Howto14r2:Step-by-Step extended 3 way conference: Difference between revisions

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Created page with "<!-- Keywords: conference, 3-way conference, simplified, step-by-step, easy--> '''In this Article I will show you how you can extend your 3 way Conference to an Innovaphone Conference Room.''' =='''Pre-information'''== '''If you have an ongoing 3 way Call and you expect another Participant to join, you can simply transfer new Incoming Calls as well as the 3 way Call Participants to an Innovaphone Conference Room without PIN.''' ===What do you need?=== * myApps Confe..."
 
 
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<!-- Keywords: conference, 3-way conference, simplified, step-by-step, easy-->
<!-- Keywords: conference, 3-way conference, simplified, step-by-step, easy-->
[[Category:Step-by-Step]]


'''In this Article I will show you how you can extend your 3 way Conference to an Innovaphone Conference Room.'''
{{HOWTOMOD13r3 Translation Info}}


=='''Pre-information'''==
=='''Pre-information'''==
 
'''In this Article we will show you how you can extend your 3-way conference to an Innovaphone Conference Room. For instance, if you have an ongoing 3 way call and you expect another participant to join, you can simply transfer all participants as well as new incoming calls to an Innovaphone Conference Room.'''
'''If you have an ongoing 3 way Call and you expect another Participant to join, you can simply transfer new Incoming Calls as well as the 3 way Call Participants to an Innovaphone Conference Room without PIN.'''


===What do you need?===
===What do you need?===


* myApps Conference Room (Without PIN)
* myApps Conference Room
* Conference Licenses
* Conference Licenses
* More than 3 Participants
* More than 3 Participants
Line 17: Line 17:
===Purpose===
===Purpose===


* On a Desk Phone, you have the option to concatenate a Three-Party Conferencing Call to have more than 3 Participants
* On a Desk Phone, you have the option to concatenate a 3-party conferencing call to have more than 3 participants
* On the Softphone you don't have the Option to add another Participant
* On the Softphone you don't have the option to add another participant, so transferring is necessary
 
===Limitations===
 
* If the Conference Room has a PIN, you either have to give your Participants the Room PIN or you deactivate a Room PIN otherwise the Call Transfer won't work


===Procedure===


=='''Transferring a Three-Party Conferencing Call to a MyApps Conference Room without PIN'''==
* If the Conference Room does not have a PIN follow '''Scenario A'''


=== Start a Three-Party Conferencing Call ===
* If the Conference Room has a PIN, you generally have the following options:
** Deactivate the room PIN temporarily or give the PIN to your participants - they will have to type it in to successfully join. Follow '''Scenario A'''
** If you are comfortable to enter the PIN for the participants follow '''Scenario B'''
** Else if you don't want to enter the PIN follow '''Scenario C'''


First you need to Start or participate in a Three-Party Conferencing Call, it doesn't matter for the Call Transfer to work if you initiate the Call or just participate.
== '''Scenario A: Transfer to a Conference Room without a PIN''' ==


=== Transfer ongoing call participates to a MyApps Conference Room ===
=== You are part of a three-party conference call and want to transfer the participates to a MyApps Conference Room. ===
This method also works when the room has a PIN set but the transferred participants have to know and enter the room PIN manually. Keep in mind when sharing PINs to participants that this will allow them to join this conference room at any given time. So you might want to change the PIN afterwards.
* First you open the call information on your Softphone for the ongoing call


* First you open the Call information on your Softphone for the ongoing Call
[[File:call-info-softphone.png|/Call-info-softphone.png|/Call-info-softphone.png]]


[[File:call-info-softphone.png]]
* Now you select the participants you would like to transfer to the conferencing room and click the ''Transfer Button''


* Now you select the Participants you would like to Transfer to the Conferencing Room and Click the Transfer Button
[[File:softphone-panel.png|/Softphone-panel.png|/Softphone-panel.png]]


[[File:softphone-panel.png]]
* After that, your ''Users Window'' appears
* Now you select the conferencing room that you would like to transfer your participant to and click on ''Transfer to'' ''Button''


* After that, your Users window appears
[[File:room-search.png|/Room-search.png|/Room-search.png]]
* Now you select the Conferencing Room that you would like to Transfer your Participant to and Click on "Transfer to" Button


[[File:room-search.png]]
* Do that procedure with every participant that you would like to transfer to the conferencing room
* At last join the conference yourself
Now you have successfully transferred the participants to the MyApps Conference Room.


