calnet: hosted voice service: administrator participant guide · 2020. 7. 16. · calnet: hosted...

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CALNET: Hosted Voice Service:Administrator participant guide

Version 1.0

CALNET: Hosted Voice Service: Administrator participant guide

Covered topics

• What is AT&T Hosted Voice Service (HVS)?

• Logging in to the Clearspan OpEasy® portal

• Clearspan OpEasy administrator home screen

• Provisioning

• Users

• Virtual Users

• Import / Export

• Scheduling

• Phone Management

• Phone Templates

• User Profiles

• Group Settings

• Reporting

• Support

• Questions and answers


AT&T Hosted Voice Service (HVS) – A cloud-based solution, powered by BroadSoft and managed using the Clearspan OpEasy® portal. The OpEasy portal provides the tools you need for creating and managing users’ access to your organization’s voice information. Additionally, the portal allows you to view, manage and create user accounts and modify resources such as locations, hunt groups, and phone number ranges.

What is AT&T Hosted Voice Service (HVS)?


Logging in to the Clearspan OpEasy portal

• The User Portal web address: https://pub-cfg.hvs.att.com/opeasy/.

• Enter User Name and Password.

• Select Login.

https://pub-cfg.hvs.att.com/opeasy/


Clearspan OpEasy administrator home screen

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1. About

2. Logout

3. Change Password

4. Release History

5. Provisioning

6. Reporting

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7. Do Not Sell My Personal Information

8. Quick access menu

9. Login Management

10. Provisioning

11. Reporting


Change Password tab

• Change your administrator password by entering the required information and selecting OK.


Release History tab

• Displays the release history of the OpEasy application and supported equipment.


Do Not Sell My Personal Information tab

• Displays the AT&T Privacy Center webpage.


Quick access menu

The quick access menu appears at the left side of the screen and provides quick links to the main sections as well as application subsections for each main topic.


Login Management tab

To display, add, or change OpEasy administrator names and passwords, select the Login Management link.

1. To return to the OpEasy home page, select OK.

2. Display a listing of all administrators for by selecting Search.

3. To search on specific criteria, use dropdown menus.

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Provisioning

• Provides links to various provisioning functions within the portal.

• Select a link to view, add, modify, or delete a provisioning function.


Provisioning – Users

1. To add a new user, select Add.

2. To display or modify General User settings, or E-mail message sent to new users, select General Settings.

3. To display a list of users to edit or delete, select Search.


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Provisioning – Users – General Settings – User Settings

• Display and modify the user settings at the system, enterprise, and group levels by selecting the associated dropdown menu.

• Select Apply to save the changes.


Provisioning – Users – General Settings – New User E-mail Notification

• Display the E-mail message that is sent to new users based on phone type.

Note: The E-mail notification typically provides instructions on phone setup.


Provisioning – Users – General Settings – New User E-mail Notification – Sample

• A sample of the new user email notification.

• Any text in brackets {} is replaced by the appropriate user-specific information.

• Select OK to return to the previous screen.


Provisioning – Virtual Users

• Select a link to view, add, modify, or delete a virtual user provisioning function.


Provisioning – Virtual Users – Auto Attendants

1. To add a new auto attendant, select Add.

2. To display a list of auto attendants to edit or delete, select Search.


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Provisioning – Virtual Users – Flexible Seating Hosts

1. To add a new flexible Seating Host, select Add.

2. To display a list of Flexible Seating Hosts to edit or delete, select Search.


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Provisioning – Virtual Users – Hunt Groups

1. To add a new hunt group, select Add.

2. To display a list of Hunt Groups to edit or delete, select Search.


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Provisioning – Virtual Users – Virtual User Inventory

1. To save changes to the Virtual User Inventory, select Apply.

2. To display a list of Virtual Users, select Search.


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Provisioning – Import

1. Select E-mail Worksheet to e-mail results of the current import.

2. Select Scheduling to display imports scheduled to run on a pre-defined schedule.

3. Select Import Type using dropdown menu.

4. Select Start Import to import a list of phone devices, users, or features from a spreadsheet.

5. To schedule an import for later processing, select Schedule Import.

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Provisioning – Export

1. Select Scheduling to display exports scheduled to run on a pre-defined schedule.

2. Select Export Type using dropdown menu.

3. Select Start Export to export Clearspan data into a spreadsheet.

4. To schedule an export for later processing, select Schedule Export.

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Provisioning – Scheduling

Displays imports and exports that have been scheduled to run now or on a pre-defined schedule.

1. Select Refresh to update the Scheduling Request field.

2. Select a Scheduled Task to view.

3. Select the displayed request type to be viewed.

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Provisioning – Phone Management

1. To add a new phone device from a worksheet select Add.

2. Select Search for a list of phone devices to edit or delete.


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Provisioning – Phone Management – continued

1. Select Restart Selected Phones to reboot a device.

2. Select a phone template to be applied to the device.

3. Select Edit to modify the selected device.

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1. Type desired phone device name.

2. Select Device Type using the dropdown menu.

3. Select phone template.

4. Enter device description fields.

5. Enter device configuration fields.

6. Select Ok to save changes.

Provisioning – Phone Management – Phone Device Add

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Provisioning – Phone Templates

• Select a function to build or display a phone template.


Provisioning – Phone Templates – Definitions

1. Select a Template Level using the dropdown menu.

2. Select the Device Type using the dropdown menu.

3. Select Edit to view or modify the template.

4. Select Copy to copy the individual template.

5. Select Delete to delete a template.

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Provisioning – Phone Templates – Key Definitions

1. Select a phone manufacturer using the dropdown menu.

2. Select Polycom Prompts to display and configure user input prompts for selected phone model.

3. Select Polycom Macros to display and configure key macros for selected phone model.

4. Check or uncheck a key definition.

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Provisioning – Phone Templates – Global Settings

• Display and change the global Clearspan settings for a selected phone manufacture.

