seconds.
ACS Connection Request Username	The username for the ACS to connect to UCM.
ACS Connection Request Password	The password for the ACS to connect to UCM.
Connection Request Port	Port for incoming connection requests. The default value is 7547.
CPE Cert File	The Cert file for UCM to connect to the ACS via SSL.
CPE Cert Key	The Cert key for UCM to connect to the ACS via SSL.

PROVISIONING

Overview

Grandstream SIP Devices can be configured via Web interface as well as via configuration file through TFTP/HTTP/HTTPS download. All Grandstream SIP devices support a proprietary binary format configuration file and XML format configuration file. The UCM630X provides a Plug and Play mechanism to auto-provision the Grandstream SIP devices in a zero-configuration manner by generating an XML config file and having the phone download it within the LAN area. This allows users to finish the installation with ease and start using the SIP devices in a managed way.

To provision a phone, three steps are involved, i.e., discovery, configuration, and provisioning. This section explains how Zero Config works on the UCM630X. The settings for this feature can be accessed via Web GUI🡪Other Features🡪Zero Config.

Configuration Architecture for End Point Device

Starting from firmware version 1.0.7.10, the end point device configuration in ZeroConfig is divided into the following three layers with priority from the lowest to the highest:

• Global

This is the lowest layer. Users can configure the most basic options that could apply to all Grandstream SIP devices during provisioning via Zero config.

• Model

In this layer, users can define model-specific options for the configuration template.

• Device

This is the highest layer. Users can configure device-specific options for the configuration for the individual device here.

Each layer also has its own structure at different levels. Please see the figure below. The details for each layer are explained in sections [Global Configuration], [Model configuration] and [Device Configuration].

The configuration options in the model layer and device layer have all the option in global layers already, i.e., the options in the global layer is a subset of the options in the model layer and the device layer. If an option is set in all three layers with different values, the highest layer value will override the value in the lower layer. For example, if the user selects English for Language setting in Global Policy and Spanish for Language setting in Default Model Template, the language setting on the device to be provisioned will use Spanish as the model layer has higher priority than the global layer. To sum up, configurations in the higher layer will always override the configurations for the same options/fields in the lower layer when presented at the same time.

After understanding the zero-config configuration architecture, users could configure the available options for end point devices to be provisioned by the UCM630X by going through the three layers. This configuration architecture allows users to set up and manage the Grandstream end point devices in the same LAN area in a centralized way.

Auto-Provisioning Settings

By default, the Zero Config feature is enabled on the UCM630X for auto-provisioning. Three methods of auto-provisioning are used.

• SIP SUBSCRIBE

When the phone boots up, it sends out SUBSCRIBE to a multicast IP address in the LAN. The UCM630X discovers it and then sends a NOTIFY with the XML config file URL in the message body. The phone will then use the path to download the config file generated in the UCM630X and take the new configuration.

• DHCP OPTION 66

Route mode needs to be set to use this feature. When the phone restarts (by default DHCP Option 66 is turned on), it will send out a DHCP DISCOVER request. The UCM630X receives it and returns DHCP OFFER with the config server path URL in Option 66, for example, https://192.168.2.1:8089/zccgi/. The phone will then use the path to download the config file generated in the UCM630X.

• mDNS

When the phone boots up, it sends out an mDNS query to get the TFTP server address. The UCM630X will respond with its address. The phone will then send a TFTP request to download the XML config file from the UCM630X.

To start the auto-provisioning process, under Web GUI🡪Other Features🡪Zero Config🡪Zero Config Settings, fill in the auto provision information.

Enable Zero Config	Enable or disable the zero-config feature on the PBX. The default setting is enabled.
Enable Automatic Configuration Assignment	By default, this is disabled. If disabled, when the SIP device boots up, the UCM630X will not send the SIP device the URL to download the config file, and therefore the SIP device will not be automatically provisioned by the UCM630X. Note: When disabled, SIP devices can still be provisioned by manually sending NOTIFY from the UCM630X which will include the XML config file URL for the SIP device to download.
Auto Assign Extension	If enabled, when the device is discovered, the PBX will automatically assign an extension within the range defined in “Zero Config Extension Segment” to the device. The default setting is disabled.
Zero Config Extension Segment	Click on the link “Zero Config Extension Segment” to specify the extension range to be assigned if “Automatically Assign Extension” is enabled. The default range is 5000-6299. Zero Config Extension Segment range can be defined in Web GUI🡪PBX Settings🡪General Settings🡪General page🡪Extension Preference section: “Auto Provision Extensions”.
Enable Pick Extension	If enabled, the extension list will be sent out to the device after receiving the device’s request. This feature is for the GXP series phones that support selecting extensions to be provisioned via the phone’s LCD. The default setting is disabled.
Pick Extension Segment	Click on the link “Pick Extension Segment” to specify the extension list to be sent to the device. The default range is 4000 to 4999. Pick Extension Segment range can be defined in Web GUI 🡪 PBX Settings 🡪 General Settings 🡪 General page 🡪 Extension Preference section: “Pick Extensions”.
Pick Extension Period (hour)	Specify the number of minutes to allow the phones being provisioned to pick extensions.
Subnet Whitelist	This feature allows the UCM to provision devices in different subnets other than the UCM network. Enter subnets IP addresses to allow devices within these subnets to be provisioned. The syntax is <IP>/<CIDR>. Examples: 10.0.0.1/8 192.168.6.0/24 Note: Only private IP ranges (10.0.0.0 | 172.16.0.0 | 192.168.0.0) are supported.

Please make sure an extension is manually assigned to the phone or “Automatically Assign Extension” is enabled during provisioning. After the configuration on the UCM630X Web GUI, click on “Save” and “Apply Changes”. Once the phone boots up and picks up the config file from the UCM630X, it will take the configuration right away.

Discovery

Grandstream endpoints are automatically discovered after bootup. Users could also manually discover devices by specifying the IP address or scanning the entire LAN network. Three methods are supported to scan the devices.

• PING
• ARP
• SIP Message (NOTIFY)

Click on “Auto Discover” under Web GUI🡪Other Features🡪Zero Config🡪Zero Config, fill in the “Scan Method” and “Scan IP”. The IP address segment will be automatically filled in based on the network mask detected on the UCM630X. If users need to scan the entire network segment, enter 255 (for example, 192.168.40.255) instead of a specific IP address. Then click on “Save” to start discovering the devices within the same network. To successfully discover the devices, “Zero Config” needs to be enabled on the UCM630X Web GUI🡪Other Features🡪Zero Config🡪Auto Provisioning Settings.

The following figure shows a list of discovered phones. The MAC address, IP Address, Extension (if assigned), Version, Vendor, Model, Connection Status, Create Config, Options (Edit /Delete /Update /Reboot /Access Device Web GUI) are displayed in the list.

When the UCM is set to “Dual” network method, the user will be able to choose which LAN interface to use for Auto-Discovery.

Firmware

In Firmware tab, users can upload to and manage firmware for endpoints. Additionally, firmware upload size limit has been increased from 300MB to 1GB.

• Enable: toggles whether the UCM will provision this firmware to endpoints if they are using the UCM as the firmware server. If not enabled, the UCM will reject requests from endpoints for this firmware.
• Model: The device model for which this firmware is intended for. Only for self-reference and has no effect on provisioning.
• Firmware: The firmware version of the file being uploaded. Only for self-reference and has no effect on provisioning.
• Remark: Add a comment about the uploaded firmware. Only for self-reference and has no effect on provisioning.
• Choose File to Upload: Select the firmware file to upload from the user’s PC. The file name must match the firmware file name requested by the endpoint.

Uploading Devices List

Besides the built-in discovery method on the UCM, users could prepare a list of devices on a .CSV file and upload it by clicking on the button ”Import”, after which a success message prompt should be displayed.

Users need to make sure that the CSV file respects the format as shown on the following figure and that the entered information is correct (valid IP address, valid MAC address, device model, and an existing account), otherwise the UCM will reject the file and the operation will fail:

Managing Discovered Devices

• Sorting: Press or to sort per MAC Address, IP Address, Version, Vendor, Model or Create Config columns from lower to higher or higher to lower, respectively.
• Filter: Select a filter to display corresponding results.
• All: Display all discovered devices.
• Scan Results: Display only manually discovered devices. [Discovery]
• IP Address: Enter device IP and press the Search button.
• MAC Address: Enter device MAC and press the Search button.
• Model: Enter a model name and press the Search button. Example: GXP2130.
• Extension: Enter the extension number and press the Search button.

From the main menu of ZeroConfig, users can perform the following operations:

• Click to access the discovery menu as shown on the [Discovery] section.
• Click to add a new device to the ZeroConfig database using its MAC address.
• Click to delete selected devices from the zero-config database.
• Click to modify selected devices.
• Click to batch update a list of devices, the UCM on this case will send SIP NOTIFY message to all selected devices to update them at once.
• Click to reboot selected devices (the selected devices, should have been provisioned with extensions since the phone will authenticate the server which is trying to send it reboot command).
• Click to clear all devices configurations.
• Click to upload CSV file containing a list of devices.
• Click to export CSV file containing a list of devices. This file can be imported to another UCM to quickly set it up with the original UCM’s devices.
• Click to copy configuration from one device to another. This can be useful for easily replacing devices and note that this feature works only between devices of the same model.

All these operations will be detailed in the next sections.

Global Configuration

The global configuration will apply to all the connected Grandstream SIP end point devices in the same LAN with the UCM630X no matter what the Grandstream device model it is. It is divided into two levels:

• Global Policy
• Global Templates

Global Policy

Global Policy can be accessed in Web GUI🡪Other Features🡪Zero Config🡪Global Policy page. On the top of the configuration table, users can select a category in the “Options” dropdown list to quickly navigate to the category or they can also complete the configuration by importing/exporting. The categories are:

• Localization: configure display language, data, and time.
• Phone Settings: configure the dial plan, call features, NAT, call progress tones, etc.
• Contact List: configure LDAP and XML phonebook download.
• Maintenance: configure upgrading, web access, Telnet/SSH access, and Syslog.
• Network Settings: configure the IP address, QoS, and STUN settings.
• Customization: customize LCD screen wallpaper for the supported models.
• Communication Settings: configure Email and FTP settings

Select the checkbox on the left of the parameter you would like to configure to activate the dropdown list for this parameter.