* Do that procedure with every Participant that you would like to Transfer to the Conferencing Room
== '''Scenario B: Basic Transfer to a Conference Room with a PIN''' ==
* Now your Participants are being Transferred to the conference Room you selected


'''Note:''' If the Conferencing Room that you selected has a Room PIN, your transferred Participants has to enter the Room PIN of the Conferencing Room. This will also allow them to always Join in to this Conference Room if you don't change the PIN.  
=== You are part of a three-party conference call while you get an incoming call. You want wo transfer everybody to a MyApps Conference Room. ===
You transfer participants by calling the conference room yourself and then connect the participants to the room. This method has the significant advantage that the participants don't have to know and enter the PIN themselves. Using the Softphone App you might have to dial in the room PIN multiple times though.
* First take the incoming call. The conference party members get held
* Now move to your phonebook and call the conference room. If necessary put in the PIN to the MyApps Conference Call. You can also use the Conference App to dial in to the room and skip the PIN prompt
[[File:ConfRoom.jpg|alt=ConfRoom|border|/ConfRoom.jpg|/ConfRoom.jpg]]


'''Now you have Successfully Transferred your Participants to the MyApps Conference Room!'''
* Go back to your calls and choose the participant you would like to move to the conference room and select the option ''"Connect with''..."
[[File:ConnectWithRoom.jpg|alt=ConnectWithRoom|border|/ConnectWithRoom.jpg|/ConnectWithRoom.jpg]]


* Repeat these steps for every participant that you would like to transfer to the conferencing room
Now you have successfully transferred the participants to the MyApps Conference Room.


=='''Transferring a Three-Party Conferencing Call to a MyApps Conference Room with PIN'''==
== '''Scenario C: Advanced Transfer to a Conference Room with a PIN''' ==


=== Pre Configuration you have to make to make a Call Transfer to a MyApps Conference Room possible ===
=== You are part of a three-party conference call and want to transfer participants to a conference room completely without the need to enter the PIN number. ===


Before you can transfer someone from a Call to a MyApps conference room, you have to make some pre-configurations to make it possible to transfer someone with the conference room pin.
=== Configuration ===
Before you can transfer someone from a Call to a MyApps conference room, you have to make some pre-configurations to make it possible to transfer someone without entering the conference room pin.
<br/>


* First you create a new Trunk Line object and give the following parameters -> Long Name, Name, Number and Password.
* First we create a new Trunk Line object and give the following parameters -> ''Long Name, Name, Number'' and ''Password''
* Now you register the newly created Trunk Line object to your Gateway, for this you go to Gateway/GK on your PBX where you would like to Register the Trunk line to.
[[File:Trunkobject2.jpg|alt=Trunk Object configuration|border|/Trunkobject2.jpg|/Trunkobject2.jpg]]
* After that, you select the Gateway Interface where you would like to Register your Trunk Line to and enter the following parameters -> Name, Protocol, Mode -> Register as Gateway, Address (which has to be the Address where the Trunk Line object was created) and Password (which has to be identical to the Password that you configured on the Trunk Line object).
<br/><br/>
* As next, you create a new Route which goes in to the Gateway interface that you just created (GW1), also choose this Gateway interface as output.
* Now you edit the Route and choose an input number (This Number has to be a number that you also dial with your Trunk Line Number, to reach that Route) and an output Number (This Number has to be the Number of your Conference Room).
* With this Configuration, your participants still have to enter the PIN of your MyApps Conference Room, so we also add a DTMF dialing to the MyApps Conference Room Number in your Route.
* So now add the Sign for a DTMF Dialing to your Conference Room destination '^' and enter your PIN afterwards, this way your Room PIN will follow after your Room Number. (Example: my Room Number is 6902, my Room PIN is 1234, this means my Room output Number is 6902^1234).
It should look like this then:


[[File:Route-3way-conference.png]]
Now we register the newly created Trunk Line object to your gateway:
* Go to ''Gateway/GK'' on your PBX where you would like to register the trunk line to


