Course13:IT Connect - 12 Preparing a new PBX/App-Platform

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This is a guideline for preparation of a device in your lab before putting it into service at customer site.

Preparing the config in your own lab

Often technicians prefer to prepare the configuration in their own lab instead of doing it on customer site. Here some hints for this procedure.

Before you start, you should keep your filled out Excel questionnaire at hand.

Next, we recommend to set up a dedicated network in your lab using the same IP-range and addresses as they are going to be on customer site.This could be easily achieved if you are going to use a separate DHCP and DNS-server that provides the same IP-addresses and DNS-names as on customer site. As DHCP/DNS-server you could use an innovaphone device. Lucky you because you already have such a device: your IP411Right.

Download its config and replace any occurrence of 172.3x.x.x (depends on your trainings subnet) with the customer subnet. Afterwards go to Services/DNS/Hosts (individual device UI) and screenshot.png adjust the DNS-host entries to match the customer requirements. In case you are reading this book long after your training and don't want to reinstall your training setup, you can download the IP411Right config also here Configs for Lesson on Setting up the Trainee Network. If the customer plans to use DHCP for the IP-assignment, you can create the DHCP-Server leases for your customer PBX and App-Platform in screenshot.png IP4/ETH/Leases.

Now you can start with the Install. It’s important to use an Email address for the Admin account you can access. In the best case scenario you should have the customers admin email-account credentials, but if you are not allowed to use it (i.e. answer verification mails) you can use your own email-address and change it later in the UserAdmin App.

During the Email-Account configuration of the Install page you need to configure the DNS name of the SMTP-Server and the email account to use for sending verification mails. Ideally you use the customer SMTP server and account. However, in rare cases, the customer doesn’t allow “authenticated SMTP connections” from outside his LAN or you do not have access to the target E-Mail system. In this case, you can disable the page and the E-Mail test configuration and test will be skipped.

When you install the PBX in the target network, you need to recall that E-Mail must be configured and two-factor-authentication must be enabled. You can change it back via the video2.png 
Apps – App (Settings/SMTP)
and also on your PBX at screenshot.png PBX/Config/Authentication .

Finally, if you are not allowed to use the customers admin email-account, you cannot prepare the Push configuration which is explained in thePush Object book. Since this is a very short configuration - we recommend to do this on-site at the customer.

If you want, you can already use the Devices - App to add phones and other gateways to your domain. The registration/provisioning of phones or other interfaces (through PBX-Manager plugins) is already possible.

Checks to do onsite at the customer

On customer site you need to check if HTTP-access to the store-URL (store.innovaphone.com) is possible.Therefore go to the screenshot.png Update-section of the customer domain in Devices and check if the Firmware-Json URL and Apps-Json URLs are reachable. If there is no error message everything is fine.

If you used your private Email-account for the admin account, don’t forget to change the Email-Address for the Admin account in the UserAdmin App.

If you didn’t use the customer SMTP-server during Install, change the SMTP configuration on customer site via the video2.png Apps – App (Settings/SMTP) and also on your PBX at screenshot.png PBX/Config/Authentication. To double check that everything is fine, use an myApps account to login and check if the verification email is received.

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