The following tables list the Global Policy configuration parameters for the SIP end device.

Language settings
Language	Select the LCD display language on the SIP end device.
Date and Time
Date Format	Configure the date display format on the SIP end device’s LCD.
Time Format	Configure the time display in 12-hour or 24-hour format on the SIP end device’s LCD.
Enable NTP	To enable the NTP service.
NTP Server	Configure the URL or IP address of the NTP server. The SIP end device may obtain the date and time from the server.
NTP Update Interval	Configure the NTP update interval.
Time Zone	Configure the time zone used on the SIP end device.
Enable Daylight Saving Time	Select either to enable or disable the DST.

Default Call Settings
Dial Plan	Configure the default dial plan rule. For syntax and examples, please refer to the user manual of the SIP devices to be provisioned for more details.
Enable Call Features	When enabled, “Do Not Disturb”, “Call Forward” and other call features can be used via the local feature code on the phone. Otherwise, the ITSP feature code will be used.
Use # as Dial Key	If set to “Yes”, pressing the number key “#” will immediately dial out the input digits.
Auto Answer by Call-info	If set to “Yes”, the phone will automatically turn on the speaker phone to answer incoming calls after a short reminding beep, based on the SIP Call-Info header sent from the server/proxy. The default setting is enabled.
NAT Traversal	Configure if NAT traversal mechanism is activated.
User Random Port	If set to “Yes”, this parameter will force random generation of both the local SIP and RTP ports.
General Settings
Call Progress Tones	Configure call progress tones including ring tone, dial tone, second dial tone, message waiting tone, ring back tone, call waiting tone, busy tone, and reorder tone using the following syntax: f1=val, f2=val[, c=on1/ off1[- on2/ off2[- on3/ off3]]]; Frequencies are in Hz and cadence on and off are in 10ms). “on” is the period (in ms) of ringing while “off” is the period of silence. Up to three cadences are supported. Please refer to the user manual of the SIP devices to be provisioned for more details
HEADSET Key Mode	Select “Default Mode” or “Toggle Headset/Speaker” for the Headset key. Please refer to the user manual of the SIP devices to be provisioned for more details.

LDAP Phonebook
Source	Select “Manual” or “PBX” as the LDAP configuration source. If “Manual” is selected, the LDAP configuration below will be applied to the SIP end device. If “PBX” is selected, the LDAP configuration built-in from UCM630X Web GUI🡪System Settings🡪LDAP Server will be applied.
Address	Configure the IP address or DNS name of the LDAP server.
Port	Configure the LDAP server port. The default value is 389.
Base DN	This is the location in the directory where the search is requested to begin. Example: dc=grandstream, dc=com ou=Boston, dc=grandstream, dc=com
Username	Configure the bind “Username” for querying LDAP servers. The field can be left blank if the LDAP server allows anonymous binds.
Password	Configure the bind “Password” for querying LDAP servers. The field can be left blank if the LDAP server allows anonymous binds.
Number Filter	Configure the filter used for number lookups. Please refer to the user manual for more details.
Name Filter	Configure the filter used for name lookups. Please refer to the user manual for more details.
Version	Select the protocol version for the phone to send the bind requests. The default value is 3.
Name Attribute	Specify the “name” attributes of each record that are returned in the LDAP search result. Example: gn cn sn description
Number Attribute	Specify the “number” attributes of each record that are returned in the LDAP search result. Example: telephoneNumber telephoneNumber Mobile
Display Name	Configure the entry information to be shown on the phone’s LCD. Up to 3 fields can be displayed.  Example: %cn %sn %telephoneNumber
Max Hits	Specify the maximum number of results to be returned by the LDAP server. The valid range is 1 to 3000. The default value is 50.
Search Timeout	Specify the interval (in seconds) for the server to process the request and the client waits for the server to return. The valid range is 0 to 180. The default value is 30.
Sort Results	Specify whether the searching result is sorted or not. The default setting is No.
Incoming Calls	Configure to enable LDAP number searching when receiving calls. The default setting is No.
Outgoing Calls	Configure to enable LDAP number searching when making calls. The default setting is No.
Lookup Display Name	Configures the display name when LDAP looks up the name for an incoming call or outgoing call. It must be a subset of the LDAP Name Attributes.
XML Phonebook
Phonebook XML Server	Select the source of the phonebook XML server. Disable Disable phonebook XML downloading. Manual Once selected, users need to specify downloading protocol HTTP, HTTPS, or TFTP and the server path to download the phonebook XML file. The server path could be an IP address or URL, with up to 256 characters. Local UCM Server Once selected, click on the Server Path field to upload the phonebook XML file. Please note after uploading the phonebook XML file to the server, the original file name will be used as the directory name and the file will be renamed as phonebook.xml under that directory.
Phonebook Download Interval	Configure the phonebook download interval (in minutes). If set to 0, the automatic download will be disabled. The valid range is 5 to 720.
Remove manually edited entries on download	If set to “Yes”, when XML phonebook is downloaded, the entries added manually will be automatically removed.

Upgrade and Provision
Firmware Source	Firmware source via ZeroConfig provisioning could be a URL for external server address, local UCM directory, or USB media if plugged into the UCM630X. Select a source to get the firmware file: URL If selected to use URL to upgrade, complete the configuration for the following four parameters: “Upgrade Via”, “Server Path”, “File Prefix” and “File Postfix”. Local UCM Server Firmware can be uploaded to the UCM630X internal storage for firmware upgrade. If selected, click on the “Manage Storage” icon next to the “Directory” option, upload the firmware file, and select a directory for the end device to retrieve the firmware file. Local USB Media If selected, the USB storage device needs to be plugged into the UCM630X and the firmware file must be put under a folder named “ZC_firmware” in the USB storage root directory. Local SD Card Media If selected, an SD card needs to be plugged into the UCM630X and the firmware file must be put under a folder named “ZC_firmware” in the USB storage root directory.
Upgrade via	When URL is selected as firmware source, configure upgrade via TFTP, HTTP, or HTTPS.
Server Path	When URL is selected as firmware source, configure the firmware upgrading server path.
File Prefix	Configure the Config Server Path.
Config Server Path	When URL is selected as firmware source, configure the firmware file postfix. If configured, only the configuration file with the matching encrypted postfix will be downloaded and flashed into the phone.
Allow DHCP Option 43/66	If DHCP option 43 or 66 is enabled on the LAN side, the TFTP server can be redirected.
Automatic Upgrade	If enabled, the end point device will automatically upgrade if a new firmware is detected. Users can select automatic upgrading by day, by week, or by minute. By week Once selected, specify the day of the week to check the HTTP/TFTP server for firmware upgrades or configuration files changes. By day Once selected, specify the hour of the day to check the HTTP/TFTP server for firmware upgrades or configuration files changes. By minute Once selected, specify the interval X that the SIP end device will request for new firmware every X minutes.
Firmware Upgrade Rule	Specify how firmware upgrading and provisioning requests are to be sent.
Zero Config	Select either to enable or disable Zero Config.
Web Access
Admin Password	Configure the administrator password for admin-level login.
End-User Password	Configure the end-user password for the end-user level login.
Web Access Mode	Select HTTP or HTTPS as the web access protocol.
Web Server Port	Configure the port for web access. The valid range is 1 to 65535.
RTSP Port	Configure the RTSP Port.
Enable UPnP Discovery	Select either to enable or disable Enable UPnP Discovery
Login Settings	Configure the login settings.
User Login Timeout	Configure User Login Timeout.
Maximum Consecutive Failed Login Attempts	Configure Maximum Consecutive Failed Login Attempts.
Login Error Lock Time	Configure Login Error Lock Time.
Security
Disable Telnet/SSH	Enable Telnet/SSH access for the SIP end device. If the SIP end device supports Telnet access, this option controls the Telnet access of the device; if the SIP end device supports SSH access, this option controls the SSH access of the device.
Syslog
Syslog Server	Configure the URL/IP address for the Syslog server.
Syslog Level	Select the level of logging for Syslog.
Send SIP Log	Configure whether the SIP log will be included in the Syslog message.

Basic Settings
IP Address	Configure how the SIP end device shall obtain the IP address. DHCP or PPPoE can be selected. DHCP Once selected, users can specify the Host Name (option 12) of the SIP end device as DHCP client, and Vendor Class ID (option 60) used by the client and server to exchange vendor class ID information. PPPoE Once selected, users need to specify the Account ID, Password, and Service Name for PPPoE.
Host Name	Specify the name of the client. This field is optional but may be required by Internet Service Providers.
Vendor Class ID	Used by clients and servers to exchange vendor class ID.
Account ID	Enter the PPPoE account ID.
Password	Enter the PPPoE Password.
Service Name	Enter the PPPoE Service Name.
Advanced Setting
Layer 3 QoS	Define the Layer 3 QoS parameter. This value is used for IP Precedence, Diff-Serv, or MPLS. The valid range is 0-63.
Layer 3 QoS For RTP	Assign the priority value of the Layer 3 QoS for RTP packets. The valid range is 0 -63.
Layer 3 QoS For SIP	Assign the priority value of the Layer 3 QoS for SIP packets. The valid range is 0 -63.
Layer 2 QoS Tag	Assign the VLAN Tag of the Layer 2 QoS packets. The valid range is 0 -4095.
Layer 2 QoS Priority Value	Assign the priority value of the Layer 2 QoS packets. The valid range is 0-7.
STUN Server	Configure the IP address or Domain name of the STUN server. Only non-symmetric NAT routers work with STUN.
Keep-Alive	Select either to enable or disable Keep Alive.
Keep Alive Interval	Specify how often the phone will send a blank UDP packet to the SIP server to keep the “ping hole” on the NAT router open. The valid range is 10-160.
Register Expiration	Specify the Register Expiration.
Local SIP Port	Configure Local SIP Port.
Local RTP Port	Configure Local RTP Port.
Auto On-Hook Timer(s)	Configure Auto On-Hook Timer(s).
Ring Timeout	Configure Ring Timeout.
SIP Transport	Select either UDP, TCP, or TLS/TCP as SIP transport protocol.
Direct IP Call	Select either to disable or enable Direct IP Call support.
SIP Proxy Compatibility Mode	Select either to disable or enable SIP Proxy Compatibility Mode.
Unregister On Reboot	Select either to disable or enable Unregister On Reboot.
Whitelist
Whitelist	Select either to enable or disable Whitelist
SIP Phone Number Whitelist	Configure the SIP Phone Number Whitelist.