* Now you also pick where the Call should be routed to, so select your Gateway where your Trunk Line is located at (GW1 in my Case).
* Select the gateway interface where you would like to register your trunk line to (We choose ''GW1'' for this example)
* Test your Configuration: Call the Trunk Line number following the Number of your input route, for example -> 63 (which is my Trunk Line Number) and 2 (which is my input Route Number) -> This means I call 632. Now you should be directly be routed to your MyApps Conference Room.
* Enter the following parameters:
** ''Name''
** ''Protocol''
** ''Mode:'' Register as Gateway
** Address: (has to be the Address where the Trunk Line object was created)
** ''Password'': (has to be identical to the password that you configured on the Trunk Line object)
** ''Alias List/Name:'' trunk (has to be identical to the Devices Hardware Id of the Trunk Line object)
[[File:Trunkgateway.jpg|alt=Gateway configuration|border|/Trunkgateway.jpg|/Trunkgateway.jpg]]
<br/><br/>


'''Now you have successfully created a Route to a MyApps Conference Room with a PIN'''
Note: Alternatively you can use your hardware ID to register the gateway interface to the Trunk Line object. Leave empty ''Password'' and ''Alias List/Name'' in the gateway interface configuration and in the Trunk Line object set ''Hardware ID'' to ''009033AABBCC-GW1'' (replace ''AABBCC'' according to your hardware ID).
<br/><br/>
As next, we create a new route which goes to the gateway interface that we just created (GW1):
* Go to ''Gateway/Routes'' and click on the small icon in the upper left to add a new route
* Optional: Add a description
* In the left choose the gateway interface as ''source interface''
* Also set it as ''destination interface'' in the drop-down menu on the right
[[File:TrunkRoute2.jpg|alt=Route back configuration|border|/TrunkRoute2.jpg|/TrunkRoute2.jpg]]
<br/><br/>


=== Optional Configuration you can make to Transfer even faster ===
Now we add the dialing rule to our route.
*Choose an ''input number'' (this is the number that you'll have to dial along with your trunk line number to reach that route. In this example it's ''2'')
* Set the ''output number'' (this number has to be the number of your conference room. In this example it's ''00301'')
With this configuration your participants still have to enter the PIN of your MyApps Conference Room, so we also have to add a DTMF dialing to the output number so that the PIN will be dialed automatically. (Example: my room number is ''00301'', my Room PIN is ''1234'', this means the output number is ''00301^1234'').
* As discussed add ^ followed by the PIN to the output number
[[File:TrunkRoute.jpg|alt=Route configuration|border|/TrunkRoute.jpg|/TrunkRoute.jpg]]
<br/><br/>


With this Configuration, you are able to Transfer faster to a MyApps Conference Room with a PIN


* Create a dummy User with the following parameters -> Long Name, Display Name, Name and Number.
Our new route should now appear like this in the routes overview:<br/>
* Now you create a CFU for that User to the Trunk Line Number of your MyApps conference Room. In my case it is 632
[[File:RouteOverview.jpg|alt=Route Overview|border]]
* If you now call the dummy User, you will be directly transferred to the MyApps Conference Room without entering the PIN.
<br/><br/>


'''Now you have successfully created a dummy User to directly Transfer into a MyApps Conference Room'''
Now you have successfully created a Route to our MyApps Conference Room.
<br/><br/>


=== To Transfer participants to your MyApps Conference Room with PIN, Proceed as above and either use your dummy User or your Trunk Line extension ===
=== Testing the configuration: ===
Call the trunk line number followed by the number of your input route. For example:
''63'' (which is the trunk line number) and ''2'' (which is the input route number) -> This means we have to call ''632''.
The call should be directly routed to your MyApps Conference Room.
<br/><br/>


=='''Transferring an incoming Call while being part of a Three-Party Conferencing Call to a MyApps Conference Room with/without PIN'''==
=== Transferring calls: ===
Scenario: You are Part of a Three-party Conference Call and you get an incoming Call


=== With PIN without dummy ===
* First you open the call information on your Softphone for the ongoing call
[[File:call-info-softphone.png|/Call-info-softphone.png|/Call-info-softphone.png]]
<br/><br/>


This way, you can take an incoming Call and Transfer it to a MyApps Conference Room with PIN (Without a dummy User) while you are being in a Three-Party Conference Call.
* Now you select the participants you would like to Transfer to the conferencing room and click the ''Transfer Button''
[[File:softphone-panel.png|/Softphone-panel.png|/Softphone-panel.png]]
<br/><br/>


* First you take the Call
* After that, your users window appears
* Now you move to your Phonebook and Call the Conference Room.
* Now type ''632'' and click on ''Transfer to''
* After that, you put in your PIN to the MyApps Conference Call.
[[File:transferToRoute.jpg|/TransferToRoute.jpg|/TransferToRoute.jpg]]
* Now you move back to your Calls and choose a Participant you would like to Move to the Conference Room and select the Option "Connect with ...".
<br/><br/>


[[File:Eingehend_vermitteln_edited.png]]
* Do that procedure with every participant that you would like to transfer to the conferencing room
* At last join the conference yourself
<br/>
Now you have successfully transferred your participants to the MyApps Conference Room.
<br/><br/>


* The Participant is now being moved to the Conference Room without having to type in the PIN anymore.
=== Optional Configuration to make Transfer even easier/faster ===
* '''Note:''' If you want to move every Participant, then you have to redo the steps above and move every single Member manually.