• Select Apply to save your changes.

Note: After being saved, the change occurs at the next resync or reboot of the affected phones.


Provisioning – Phone Templates – Server Addresses - EMS

• Display or change the list of EMS server addresses (host names / IP addresses).

Note: Each phone template is assigned an EMS server address, which is used by soft keys.


Provisioning – Phone Templates – Server Addresses - Conference

• Display or change the list of available conference server addresses (host names / IP addresses).

Note: A phone template may select a conference server address to allow a phone to reach an N-Way conference server.


Provisioning – User Profiles

1. To display a list of user profiles select Search.


3. To modify a user profile select Edit.

4. To copy a user profile select Copy.

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Provisioning – Enterprise

• Select a link to view or modify enterprise settings.


Provisioning – Enterprise Settings – Service Packs

1. To display a list of service packs, select Search.


3. To view available services and active services within a specific service pack, select View.

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Provisioning – Group Settings

• Provides links to various group settings within the portal.

• Select a link to view, add, modify, or delete a specific group function.


Group Settings – Announcement Repository

1. To add a new announcement to the group announcement repository, select Add.

2. For a list of announcements, select Search.


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Group Settings – Authorization Codes

1. To add a new authorization code, select Add.

2. To modify the automatic reset settings, select the desired dropdown menu.

3. To email a listing of the current authorization codes, enter a valid email address and select Send Current Auth Codes.

4. To delete a selected auto reset authorization code, select Delete.

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Group Settings – Call Pickup Groups

• To add, modify or delete a call pickup group to enable users to answer any ringing line in their call pickup group, select Add.


Group Settings – Call Pickup Group Add

1. To search for available users to add to a call pickup group, select Search.


3. Highlight the desired user to either assign to or remove from the call pickup group.

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Group Settings – Departments

1. To add or modify a department within a group, select Add.

2. To search for available departments in a group, select Search.

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Group Settings – Department Add

1. To add a department within a group enter a department name and select the parent department.

2. Enter a department calling line ID name and select the line ID number from the dropdown menu.

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Group Settings – Device Type Tags

1. To add, modify, or delete custom tags for devices of a specified device type in the selected group, select Add.

2. Select the device type from the Device Type dropdown menu.

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Group Settings – Device Type Tags Add

1. Add a custom tag for devices of the specified device type in the selected group.

2. Select OK to save changes.

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Group Settings – Music on Hold

1. To add new music on hold, select Add.

2. To modify setting of an existing music on hold file, select Edit.

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Group Settings – Music on Hold Settings Modify

1. Select a Music on Hold Profile.

2. Select the desired settings, under General Settings, utilizing radio buttons and dropdown menus.

3. Select Internal Calls Settings utilizing the dropdown menus.

4. Select Apply to save changes.

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Group Settings – Night Forwarding

• Redirect calls placed to a user within the group to a specified phone number. The redirection can be configured manually by enabling the feature regardless of any schedule or automatically by choosing a business and/or holiday schedule.


Group Settings – Phone Numbers

1. Select Assign to assign phone numbers to a group.

2. To change phone number already assigned to a group, select Edit.

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Group Settings – Phone Numbers

1. View phone numbers which are Activated, Deactivated, or both by selecting the appropriate radio button.

2. Change one or more phone numbers in a range of phone numbers assigned to a group, by selecting or unselecting a number.

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Group Settings – Speed Dial 8 Lists

1. To add a new group speed dial 8 list, select Add.

2. To modify an existing group speed dial 8 list, select Edit.

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1. To create a new group speed dial 8 list, provide a name and description.

2. Add up to 8 unique phone numbers.

3. Enter a name / description to help define to whom the number belongs.


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1. To add a new speed dial 100 entry, enter a name and description and select Add Speed Dial 100.

2. To modify an existing entry, select Edit.

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Group Settings – Speed Dial 100 Entry Add

1. Select a speed code 100 from the dropdown menu.

2. Enter a name / description to help define to whom the number belongs.

3. Enter a valid phone number.


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Reporting

• Provides links to various reporting functions within the portal.

• Select a link to run the selected report.


Reporting – Inventory Report

1. Select Scheduling to display reports scheduled to run on a pre-defined schedule.

2. Select Send E-mail Notification check box to email the current completed report.

3. Select Start Report to begin report processing.

4. To schedule a report for later processing, select Schedule Report.

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Reporting – License & Optional Services Report





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Reporting – Extra Settings Audit Report





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Reporting – Scheduling

Displays imports and exports that have been scheduled to run now or on a pre-defined schedule.

1. Select Refresh to update the Scheduling Request field.

2. Select a Scheduled Task to view.

3. Select the displayed request type to be viewed.

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Reporting – CDR Query



3. Select Start CDR Query to begin report processing.

4. To schedule a CDR query for later processing, select Schedule CDR Query.

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Reporting – Provisioning Log Query

• Allows an administrator to search the log of provisioning changes to determine if a change was made in the OpEasy or Broadworks database.


Reporting – Provisioning Log Query

• Allows an administrator to search and display the events generated by phone applications.


Support

• AT&T CALNET Training• http://www.attcalnettraining.com

• [email protected]

• Please complete our survey.

http://www.attcalnettraining.com/

mailto:[email protected]


Questions and answers

calnet: hosted voice service: administrator participant guide · 2020. 7. 16. · calnet: hosted...

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