Wallpaper
Screen Resolution 1024 x 600	Check this option if the SIP end device shall use 1024 x 600 resolution for the LCD screen wallpaper. Source Configure the location where wallpapers are stored. File If “URL” is selected as the source, specify the URL of the wallpaper file. If “Local UCM Server” is selected as the source, click to upload wallpaper file to the UCM630X.
Screen Resolution 800 x 400	Check this option if the SIP end device shall use 800 x 400 resolution for the LCD screen wallpaper. Source Configure the location where wallpapers are stored. File If “URL” is selected as the source, specify the URL of the wallpaper file. If “Local UCM Server” is selected as the source, click to upload wallpaper file to the UCM630X.
Screen Resolution 480 x 272	Check this option if the SIP end device shall use 480 x 272 resolution for the LCD screen wallpaper. Source Configure the location where wallpapers are stored. File If “URL” is selected as the source, specify the URL of the wallpaper file. If “Local UCM Server” is selected as the source, click to upload wallpaper file to the UCM630X.
Screen Resolution 320 x 240	Check this option if the SIP end device supports 320 x 240 resolution for the LCD screen wallpaper. Source Configure the location where wallpapers are stored. File If “URL” is selected as the source, specify the URL of the wallpaper file. If “Local UCM Server” is selected as the source, click to upload wallpaper file to the UCM630X.

Table 35: Global Policy Parameters – Communication Settings

Email Settings
SMTP Settings	Check this option to configure the email settings that will be sent to the provisioned phones: Server The IP address of the SMTP server Port SMTP server port From E-Mail address Email address Sender Username Username of the sender Password Recovery Email Email where the recovered password will be sent Alarm receive Email 1 Email address where alarms notifications will be sent Alarm receive Email 1 Email address where alarms notifications will be sent Enable SSL Enable SSL protocol for SMTP
FTP
FTP	Check this option to configure the FTP settings that will be sent to the provisioned phones: Storage Server Type Either FTP or Central Storage Server FTP server address Port FTP port to be used Username FTP username Path FTP Directory path

Global Templates

Global Templates can be accessed in Web GUI🡪Other Features🡪Zero Config🡪Global Templates. Users can create multiple global templates with different sets of configurations and save the templates, or click on the “Import/Export” button to add multiple global templates. Later on, when the user configures the device in the Edit Device dialog🡪Advanced Settings, the user can select to use one of the global templates for the device. Please refer to section [Manage Devices] for more details on using the global templates.

When creating a global template, users can select the categories and the parameters under each category to be used in the template. The global policy and the selected global template will both take effect when generating the config file. However, the selected global template has higher priority to the global policy when it comes to the same setting option/field. If the same option/field has a different value configured in the global policy and the selected global template, the value for this option/field in the selected global template will override the value in global policy.

Click on “Add” to add a global template. Users will see the following configurations.

Template Name	Create a name to identify this global template.
Description	Describe the global template. This is optional.
Active	Check this option to enable the global template.

• Click on to edit the global template.

The window for editing the global template is shown in the following figure. In the “Options” field, after entering the option name keyword, the options containing the keyword will be listed. Users could then select the options to be modified under the global template.

The added options will show in the list. Users can then enter or select the value for each option to be used in the global template. On the left side of each added option, users can click to delete this option from the template. On the right side of each option, users can click on to reset the option value to the default value.

Click on “Save” to save this global template.

• The created global templates will show in the Web GUI🡪Other Features🡪Zero Config🡪Global Templates page. Users can click on to delete the global template or delete multiple selected templates at once.
• Click on “Toggle Selected Template(s)” to toggle the status between enabled/disabled for the selected templates.

Model configuration

Model templates

Model layer configuration allows users to apply model-specific configurations to different devices. Users could create/edit/delete a model template by accessing Web GUI, page Other Features🡪Zero Config🡪Model Templates. If multiple model templates are created and enabled, when the user configures the device in the Edit Device dialog🡪Advanced Settings, the user can select to use one of the model templates for the device. Please refer to section [Manage Devices] for more details on using the model template.

For each created model template, users can assign it as the default model template. If assigned as the default model template, the values in this model template will be applied to all the devices of this model. There is always only one default model template that can be assigned at one time on the UCM630X.

The selected model template and the default model template will both take effect when generating the config file for the device. However, the model template has a higher priority than the default model template when it comes to the same setting option/field. If the same option/field has different value configured in the default model template and the selected model template, the value for this option/field in the selected model template will override the value in default model template.

• Click on “Add” to add a model template.

Model	Select a model to apply this template. The supported Grandstream models are listed in the dropdown list for selection.
Template Name	Create a name for the model template.
Description	Enter a description for the model template. This is optional.
Default Model Template	Select to assign this model template as the default model template. The value of the option in the default model template will be overridden if another selected model template has a different value for the same option.
Active	Check this option to enable the model template.

• Click on to edit the model template.

The editing window for a model template is shown in the following figure. In the “Options” field, enter the option name key word, the option that contains the keyword will be listed. The user could then select the option to be modified under the model template.

Once added, the option will be shown in the list below. On the left side of each option, users can click on to remove this option from the model template. On the right side of each option, users can click on to reset the option to the default value.

The user could also click on “Add New Field” to add a P-value number and the value to the configuration. The following figure shows setting P-value “P1362” to “en”, which means the display language on the LCD is set to English. For P-value information of different models, please refer to the configuration template here http://www.grandstream.com/support/tools

• Click on Save when done. The model template will be displayed on Web GUI🡪Other Features🡪Zero Config🡪Model Templates page.
• Click on to delete the model template or click on “Delete Selected Templates” to delete multiple selected templates at once.
• Click on “Toggle Selected Template(s)” to toggle the status between enabled/disabled for the selected model templates.
• Click on the “Import/Export” button to upload/export the model template list in .CSV format.

To make it easier for the administrator to search through the templates, a filter button has been added the user interface. Please see the screenshot below:

Model Update

UCM630X Zero Config feature supports provisioning all models of Grandstream SIP end devices including OEM device models.

OEM Models

Users can associate OEM device models with their original Grandstream-branded models, allowing these OEM devices to be provisioned appropriately.

• Click on button.
• In the Source Model field, select the Grandstream device that the OEM model is based on from the dropdown list.
• For the Destination Model and Destination Vendor field, enter the custom OEM model name and vendor name.
• The newly added OEM model should now be selectable as an option in Model fields.

To make it easier for the users to search for the model templates to download or update, a filter button has been added to the user interface.

Model Template Package List

Templates for most of the Grandstream models are built-in with the UCM630X already. Templates for Wave and Grandstream surveillance products require users to download and install under Web GUI🡪Other Features🡪Zero Config🡪Model Update first before they are available in the UCM630X for selection. After downloading and installing the model template to the UCM630X, it will show in the dropdown list for “Model” selection when editing the model template.

• Click on to download the template.
• Click on to upgrade the model template. Users will see this icon available if the device model has a template updated in the UCM630X.

Upload Model Template Package

In case the UCM630X is placed in the private network and Internet access is restricted, users will not be able to get packages by downloading and installing from the remote server. Model template packages can be manually uploaded from a local device through Web GUI. Please contact Grandstream customer support if the model package is needed for manual uploading.

Device Configuration

On Web GUI, page Other Features🡪Zero Config🡪Zero Config, users could create a new device, delete existing device(s), make special configuration for a single device, or send NOTIFY to an existing device(s).

Create New Device

Besides configuring the device after the device is discovered, users could also directly create a new device and configure basic settings before the device is discovered by the UCM630X. Once the device is plugged in, it can then be discovered and provisioned. This gives the system administrator adequate time to set up each device beforehand.

Click on “Add” and the following dialog will show. Follow the steps below to create the configurations for the new device.

1. Firstly, select a model for the device to be created and enter its MAC address, IP address, and firmware version (optional) in the corresponding field.
2. Basic settings will show a list of settings based on the model selected in step 1. Users could assign extensions to accounts, assign functions to Line Keys and Multiple-Purposed Keys if supported on the selected model.
3. Click on “save” to save the configuration for this device.

Manage Devices

The device manually created or discovered from Auto Discover will be listed in the Web GUI🡪Other Features🡪Zero Config🡪Zero Config page. Users can see the devices with their MAC address, IP address, vendor, model, etc.

• Click on to access the Web GUI of the phone.
• Click on to edit the device configuration.

A new dialog will be displayed for the users to configure “Basic” settings and “Advanced” settings. “Basic” settings have the same configurations as displayed when manually creating a new device, i.e., account, line key, and MPK settings; “Advanced” settings allow users to configure more details in a five-level structure.

A preview of the “Advanced” settings is shown in the above figure. There are five levels configurations as described in (1) (2) (3) (4) (5) below, with priority from the lowest to the highest. The configurations in all levels will take effect for the device. If the same options are existing in different level configurations with different values configured, the higher-level configuration will override the lower-level configuration.

1. Global Policy

This is the lowest level configuration. The global policy configured in Web GUI🡪Other Features🡪Zero Config🡪Global Policy will be applied here. Clicking on “Modify Global Policy” to redirect to page Other Features🡪Zero Config🡪Global Policy.

2. Global Templates

Select a global template to be used for the device and click on to add. Multiple global templates can be selected, and users can arrange the priority by adjusting orders via and . All the selected global templates will take effect. If the same option exists on multiple selected global templates, the value in the template with higher priority will override the one in the template with lower priority. Click on to remove the global template from the selected list.

3. Default Model Template

Default Model Template will be applied to the devices of this model. Default model template can be configured in the model template under Web GUI🡪Other Features🡪Zero Config🡪Model Templates page. Please see the default model template option in [Table 37: Create New Model Template].

4. Model Templates

Select a model template to be used for the device and click on to add. Multiple model templates can be selected, and users can arrange the priority by adjusting orders via and . All the selected model templates will take effect. If the same option exists on multiple selected model templates, the value in the template with higher priority will override the one in the template with lower priority. Click on to remove the model template from the selected list.