=== With PIN with dummy ===
Now you can transfer participants to your conference room using the route number, in this example ''632''. As a finishing touch it might be worth it to add a dummy user which forwards all calls to the route. Now remembering "qc" or "Quick Conference" is all it takes to transfer participants to our MyApps Conference Room.
<br/>
* Create a User with the following parameters: ''Long Name, Display Name, Name'' and ''Number''
[[File:Quickconfuser.jpg|alt=quickconfuser|border|/Quickconfuser.jpg|/Quickconfuser.jpg]]
<br/><br/>


This way, you can take an incoming Call and Transfer it to a MyApps Conference Room with PIN (With a dummy User) while you are being in a Three-Party Conference Call.
* Now add a CFU to that User towards the trunk line number of your MyApps Conference Room. In this case ''632''
[[File:Cfu.jpg|alt=Cfu|border|/Cfu.jpg|/Cfu.jpg]]
<br/><br/>


* First you take the Call
Now you have successfully created a dummy User to directly transfer into a MyApps Conference Room without the need of entering the PIN.
* Now you move to your Phonebook and Call the dummy User.
* Now you move back to your Calls and select a Participant you would like to Move to the Conference Room and select the Option "Connect with ...".
* The Participant is now being moved to the Conference Room without having to type in the PIN anymore.
* '''Note:''' If you want to move every Participant, then you have to redo the steps above and move every single Member manually.


 
== Known issues ==
[[Category:Step-by-Step]]
* Currently with 14r2 transferring a Participant to a conference room does not support Video. We are working on a fix for so that video is also working again.

Latest revision as of 11:48, 28 February 2025


If you have difficulty understanding the written language, we recommend to use www.deepl.com for translation. If installed, you can also use the translation function of your browser by right-clicking.

Pre-information

In this Article we will show you how you can extend your 3-way conference to an Innovaphone Conference Room. For instance, if you have an ongoing 3 way call and you expect another participant to join, you can simply transfer all participants as well as new incoming calls to an Innovaphone Conference Room.

What do you need?

  • myApps Conference Room
  • Conference Licenses
  • More than 3 Participants
  • myApps Native Client with Softphone in use
  • myApps at least V13r3

Purpose

  • On a Desk Phone, you have the option to concatenate a 3-party conferencing call to have more than 3 participants
  • On the Softphone you don't have the option to add another participant, so transferring is necessary

Procedure

  • If the Conference Room does not have a PIN follow Scenario A
  • If the Conference Room has a PIN, you generally have the following options:
    • Deactivate the room PIN temporarily or give the PIN to your participants - they will have to type it in to successfully join. Follow Scenario A
    • If you are comfortable to enter the PIN for the participants follow Scenario B
    • Else if you don't want to enter the PIN follow Scenario C

Scenario A: Transfer to a Conference Room without a PIN

You are part of a three-party conference call and want to transfer the participates to a MyApps Conference Room.

This method also works when the room has a PIN set but the transferred participants have to know and enter the room PIN manually. Keep in mind when sharing PINs to participants that this will allow them to join this conference room at any given time. So you might want to change the PIN afterwards.

  • First you open the call information on your Softphone for the ongoing call

/Call-info-softphone.png

  • Now you select the participants you would like to transfer to the conferencing room and click the Transfer Button

/Softphone-panel.png

  • After that, your Users Window appears
  • Now you select the conferencing room that you would like to transfer your participant to and click on Transfer to Button

/Room-search.png

  • Do that procedure with every participant that you would like to transfer to the conferencing room
  • At last join the conference yourself

Now you have successfully transferred the participants to the MyApps Conference Room.

Scenario B: Basic Transfer to a Conference Room with a PIN

You are part of a three-party conference call while you get an incoming call. You want wo transfer everybody to a MyApps Conference Room.