5. Customize Device Settings

This is the highest-level configuration for the device. Click on “Modify Customize Device Settings” and the following dialog will show.

Scroll down in the dialog to view and edit the device-specific options. If the users would like to add more options that are not in the pre-defined list, click on “Add New Field” to add a P-value number and the value to the configuration. The above figure shows setting P-value “P1362” to “en”, which means the display language on the LCD is set to English. The warning information on the right tells that the option matching the P-value number exists and clicking on it will lead to the matching option. For P-value information of different models, please refer to the configuration template here http://www.grandstream.com/sites/default/files/Resources/config-template.zip.

• Select multiple devices that need to be modified and then click on ”Update Config” to batch modify devices.

If selected devices are of the same model, the configuration dialog is like the following figure. Configurations in five levels are all available for users to modify.

If selected devices are of different models, the configuration dialog is like the following figure. Click on to view more devices of other models. Users are only allowed to make modifications to the Global Templates and Global Policy level.

After the above configurations, save the changes and go back to Web GUI🡪Other Features🡪Zero Config🡪Zero Config page. Users could then click on to send NOTIFY to the SIP end point device and trigger the provisioning process. The device will start downloading the generated configuration file from the URL contained in the NOTIFY message.

On this web page, users can also click on “Reset All Extensions” to reset the extensions of all the devices.

Sample Application

Assuming in a small business office where there are 8 GXP2140 phones used by customer support and 1 GXV3275 phone used by customer support supervisor. 3 of the 8 customer support members speak Spanish and the rest speak English. We could deploy the following configurations to provision the office phones for the customer support team.

1. Go to Web GUI🡪Other Features🡪Zero Config🡪Zero Config Settings, select “Enable Zero Config”.
2. Go to Web GUI🡪Other Features🡪Zero Config🡪Global Policy, configure Date Format, Time Format, and Firmware Source as follows.

3. Go to Web GUI🡪Other Features🡪Zero Config🡪Model Templates, create a new model template “English Support Template” for GXP2170. Add option “Language” and set it to “English”. Then select the option “Default Model Template” to make it the default model template.
4. Go to Web GUI🡪Other Features🡪Zero Config🡪Model Templates, create another model template “Spanish Support Template” for GXP2170. Add option “Language” and set it to “Español”.
5. After 9 devices are powered up and connected to the LAN network, use the “Auto Discover” function or “Create New Device” function to add the devices to the device list on Web GUI🡪Other Features🡪Zero Config🡪Zero Config.
6. On Web GUI🡪Other Features🡪Zero Config🡪Zero Config page, users could identify the devices by their MAC addresses or IP addresses displayed on the list. Click on to edit the device settings.
7. For each of the 5 phones used by English-speaking customer support, in “Basic settings” select an available extension for account 1 and click on “Save”. Then click on the “Advanced settings” tab to bring up the following dialog. Users will see the English support template is applied since this is the default model template. A preview of the device settings will be listed on the right side.

8. For the 3 phones used by Spanish support, in “Basic settings” select an available extension for account 1 and click on “Save”. Then click on the “Advanced settings” tab to bring up the following dialog.
   

Select “Spanish Support Template” in “Model Template”. The preview of the device settings is displayed on the right side and we can see the language is set to “Español” since Model Template has the higher priority for the option “Language”, which overrides the value configured in the default model template.

9. For the GXV3275 used by the customer support supervisor, select an available extension for account 1 on “Basic settings” and click on “Save”. Users can see the preview of the device configuration in “Advanced settings”. There is no model template configured for GXV3275.

10. Click on “Apply Changes” to apply saved changes.
11. On the Web GUI🡪Other Features🡪Zero Config🡪Zero Config page, click on to send NOTIFY to trigger the device to download the config file from UCM630X.

Now all the 9 phones in the network will be provisioned with a unique extension registered on the UCM630X. 3 of the phones will be provisioned to display Spanish on LCD and the other 5 will be provisioned to display English on LCD. The GXV3275 used by the supervisor will be provisioned to use the default language on the LCD display since it is not specified in the global policy.

EXTENSIONS

Create New User

Create New SIP Extension

To manually create a new SIP user, go to Web GUI🡪Extension/Trunk🡪Extensions. Click on “Add” and a new window will show for users to fill in the extension information.

Extension options are divided into five categories:

• Basic Settings
• Media
• Features
• Specific Time
• Wave
• Follow me

Select first which type of extension: SIP Extension, IAX Extension, or FXS Extension. The configuration parameters are as follows.

SIP Extension Configuration Parameters🡪Basic Settings

SIP Extension Configuration Parameters🡪Media

SIP Extension Configuration Parameters🡪Features

Specific Time
Time Condition	Click to add Time Condition to configure a specific time for this extension.

SIP Extension Configuration Parameters🡪Wave

Create New IAX Extension

The UCM630X supports Inter-Asterisk eXchange (IAX) protocol. IAX is used for transporting VoIP telephony sessions between servers and terminal devices. IAX is like SIP but also has its own characteristic. For more information, please refer to RFC 5465.

To manually create a new IAX user, go to Web GUI🡪Extension/Trunk🡪Extensions. Click on “Add” and a new dialog window will show for users which need to make sure first to select the extension type to be IAX Extension before proceeding to fill in the extension information. The configuration parameters are as follows.

Table 46: IAX Extension Configuration Parameters🡪Specific Time

Create New FXS Extension

The UCM630X supports Foreign eXchange Subscriber (FXS) interface. FXS is used when a user needs to connect analog phone lines or FAX machines to the UCM630X.

To manually create a new FXS user, go to Web GUI🡪Extension/Trunk🡪Extensions. Click on “Add” and a new dialog window will show for users which need to make sure first to select the extension type to be FXS Extension before proceeding to fill in the extension information. The configuration parameters are as follows.

Batch Add Extensions

Batch Add SIP Extensions

To add multiple SIP extensions, BATCH add can be used to create standardized SIP extension accounts. However, a unique extension username cannot be set using BATCH add.

Under Web GUI🡪Extension/Trunk🡪Extensions, click on “Add” and select extension type as a SIP extension, and “Select Add Method” as Batch.

General
Create Number	Specify the number of extensions to be added. The default setting is 5.
Extension Incrementation	Select how much to increment successive extensions. For example, if the value is 2, the extensions will be 1000,1002,1004, …… Note: Up to 3 characters.
Extension	Configure the starting extension number of the batch of extensions to be added.
Permission	Assign permission level to the user. The available permissions are “Internal”, “Local”, “National” and “International” from the lowest level to the highest level. The default setting is “Internal”. Note: Users need to have the same level as or higher level than an outbound rule’s privilege to make outbound calls from this rule.
Voicemail	Configure Voicemail. There are three valid options, and the default option is “Enable Local Voicemail”. Disable Voicemail: Disable Voicemail. Enable Local Voicemail: Enable voicemail for the user. Enable Remote Voicemail: Forward the notify message from the remote voicemail system for the user, and the local voicemail will be disabled. Note: Remote voicemail feature is used only for Infomatec (Brazil).
SIP/IAX Password	Configure the SIP/IAX password for the users. Three options are available to create a password for the batch of extensions. User Random Password. A random secure password will be automatically generated. It is recommended to use this password for security purposes. Use Extension as Password. Enter a password to be used on all the extensions in the batch.
Voicemail Password	Configure Voicemail password (digits only) for the users. User Random Password. A random password in digits will be automatically generated. It is recommended to use this password for security purposes. Use Extension as Password. Enter a password to be used on all the extensions in the batch.
Send Voicemail to Email	Send voicemail messages to the configured email address. If set to “Default”, the global setting will be used. Global settings can be found in Voicemail->Voicemail Email Settings.
Keep Voicemail after Emailing	Only applies if extension-level or global Send Voicemail to Email is enabled.
CallerID Number	Configure CallerID Number when adding Batch Extensions. Use Extension as Number Users can choose to use the extension number as CallerID Use as Number Users can choose to set a specific number instead of using the extension number.
Skip Voicemail Password Verification	When a user dials voicemail code, the password verification IVR is skipped. If enabled, this would allow one-button voicemail access. By default, this option is disabled.
Enable Keep-alive	If enabled, the PBX will regularly send SIP OPTIONS to check if the host device is online.
Keep-alive Frequency	Configure the keep-alive interval (in seconds) to check if the host is up.
Disable This Extension	Check this box to disable this extension.
Enable SCA	If enabled, (1) Call Forward, Call Waiting, and Do Not Disturb settings will not work, (2) Concurrent Registrations can be set only to 1, and (3) Private numbers can be added in Call Features🡪SCA page.
Emergency Calls CID	CallerID number that will be used when calling out and receiving direct callbacks.
Enable Wave	If enabled, the extension can be registered to and accessed via Wave. If disabled, Wave cannot be used, but regular registration and calling functionality will still work.
Sync Contact	If enabled, this extension number will be displayed in the Wave contact, otherwise, it will not be displayed, and it cannot be found in the chat, but the user can still dial this number.
Language	Select voice prompt language for this extension. If set to “Default”, the global setting for voice prompt language will be used.
Media
NAT	Use NAT when the PBX is on a public IP communicating with devices hidden behind NAT (e.g., broadband router). If there is a one-way audio issue, usually it is related to NAT configuration or the Firewall’s support of SIP and RTP ports. The default setting is enabled.
Enable Direct Media	By default, the PBX will route the media steams from SIP endpoints through itself. If enabled, the PBX will attempt to negotiate with the endpoints to route the media stream directly. It is not always possible for the PBX to negotiate endpoint-to-endpoint media routing. The default setting is “No”.
DTMF Mode	Select DTMF mode for the user to send DTMF. The default setting is “RFC4733”. If “Info” is selected, the SIP INFO message will be used. If “Inband” is selected, a-law or u-law are required. When “Auto” is selected, RFC4733 will be used if offered, otherwise “Inband” will be used.
Alert-info	When present in an INVITE request, the Alert-info header field specifies an alternative ring tone to the UAS.
SRTP	Enable/disable SRTP for RTP stream encryption.
Packet Loss Retransmission	Configure to enable Packet Loss Retransmission. NACK NACK+RTX(SSRC-GROUP) OFF
Video FEC	Check to enable Forward Error Correction (FEC) for Video.
FECC	Configure to enable FECC
Audio FEC	Check to enable Forward Error Correction (FEC) for Audio.
ACL Policy	Access Control List manages the IP addresses that can register to this extension. Allow All: Any IP address can register to this extension. Local Network: Only IP addresses in the configured network segments can register to this extension. Press “Add Local Network Address” to add more IP segments.
Jitter Buffer	Select the jitter buffer method. Disable: Jitter buffer will not be used. Fixed: Jitter buffer with a fixed size (equal to the value of “jitter buffer size”) Adaptive: Jitter buffer with an adaptive size (no more than the value of “max jitter buffer”). NetEQ: Dynamic jitter buffer via NetEQ.
Codec Preference	Configure the codecs to be used.
Call Transfer
Presence Status	Select which presence status to set for the extension and configure call forward conditions for each status. Six possible options are possible: “Available”, “Away”, “Chat”, “Custom”, “DND” and “Unavailable”. More details at [PRESENCE].
Call Forward Unconditional	Enable and configure the Call Forward Unconditional target number. Available options for target number are: “None”: Call forward deactivated. “Extension”: Select an extension from the dropdown list as CFU target. “Custom Number”: Enter a customer number as a target. For example: *97. “Voicemail”: Select an extension from the dropdown list. Incoming calls will be forwarded to the voicemail of the selected extension. “Ring Group”: Select a ring group from the dropdown list as CFU target. “Queues”: Select a queue from the dropdown list as CFU target. “Voicemail Group”: Select a voicemail group from the dropdown list as CFU target. The default setting is “None”.
CFU Time Condition	Select time condition for Call Forward Unconditional. CFU takes effect only during the selected time condition. The available time conditions are “Office Time”, “Out of Office Time”, “Holiday”, “Out of Holiday”, “Out of Office Time or Holiday”, and “Specific”. Note: “Specific” has higher priority to “Office Times” if there is a conflict in terms of time period. Specific time can be configured on the bottom of the extension configuration dialog. Scroll down the add Time Condition for a specific time. Office Time and Holiday could be configured on page System Settings🡪Time Settings🡪Office Time/Holiday page.
Call Forward No Answer	Configure the Call Forward No Answer target number. Available options for target number are: “None”: Call forward deactivated. “Extension”: Select an extension from the dropdown list as CFN target. “Custom Number”: Enter a customer number as a target. For example: *97. “Voicemail”: Select an extension from the dropdown list. Incoming calls will be forwarded to the voicemail of the selected extension. “Ring Group”: Select a ring group from the dropdown list as CFN target. “Queues”: Select a queue from the dropdown list as CFN target. “Voicemail Group”: Select a voicemail group from the dropdown list as CFN target. The default setting is “None”.
CFN Time Condition	Select time condition for Call Forward No Answer. The available time conditions are “Office Time”, “Out of Office Time”, “Holiday”, “Out of Holiday”, “Out of Office Time or Holiday”, and “Specific”. Notes: “Specific” has higher priority to “Office Times” if there is a conflict in terms of time period. Specific time can be configured on the bottom of the extension configuration dialog. Scroll down the add Time Condition for a specific time. Office Time and Holiday could be configured on page System Settings🡪Time Settings🡪Office Time/Holiday page.
Call Forward Busy	Configure the Call Forward Busy target number. Available options for target number are: “None”: Call forward deactivated. “Extension”: Select an extension from the dropdown list as CFB target. “Custom Number”: Enter a customer number as a target. For example: *97. “Voicemail”: Select an extension from the dropdown list. Incoming calls will be forwarded to the voicemail of the selected extension. “Ring Group”: Select a ring group from the dropdown list as CFB target. “Queues”: Select a queue from the dropdown list as CFB target. “Voicemail Group”: Select a voicemail group from the dropdown list as CFB target. The default setting is “None”.
CFB Time Condition	Select time condition for Call Forward Busy. The available time conditions are “Office Time”, “Out of Office Time”, “Holiday”, “Out of Holiday”, “Out of Office Time or Holiday”, and “Specific”. Notes: “Specific” has higher priority to “Office Times” if there is a conflict in terms of time period. Specific time can be configured on the bottom of the extension configuration dialog. Scroll down the add Time Condition for a specific time. Office Time and Holiday could be configured on page System Settings🡪Time Settings🡪Office Time/Holiday page.
Do Not Disturb	If Do Not Disturb is enabled, all incoming calls will be dropped. All call forward settings will be ignored.
DND Time Condition	Select time condition for Do Not Disturb. The available time conditions are “Office Time”, “Out of Office Time”, “Holiday”, “Out of Holiday”, “Out of Office Time or Holiday”, and “Specific”. Notes: “Specific” has higher priority to “Office Times” if there is a conflict in terms of time period. Specific time can be configured on the bottom of the extension configuration dialog. Scroll down the add Time Condition for a specific time. Office Time and Holiday could be configured on page System Settings🡪Time Settings🡪Office Time/Holiday page.
DND Whitelist	If DND is enabled, calls from the whitelisted numbers will not be rejected. Multiple numbers are supported and must be separated by new lines. Pattern matching is supported. Z matches any digit from 1-9 N matches any digit from 2-9 X matches any digit from 0-9.
FWD Whitelist	Calls from users in the forward whitelist will not be forwarded. Pattern matching is supported. Z matches any digit from 1-9 N matches any digit from 2-9 X matches any digit from 0-9.
CC Settings
Enable CC	If enabled, UCM630X will automatically alert this extension when a called party is available, given that a previous call to that party failed for some reason. By default, it is disabled.
CC Mode	Two modes for Call Completion are supported: Normal: This extension is used as an ordinary extension. For Trunk: This extension is registered from a PBX. The default setting is “Normal”.
CC Max Agents	Configure the maximum number of CCSS agents which may be allocated for this channel. In other words, this number serves as the maximum number of CC requests this channel can make. The minimum value is 1.
CC Max Monitors	Configure the maximum number of monitor structures that may be created for this device. In other words, this number tells how many callers may request CC services for a specific device at one time. The minimum value is 1.
Ring Simultaneously
Ring Simultaneously	Enable this option to have an external number ring simultaneously along with the extension. If a register trunk is used for outbound, the register number will be used to be displayed for the external number as the caller ID number.
External Number	Set the external number to ring simultaneously. ‘-’ is the connection character that will be ignored. This field accepts only letters, numbers, and special characters + = * #.
Time Condition for Ring Simultaneously	Ring the external number simultaneously along with the extension based on this time condition.
Use callee DOD on FWD or RS	Use the DOD number when calls are being diverted/forwarded to external destinations or when ring simultaneous is configured.
Monitor privilege control
Allowed to call-barging	Add members from “Available Extensions” to “Selected Extensions” so that the selected extensions can spy on the used extension using feature code.
Seamless transfer privilege control
Allowed to seamless transfer	Any extensions on the UCM can perform a seamless transfer. When using the Pickup Incall feature, only extensions available on the “Selected Extensions” list can perform a seamless transfer to the edited extension.
Other Settings
Ring Timeout	Configure the number of seconds to ring the user before the call is forwarded to voicemail (voicemail is enabled) or hang up (voicemail is disabled). If not specified, the default ring timeout is 60 seconds on the UCM630X, which can be configured in the global ring timeout setting under Web GUI 🡪 PBX Settings 🡪 Voice Prompt 🡪 Custom Prompt: General Preference. The valid range is between 3 seconds and 600 seconds. Note: If the endpoint also has a ring timeout configured, the actual ring timeout used is the shortest time set by either device.
Auto Record	Enable automatic recording for the calls using this extension. The default setting is disabled. The recordings can be accessed under Web GUI🡪CDR🡪Recording Files.
Skip Trunk Auth	If set to “yes”, users can skip entering the password when making outbound calls. If set to “By Time”, users can skip entering the password when making outbound calls during the selected time condition. If set to “No”, users will be asked to enter the password when making outbound calls.
Time Condition for Skip Trunk Auth	If ‘Skip Trunk Auth’ is set to ‘By Time’, select a time condition during which users can skip entering a password when making outbound calls.
Dial Trunk Password	Configure personal password when making outbound calls via the trunk.
Enable LDAP	If enabled, the extension will be added to the LDAP Phonebook PBX list.
Bind PMS Room	If enabled, the system will create a room whose room number, by default, will equal the extension number in the PMS module. Note: If this room already exists, the configuration of the existing room will be overwritten.
Music On Hold	Specify which Music On Hold class to suggest to the bridged channel when putting them on hold.
Call Duration Limit	The maximum duration of call-blocking.
Maximum Call Duration	The maximum call duration (in seconds). The default value 0 means no limit.
Call Waiting	If disabled, UCM will not invite the extension when it is already in a call and will do the same work as the user is busy. Note: the option only works when the caller dials the extension directly.

Batch Add IAX Extensions

Under Web GUI🡪Extension/Trunk🡪Extensions, click on “Add”, then select extension type as IAX Extension and the add method to be Batch.