You transfer participants by calling the conference room yourself and then connect the participants to the room. This method has the significant advantage that the participants don't have to know and enter the PIN themselves. Using the Softphone App you might have to dial in the room PIN multiple times though.

  • First take the incoming call. The conference party members get held
  • Now move to your phonebook and call the conference room. If necessary put in the PIN to the MyApps Conference Call. You can also use the Conference App to dial in to the room and skip the PIN prompt

ConfRoom

  • Go back to your calls and choose the participant you would like to move to the conference room and select the option "Connect with..."

ConnectWithRoom

  • Repeat these steps for every participant that you would like to transfer to the conferencing room

Now you have successfully transferred the participants to the MyApps Conference Room.

Scenario C: Advanced Transfer to a Conference Room with a PIN

You are part of a three-party conference call and want to transfer participants to a conference room completely without the need to enter the PIN number.

Configuration

Before you can transfer someone from a Call to a MyApps conference room, you have to make some pre-configurations to make it possible to transfer someone without entering the conference room pin.

  • First we create a new Trunk Line object and give the following parameters -> Long Name, Name, Number and Password

Trunk Object configuration

Now we register the newly created Trunk Line object to your gateway:

  • Go to Gateway/GK on your PBX where you would like to register the trunk line to
  • Select the gateway interface where you would like to register your trunk line to (We choose GW1 for this example)
  • Enter the following parameters:
    • Name
    • Protocol
    • Mode: Register as Gateway
    • Address: (has to be the Address where the Trunk Line object was created)
    • Password: (has to be identical to the password that you configured on the Trunk Line object)
    • Alias List/Name: trunk (has to be identical to the Devices Hardware Id of the Trunk Line object)

Gateway configuration

Note: Alternatively you can use your hardware ID to register the gateway interface to the Trunk Line object. Leave empty Password and Alias List/Name in the gateway interface configuration and in the Trunk Line object set Hardware ID to 009033AABBCC-GW1 (replace AABBCC according to your hardware ID).

As next, we create a new route which goes to the gateway interface that we just created (GW1):

  • Go to Gateway/Routes and click on the small icon in the upper left to add a new route
  • Optional: Add a description
  • In the left choose the gateway interface as source interface
  • Also set it as destination interface in the drop-down menu on the right

Route back configuration

Now we add the dialing rule to our route.

  • Choose an input number (this is the number that you'll have to dial along with your trunk line number to reach that route. In this example it's 2)
  • Set the output number (this number has to be the number of your conference room. In this example it's 00301)

With this configuration your participants still have to enter the PIN of your MyApps Conference Room, so we also have to add a DTMF dialing to the output number so that the PIN will be dialed automatically. (Example: my room number is 00301, my Room PIN is 1234, this means the output number is 00301^1234).

  • As discussed add ^ followed by the PIN to the output number

Route configuration


Our new route should now appear like this in the routes overview:
Route Overview

Now you have successfully created a Route to our MyApps Conference Room.

Testing the configuration:

Call the trunk line number followed by the number of your input route. For example: 63 (which is the trunk line number) and 2 (which is the input route number) -> This means we have to call 632. The call should be directly routed to your MyApps Conference Room.

Transferring calls:

  • First you open the call information on your Softphone for the ongoing call

/Call-info-softphone.png

  • Now you select the participants you would like to Transfer to the conferencing room and click the Transfer Button

/Softphone-panel.png

  • After that, your users window appears
  • Now type 632 and click on Transfer to

/TransferToRoute.jpg

  • Do that procedure with every participant that you would like to transfer to the conferencing room
  • At last join the conference yourself


Now you have successfully transferred your participants to the MyApps Conference Room.

Optional Configuration to make Transfer even easier/faster

Now you can transfer participants to your conference room using the route number, in this example 632. As a finishing touch it might be worth it to add a dummy user which forwards all calls to the route. Now remembering "qc" or "Quick Conference" is all it takes to transfer participants to our MyApps Conference Room.

  • Create a User with the following parameters: Long Name, Display Name, Name and Number

quickconfuser

  • Now add a CFU to that User towards the trunk line number of your MyApps Conference Room. In this case 632

Cfu

Now you have successfully created a dummy User to directly transfer into a MyApps Conference Room without the need of entering the PIN.

Known issues

  • Currently with 14r2 transferring a Participant to a conference room does not support Video. We are working on a fix for so that video is also working again.