General
Create Number	Specify the number of extensions to be added. The default setting is 5.
Extension Incrementation	Select how much to increment successive extensions. For example, if the value is 2, the extensions will be 1000,1002,1004, ……
Extension	The extension number associated with this particular user/phone.
Permission	Assign permission level to the user. The available permissions are “Internal”, “Local”, “National” and “International” from the lowest level to the highest level. The default setting is “Internal”. Note: Users need to have the same level as or higher level than an outbound rule’s privilege to make outbound calls from this rule.
CallerID Number	Configure the Caller ID number displayed when dialing calls from this user. Note: The Caller ID usage might be limited by your VoIP provider. In Batch Add Method, “e” means to use the extension as the number.
Voicemail	Configure Voicemail. There are three valid options and the default option is “Enable Local Voicemail”. Disable Voicemail: Disable Voicemail. Enable Local Voicemail: Enable voicemail for the user.
SIP/IAX Password	Configure the SIP/IAX password for the users. Three options are available to create a password for the batch of extensions. User Random Password. A random secure password will be automatically generated. It is recommended to use this password for security purposes. Use Extension as Password. Enter a password to be used on all the extensions in the batch.
Voicemail Password	Configure Voicemail password (digits only) for the users. User Random Password. A random password in digits will be automatically generated. It is recommended to use this password for security purposes. Use Extension as Password. Enter a password to be used on all the extensions in the batch.
Send Voicemail to Email	Send voicemail messages to the configured email address. If set to “Default”, the global setting will be used. Global settings can be found in Voicemail 🡪 Voicemail Email Settings.
Keep Voicemail after Emailing	Only applies if extension-level or global Send Voicemail to Email is enabled.
Auto Record	Enable automatic recording for the calls using this extension. The default setting is disabled. The recording files can be accessed under Web GUI🡪CDR🡪Recording Files.
Skip Voicemail Password Verification	When a user dials voicemail code, the password verification IVR is skipped. If enabled, this would allow one-button voicemail access. By default, this option is disabled.
Disable This Extension	Check this box to disable this extension.
Language	Select voice prompt language for this extension. If set to “Default”, the global setting for voice prompt language will be used.
IAX Settings
Max Number of Calls	Configure the maximum number of calls allowed for each remote IP address.
Require Call Token	Configure to enable/disable requiring call token. If set to “Auto”, it might lock out users who depend on backward compatibility when peer authentication credentials are shared between physical endpoints. The default setting is “Yes”.
SRTP	Enable/disable SRTP for RTP stream encryption.
ACL Policy	Access Control List manages the IP addresses that can register to this extension. Allow All: Any IP address can register to this extension. Local Network: Only IP addresses in the configured network segments can register to this extension.
Codec Preference	Configure the codecs to be used.
Call Transfer
Call Forward Unconditional	Enable and configure the Call Forward Unconditional target number.
CFU Time Condition	Select time condition for Call Forward Unconditional. CFU takes effect only during the selected time condition. The available time conditions are “Office Time”, “Out of Office Time”, “Holiday”, “Out of Holiday”, “Out of Office Time or Holiday”, and “Specific”. Note: “Specific” has higher priority to “Office Times” if there is a conflict in terms of time period. Specific time can be configured on the bottom of the extension configuration dialog. Scroll down the add Time Condition for a specific time. Office Time and Holiday could be configured on page System Settings🡪Time Settings🡪Office Time/Holiday page.
Call Forward No Answer	Configure the Call Forward No Answer target number.
CFN Time Condition	Select time condition for Call Forward No Answer. The available time conditions are “Office Time”, “Out of Office Time”, “Holiday”, “Out of Holiday”, “Out of Office Time or Holiday”, and “Specific”. Notes: “Specific” has higher priority to “Office Times” if there is a conflict in terms of time period. Specific time can be configured on the bottom of the extension configuration dialog. Scroll down the add Time Condition for a specific time. Office Time and Holiday could be configured on page System Settings🡪Time Settings🡪Office Time/Holiday page.
Call Forward Busy	Configure the Call Forward Busy target number.
CFB Time Condition	Select time condition for Call Forward Busy. The available time conditions are “Office Time”, “Out of Office Time”, “Holiday”, “Out of Holiday”, “Out of Office Time or Holiday”, and “Specific”. Notes: “Specific” has higher priority to “Office Times” if there is a conflict in terms of time period. Specific time can be configured on the bottom of the extension configuration dialog. Scroll down the add Time Condition for a specific time. Office Time and Holiday could be configured on page System Settings🡪Time Settings🡪Office Time/Holiday page.
Do Not Disturb	If Do Not Disturb is enabled, all incoming calls will be dropped. All call forward settings will be ignored.
DND Time Condition	Select time condition for Do Not Disturb. The available time conditions are “Office Time”, “Out of Office Time”, “Holiday”, “Out of Holiday”, “Out of Office Time or Holiday”, and “Specific”. Notes: “Specific” has higher priority to “Office Times” if there is a conflict in terms of time period. Specific time can be configured on the bottom of the extension configuration dialog. Scroll down the add Time Condition for a specific time. Office Time and Holiday could be configured on page System Settings🡪Time Settings🡪Office Time/Holiday page.
DND Whitelist	If DND is enabled, calls from the whitelisted numbers will not be rejected. Multiple numbers are supported and must be separated by new lines. Pattern matching is supported. Z match any digit from 1-9， N match any digit from 2-9， X match any digit from 0-9.
FWD Whitelist	Calls from users in the forward whitelist will not be forwarded. Pattern matching is supported. Z match any digit from 1-9， N match any digit from 2-9， X match any digit from 0-9.
Ring Simultaneously
Ring Simultaneously	Enable this option to have an external number ring simultaneously along with the extension. If a register trunk is used for outbound, the register number will be used to be displayed for the external number as the caller ID number.
External Number	Set the external number to ring simultaneously. ‘-’ is the connection character that will be ignored. This field accepts only letters, numbers, and special characters + = * #.
Time Condition for Ring Simultaneously	Ring the external number simultaneously along with the extension based on this time condition.
Use callee DOD on FWD or RS	Use the DOD number when calls are being diverted/forwarded to external destinations or when ring simultaneous is configured.
Monitor privilege control
Allowed to call-barging	Add members from “Available Extensions” to “Selected Extensions” so that the selected extensions can spy on the used extension using feature code.
Seamless transfer privilege control
Allowed to seamless transfer	Any extensions on the UCM can perform a seamless transfer. When using the Pickup Incall feature, only extensions available on the “Selected Extensions” list can perform a seamless transfer to the edited extension.
Other Settings
Ring Timeout	Configure the number of seconds to ring the user before the call is forwarded to voicemail (voicemail is enabled) or hang up (voicemail is disabled). If not specified, the default ring timeout is 60 seconds on the UCM630X, which can be configured in the global ring timeout setting under Web GUI🡪PBX Settings🡪Voice Prompt🡪Custom Prompt: General Preference. The valid range is between 5 seconds and 600 seconds. Note: If the endpoint also has a ring timeout configured, the actual ring timeout used is the shortest time set by either device.
Auto Record	Enable automatic recording for the calls using this extension. The default setting is disabled. The recordings can be accessed under Web GUI🡪CDR🡪Recording Files.
Skip Trunk Auth	If set to “yes”, users can skip entering the password when making outbound calls. If set to “By Time”, users can skip entering the password when making outbound calls during the selected time condition. If set to “No”, users will be asked to enter the password when making outbound calls.
Time Condition for Skip Trunk Auth	If ‘Skip Trunk Auth’ is set to ‘By Time’, select a time condition during which users can skip entering a password when making outbound calls.
Dial Trunk Password	Configure personal password when making outbound calls via the trunk.
Enable LDAP	If enabled, the extension will be added to the LDAP Phonebook PBX list.
Music On Hold	Specify which Music On Hold class to suggest to the bridged channel when putting them on hold.
Call Duration Limit	Check to enable and set the call limit the duration.
Maximum Call Duration (s)	The maximum call duration (in seconds). The default value 0 means no limit. Max value is 86400 seconds

Batch Extension Resetting Functionality

Users can select multiple extensions and reset their settings to default by pressing the reset button and confirming the reset functionality. Once done, all settings on the Basic Settings page will be restored to default values except for Concurrent Registrations. User voicemail password will be reset to Random Password. User voicemail prompts and recordings will be deleted. User Management settings will also be restored to default except for usernames and custom privileges

Search and Edit Extension

All the UCM630X extensions are listed under Web GUI🡪Extension/Trunk🡪Extensions, with status, Extension, CallerID Name, Technology (SIP, IAX, and FXS), IP and Port. Each extension has a checkbox for users to “Edit” or “Delete”. Also, options “Edit” , “Reboot” and “Delete” are available per extension. Users can search for an extension by specifying the extension number to find an extension quickly.

• Status

Users can see the following icon for each extension to indicate the SIP status.

Green: Idle

Blue: Ringing

Yellow: In Use

Grey: Unavailable (the extension is not registered or disabled on the PBX)

• Edit single extension

Click on to start editing the extension parameters.

• Reset single extension

Click on to reset the extension parameters to default (except concurrent registration).

Other settings will be restored to default in Maintenance🡪User Management🡪User Information except for username and permissions and delete the user voicemail prompt and voice messages.

• Reboot the user

Click on to send NOTIFY reboot event to the device which has a UCM630X extension already registered. To successfully reboot the user, “Zero Config” needs to be enabled on the UCM630X Web GUI🡪Other Features🡪Zero Config🡪Zero Config Settings.

• Delete single extension

Click on to delete the extension. Or select the checkbox of the extension and then click on “Delete Selected Extensions”.

• Modify selected extensions

Select the checkbox for the extension(s). Then click on “Edit” to edit the extensions in a batch.

• Delete selected extensions

Select the checkbox for the extension(s). Then click on “Delete ” to delete the extension(s).

Export Extensions

The extensions configured on the UCM630X can be exported to a CSV format file with selected technology “SIP”, “IAX” or “FXS”. Click on the “Export Extensions” button and select technology in the prompt below.

Export Basic Information includes:

• Extension
• CallerID Number
• Privilege
• SIP/IAX Password
• AuthID
• Voicemail
• Voicemail Password
• Sync Contact
• First Name
• Last Name
• Email Address
• User/Wave Password

If importing extensions with no values for settings, the following will occur:

• If importing new extensions, or if Replace is selected as the duplicate import option, the default values for those settings will be used.
• If Update is selected as the duplicate import option, no changes will be made to the existing settings.

The exported CSV file can serve as a template for users to fill in desired extension information to be imported to the UCM630X.

Import Extensions

The capability to import extensions to the UCM630X provides users the flexibility to batch add extensions with similar or different configurations quickly into the PBX system.

1. Export extension CSV file from the UCM630X by clicking on the “Export Extensions” button.
2. Fill up the extension information you would like in the exported CSV template.
3. Click on the “Import Extensions” button. The following dialog will be prompted.

4. Select the option in “On Duplicate Extension” to define how the duplicate extension(s) in the imported CSV file should be treated by the PBX.

• Skip: Duplicate extensions in the CSV file will be skipped. The PBX will keep the current extension information as previously configured without change.
• Delete and Recreate: The current extension previously configured will be deleted and the duplicate extension in the CSV file will be loaded to the PBX.
• Update Information: The current extension previously configured in the PBX will be kept. However, if the duplicate extension in the CSV file has a different configuration for any options, it will override the configuration for those options in the extension.

5. Click on “Choose file to upload” to select a CSV file from a local directory on the PC.
6. Click on “Apply Changes” to apply the imported file on the UCM630X.

Example of a file to import:

Field	Supported Values
Extension	Digits
Technology	SIP/SIP(WebRTC)
Enable Voicemail	yes/no/remote
CallerID Number	Digits
SIP/IAX Password	Alphanumeric characters
Voicemail Password	Digits
Skip Voicemail Password Verification	yes/no
Ring Timeout	Empty/ 3 to 600 (in second)
SRTP	yes/no
Strategy	Allow All/Local Subnet Only/A Specific IP Address
Local Subnet 1	IP address/Mask
Local Subnet 2	IP address/Mask
Local Subnet 3	IP address/Mask
Local Subnet 4	IP address/Mask
Local Subnet 5	IP address/Mask
Local Subnet 6	IP address/Mask
Local Subnet 7	IP address/Mask
Local Subnet 8	IP address/Mask
Local Subnet 9	IP address/Mask
Local Subnet 10	IP address/Mask
Specific IP Address	IP address
Skip Trunk Auth	yes/no/bytime
Codec Preference	PCMU,PCMA,GSM,G.726,G.722,G.729,H.264,ILBC,AAL2-G.726-32,ADPCM,G.723,H.263,H.263p,vp8,opus
Permission	Internal/Local/National/International
NAT	yes/no
DTMF Mode	RFC4733/info/inband/auto
Insecure	Port
Enable Keep-alive	Yes/no
Keep-alive Frequency	Value from 1-3600
AuthID	Alphanumeric value without special characters
TEL URI	Disabled/user=phone/enabled
Call Forward Busy	Digits
Call Forward No Answer	Digits
Call Forward Unconditional	Digits
Support Hot-Desking Mode	Yes/no
Dial Trunk Password	Digits
Disable This Extension	Yes/no
CFU Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
CFN Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
CFB Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Music On Hold	Default/ringbacktone_default
CC Agent Policy	If CC is disabled use: never If CC is set to normal use: generic If CC is set to trunk use: native
CC Monitor Policy	Generic/never
CCBS Available Timer	3600/4800
CCNR Available Timer	3600/7200
CC Offer Timer	60/120
CC Max Agents	Value from 1-999
CC Max Monitors	Value from 1-999
Ring simultaneously	Yes/no
External Number	Digits
Time Condition for Ring Simultaneously	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Time Condition for Skip Trunk Auth	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Enable LDAP	Yes/no
Enable T.38 UDPTL	Yes/no
Max Contacts	Values from 1-10
Enable Wave	Yes/no
Alert-Info	None/Ring 1/Ring2/Ring3/Ring 4/Ring 5/Ring 6/Ring 7/ Ring 8/Ring 9/Ring 10/bellcore-dr1/bellcore-dr2/ bellcore-dr3/ bellcore-dr4/ bellcore-dr5/custom
Do Not Disturb	Yes/no
DND Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Custom Auto answer	Yes/no
Do Not Disturb Whitelist	Empty/digits
User Password	Alphanumeric characters.
First Name	Alphanumeric without special characters.
Last Name	Alphanumeric without special characters.
Email Address	Email address
Language	Default/en/zh
Phone Number	Digits
Call-Barging Monitor	Extensions allowed to call barging
Seamless Transfer Members	Extensions allowed to seamless transfer

Field	Supported Values
Extension	Digits
Technology	IAX
Enable Voicemail	yes/no
CallerID Number	Digits
SIP/IAX Password	Alphanumeric characters
Voicemail Password	Digits
Skip Voicemail Password Verification	yes/no
Ring Timeout	Empty/ 3 to 600 (in second)
SRTP	yes/no
Strategy	Allow All/Local Subnet Only/A Specific IP Address
Local Subnet 1	IP address/Mask
Local Subnet 2	IP address/Mask
Local Subnet 3	IP address/Mask
Local Subnet 4	IP address/Mask
Local Subnet 5	IP address/Mask
Local Subnet 6	IP address/Mask
Local Subnet 7	IP address/Mask
Local Subnet 8	IP address/Mask
Local Subnet 9	IP address/Mask
Local Subnet 10	IP address/Mask
Specific IP Address	IP address
Skip Trunk Auth	yes/no/bytime
Codec Preference	PCMU,PCMA,GSM,G.726,G.722,G.729,H.264,ILBC,AAL2-G.726-32,ADPCM,G.723,H.263,H.263p,vp8,opus
Permission	Internal/Local/National/International
NAT	yes/no
Call Forward Busy	Digits
Call Forward No Answer	Digits
Call Forward Unconditional	Digits
Require Call Token	Yes/no/auto
Max Number of Calls	Values from 1-512
Dial Trunk Password	Digits
Disable This Extension	Yes/no
CFU Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
CFN Time Condition
CFB Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Music On Hold	Default/ringbacktone_default
Ring simultaneously	Yes/no
External Number	Digits
Time Condition for Ring Simultaneously	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Time Condition for Skip Trunk Auth	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Enable LDAP	Yes/no
Limit Max time (s)	empty
Do Not Disturb	Yes/no
DND Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Do Not Disturb Whitelist	Empty/digits
User Password	Alphanumeric characters.
First Name	Alphanumeric without special characters.
Last Name	Alphanumeric without special characters.
Email Address	Email address
Language	Default/en/zh
Phone Number	Digits
Call-Barging Monitor	Extensions allowed to call barging
Seamless Transfer Members	Extensions allowed to seamless transfer

Field	Supported Values
Extension	Digits
Technology	FXS
Analog Station	FXS1/FXS2
Enable Voicemail	yes/no
CallerID Number	Digits
Voicemail Password	Digits
Skip Voicemail Password Verification	yes/no
Ring Timeout	Empty/ 3 to 600 (in second)
Auto Record	yes/no
Fax Mode	None/Fax Gateway/Fax Detection
Skip Trunk Auth	Yes/no/bytime
Permission	Internal/Local/National/International
Call Forward Busy	Digits
Call Forward No Answer	Digits
Call Forward Unconditional	Digits
Call Waiting	Yes/no
Use # as SEND	Yes/no
RX Gain	Values from -30🡪6
TX Gain	Values from -30🡪6
MIN RX Flash	Values from: 30 – 1000
MAX RX Flash	Values from: 40 – 2000
Enable Polarity Reversal	Yes/no
Echo Cancellation	On/Off/32/64/128/256/512/1024
3-Way Calling	Yes/no
Send CallerID After	1/2
Dial Trunk Password	digits
Disable This Extension	Yes/no
CFU Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
CFN Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
CFB Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Music On Hold	Default/ringbacktone_default
CC Agent Policy	If CC is disabled use: never If CC is set to normal use: generic If CC is set to trunk use: native
CC Monitor Policy	Generic/never
CCBS Available Timer	3600/4800
CCNR Available Timer	3600/7200
CC Offer Timer	60/120
CC Max Agents	Value from 1-999
CC Max Monitors	Value from 1-999
Ring simultaneously	Yes/no
External Number	Digits
Time Condition for Ring Simultaneously	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Time Condition for Skip Trunk Auth
Enable LDAP	Yes/no
Enable Hotline	Yes/no
Hotline Type	Immediate hotline/delay hotline
Hotline Number	digits
Limit Max time (s)	empty
Do Not Disturb	Yes/no
DND Time Condition	All time/Office time/out of office time/holiday/out of holiday/out of office time or holiday/specific time
Do Not Disturb Whitelist	Empty/digits
User Password	Alphanumeric characters.
First Name	Alphanumeric without special characters.
Last Name	Alphanumeric without special characters.
Email Address	Email address
Language	Default/en/zh
Phone Number	Digits
Call-Barging Monitor	Extensions allowed to call barging
Seamless Transfer Members	Extensions allowed to seamless transfer

The CSV file should contain all the above fields, if one of them is missing or empty, the UCM630X will display the following error message for missing fields.

Extension Details

Users can click on an extension number in the Extensions list page and quickly view information about it such as:

• Extension: This shows the Extension number.
• Status: This shows the status of the extension.
• Presence status: Indicates the Presence Status of this extension.
• Terminal Type: This shows the type of the terminal using this extension (SIP, FXS…etc.).
• Caller ID Name: Reveals the Caller ID Name configured on the extension.
• Messages: Shows the messages’ stats.
• IP and Port: The IP address and the ports of the device using the extension.
• Email status: Show the Email status (sent, to be sent…etc.).
• Ring Group: Indicates the ring groups that this extension belongs to.
• Call Queue: Indicates the Cal Queues that this extension belongs to.
• Call Queue (Dynamic): Indicates the Call Queues that this extension belongs to as a dynamic agent.

E-mail Notification

Once the extensions are created with Email addresses, the PBX administrator can click on the button “E-mail Notification” to send the account registration and configuration information to the user. Please make sure the Email setting under Web GUI🡪System Settings🡪Email Settings is properly configured and tested on the UCM630X before using “E-mail Notification”.

When clicking on ”More” > “E-mail Notification” button, the following message will be prompted on the web page. Click on OK to confirm sending the account information to all users’ Email addresses.

The user will receive an Email including account registration information as well as the Wave Settings with the QR code:

The UCM admin can also send “Remote Registration Mail” and “Wave Welcome Mail” as the figure below shows

Multiple Registrations per Extension

UCM630X supports multiple registrations per extension so that users can use the same extension on devices in different locations.

This feature can be enabled by configuring the option “Concurrent Registrations” under Web GUI🡪Extension/Trunk🡪Edit Extension. The default value is set to 1 for security purposes. The maximum is 10.

SMS Message Support

The UCM630X provides built-in SIP SMS message support. For SIP end devices such as Grandstream GXP or GXV phones that support SIP message, after a UCM630X account is registered on the end device, the user can send and receive SMS messages. Please refer to the end device documentation on how to send and receive SMS messages.

EXTENSION GROUPS

The UCM630X extension group feature allows users to assign and categorize extensions in different groups to better manage the configurations on the UCM630X. For example, when configuring “Enable Filter on Source Caller ID”, users could select a group instead of each person’s extension to assign. This feature simplifies the configuration process and helps manage and categorize the extensions for a business environment.

Configure Extension Groups

Extension groups can be configured via Web GUI🡪Extension/Trunk🡪Extension Groups.

• Click on to create a new extension group.
• Click on to edit the extension group.
• Click on to delete the extension group.

Select extensions from the list on the left side to the right side.

Click on to change the ringing priority of the members selected on the group.

Using Extension Groups

Here is an example where the extension group can be used. Go to Web GUI🡪Extension/Trunk🡪Outbound Routes and select “Enable Filter on Source Caller ID”. Both single extensions and extension groups will show up for users to select.

ANALOG TRUNKS

Go to Web GUI🡪Extension/Trunk🡪Analog Trunks to add and edit analog trunks.

• Click on “Create New Analog Trunk” to add a new analog trunk.
• Click on to edit the analog trunk.
• Click on to delete the analog trunk.

Analog Trunk Configuration

The analog trunk options are listed in the table below.

FXO Port	Select the channel for the analog trunk. UCM6301: 1 channel UCM6302: 2 channels UCM6304: 4 channels UCM6308: 8 channels
Trunk Name	Specify a unique label to identify the trunk when listed in outbound rules, incoming rules, etc.
Advanced Options
SLA Mode	Enable this option to satisfy two primary use cases, which include emulating a simple key system and creating shared extensions on a PBX. Enable SLA Mode will disable polarity reversal.
Barge Allowed	The barge option specifies whether other stations can join a call in progress on this trunk. If enabled, the other stations can press the line button to join the call. The default setting is Yes.
Hold Access	The hold option specifies hold permissions for this trunk. If set to “Open”, any station can place this trunk on hold and any other station is allowed to retrieve the call. If set to “Private”, only the station that places the call on hold can retrieve the call. The default setting is Yes.
Enable Polarity Reversal	If enabled, a polarity reversal will be marked as received when an outgoing call is answered by the remote party. For some countries, a polarity reversal is used for signaling the disconnection of a phone line and the call will be considered as “Hangup” on a polarity reversal. The default setting is “No”.
Polarity on Answer Delay	When the FXO port answers the call, FXS may send a Polarity Reversal. If this interval is shorter than the value of “Polarity on Answer Delay”, the Polarity Reversal will be ignored. Otherwise, the FXO will On-hook to disconnect the call. The default setting is 600ms.
Current Disconnect Threshold (ms)	This is the periodic time (in ms) that the UCM630X will use to check on a voltage drop in the line. The default setting is 200. The valid range is 50 to 3000.
Ring Timeout	Configure the ring timeout (in ms). Trunk (FXO) devices must have a timeout to determine if there was a Hangup before the line is answered. This value can be used to configure how long it takes before the UCM630X considers a non-ringing line with Hangup activity. The default setting is 8000.
RX Gain	Configure the RX gain for the receiving channel of the analog FXO port. The valid range is from -13.5 (dB) to + 12.0 (dB). The default setting is 0.
TX Gain	Configure the TX gain for the transmitting channel of the analog FXO port. The valid range is from -13.5 (dB) to + 12.0 (dB). The default setting is 0.
Use CallerID	Configure to enable CallerID detection. The default setting is “Yes”.
Caller ID Scheme	Select the Caller ID scheme for this trunk. Bellcore/Telcordia. ETSI-FSK During Ringing ETSI-FSK Prior to Ringing with DTAS ETSI-FSK Prior to Ringing with LR ETSI-FSK Prior to Ringing with RP ETSI-DTMF During Ringing ETSI-DTMF Prior to Ringing with DTAS ETSI-DTMF Prior to Ringing with LR ETSI-DTMF Prior to Ringing with RP SIN 227-BT NTT Japan Auto-Detect If you are not sure which scheme to choose, please select “Auto Detect”. The default setting is “Bellcore/Telcordia”.
Fax Mode	Configures how faxes to this extension will be handled. None: Faxes will not be processed. Fax Gateway: Faxes to this extension will be processed and converted from T.30 to T.38 or vice-versa. FXS/FXO ports only. The default setting is None.
FXO Dial Delay (ms)	Configure the time interval between off-hook and first dialed digit for outbound calls.
Auto Record	Enable automatic recording for the calls using this trunk. The default setting is disabled. The recording files can be accessed under Web GUI🡪CDR🡪Recording Files.
Disable This Trunk	If selected, the trunk will be disabled, and incoming/Outgoing calls via this trunk will not be possible.
DAHDI Out Line Selection	This is to implement an analog trunk outbound line selection strategy. Three options are available: Ascend When the call goes out from this analog trunk, it will always try to use the first idle FXO port. The port order that the call will use to go out if UCM6302 is used would be port 1🡪port 2🡪. Every time it will start with port 1 (if it is idle). Poll When the call goes out from this analog trunk, it will use the port that is not used last time. And it will always use the port in the order of port 1🡪2🡪1🡪2🡪1🡪2🡪…, following the last port being used in case UCM6302, is used. Descend When the call goes out from this analog trunk, it will always try to use the last idle FXO port. The port order that the call will use to go out if UCM6302 is used would be port 2🡪port 1. Every time it will start with port 2 (if it is idle). The default setting is “Ascend” mode.
Echo Cancellation Mode	The Non-Linear Processing (NLP) in echo cancellation helps to remove/suppress residual echo components that could not be removed by the LEC (Line Echo Canceller). Following modes are supported: Default: The NLP limits the signal level to the background noise level when active, and the background noise level adjustment is low. High Noise Level Adjustment: The NLP limits the signal level to the background noise level when active, and the background noise level adjustment is high. Noise Masking: The NLP sends sign noise when active, and the background noise level adjustment is high. White Noise Injection: The NLP injects white noise when active. The level corresponds to the background noise level at Sin, and the background noise level adjustment is high.
Direct Callback	Allows external numbers the option to get directed to the extension that last called them. For Example, User 2002 has dialed external number 061234575 but they were not reachable, once they have received missed call notification on their phone, they would mostly call back the number, if the option “Direct Callback” is enabled then they will be directly bridged to user 2002 regardless of the configured inbound destination.
Tone Settings
Busy Detection	Busy Detection is used to detect far-end Hangup or for detecting busy signal. The default setting is “Yes”.
Busy Tone Count	If “Busy Detection” is enabled, users can specify the number of busy tones to be played before hanging up. The default setting is 2. Better results might be achieved if set to 4, 6, or even 8. Please note that the higher the number is, the more time is needed to Hangup the channel. However, this might lower the probability to get a random Hangup.
Congestion Detection	Congestion detection is used to detect far-end congestion signal. The default setting is “Yes”.
Congestion Count	If “Congestion Detection” is enabled, users can specify the number of congestion tones to wait for. The default setting is 2.
Tone Country	Select the country for tone settings. If “Custom” is selected, users could manually configure the values for Busy Tone and Congestion Tone. The default setting is “United States of America (USA)”.
Busy Tone	Syntax: f1=val[@level][,f2=val[@level]],c=on1/off1[-on2/off2[-on3/off3]]; Frequencies are in Hz and cadence on and off are in ms. Frequencies Range: [0, 4000) Busy Level Range: (-300, 0) Cadence Range: [0, 16383]. Select Tone Country “Custom” to manually configure Busy Tone value. Default value: f1=480@-50,f2=620@-50,c=500/500
Congestion Tone	Syntax: f1=val[@level][,f2=val[@level]],c=on1/off1[-on2/off2[-on3/off3]]; Frequencies are in Hz and cadence on and off are in ms. Frequencies Range: [0, 4000) Busy Level Range: (-300, 0) Cadence Range: [0, 16383]. Select Tone Country “Custom” to manually configure Busy Tone value. Default value: f1=480@-50,f2=620@-50,c=250/250
PSTN Detection	Click on “Detect” to detect the busy tone, Polarity Reversal, and Current Disconnect by PSTN. Before the detection, please make sure there is more than one channel configured and working properly. If the detection has a busy tone, the “Tone Country” option will be set as “Custom”.

PSTN Detection

The UCM630X provides a PSTN detection function to help users detect the busy tone, Polarity Reversal, and Current Disconnect by making a call from the PSTN line to another destination. The detecting call will be answered and up for about 1 minute. Once done, the detecting result will show and can be used for the UCM630X settings.

1. Go to UCM630X Web GUI🡪Extension/Trunk🡪Analog Trunks page.
2. Click to edit the analog trunk created for the FXO port.
3. In the window to edit the analog trunk, go to the “Tone Settings” section and there are two methods to set the busy tone.

• Tone Country. The default setting is “United States of America (USA)”.
• PSTN Detection.

4. Click on “Detect” to start PSTN detection.

If there are two FXO ports connected to PSTN lines, use the following settings for auto-detection.

• Detect Model: Auto Detect.
• Source Channel: The source channel to be detected.
• Destination Channel: The channel to help detect. For example, the second FXO port.
• Destination Number: The number to be dialed for detecting. This number must be the actual PSTN number for the FXO port used as the destination channel.

If there is only one FXO port connected to the PSTN line, use the following settings for auto-detection.

• Detect Model: Semi-auto Detect.
• Source Channel: The source channel to be detected.
• Destination Number: The number to be dialed for detecting. This number could be a cell phone number or another PSTN number that can be reached from the source channel PSTN number.

5. Click “Detect” to start detecting. The source channel will initiate a call to the destination number. For “Auto Detect”, the call will be automatically answered. For “Semi-auto Detect”, the UCM630X Web GUI will display a prompt to notify the user to answer or hang up the call to finish the detecting process.
6. Once done, the detected result will show. Users could save the detecting result as the current UCM630X settings.

Table 59: PSTN Detection for Analog Trunk

VOIP TRUNKS

VoIP Trunk Configuration

VoIP trunks can be configured in UCM630X under Web GUI🡪Extension/Trunk🡪VoIP Trunks. Once created, the VoIP trunks will be listed with Provider Name, Type, Hostname/IP, Username, and Options to edit/detect the trunk.

• Click on “Add SIP Trunk” or “Add IAX Trunk” to add a new VoIP trunk.
• Click on to configure detailed parameters for the VoIP trunk.
• Click on to configure Direct Outward Dialing (DOD) for the SIP Trunk.
• Click on to start LDAP Sync.
• Click on to delete the VoIP trunk.

The VoIP trunk options are listed in the table below.