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

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


'''In this Article we will show you how you can extend your 3 way Conference to an Innovaphone Conference Room.'''
'''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.'''


=='''Pre-information'''==
=='''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?===
===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 20: Line 19:
===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 transfering 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 confortable to enter the PIN yourself follow '''Scenario B'''
** Else if you dont want to enter the PIN follow '''Scenario C'''


===Limitations===
== '''Scenario A: Transfer to a Conference Room without a PIN''' ==


* 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
=== You are part of a three-party conference call and want to transfer the participates to a MyApps Conference Room. ===
* First you open the call information on your Softphone for the ongoing call


[[File:call-info-softphone.png|/Call-info-softphone.png]]


=='''Transferring a Three-Party Conferencing Call to a MyApps Conference Room without PIN'''==
* Now you select the participants you would like to transfer to the conferencing room and click the ''Transfer Button''


=== Start a Three-Party Conferencing Call ===
[[File:softphone-panel.png|/Softphone-panel.png]]


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.
* 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''


=== Transfer ongoing call participates to a MyApps Conference Room ===
[[File:room-search.png|/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.
 
 
'''Note:''' This method in theory 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.
 
== '''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.
* First take the incoming call. The three-party conference gets held
* Now move to your phonebook and call the conference room. If necessary put in the PIN to the MyApps Conference Call
* Go back to your calls and choose the participant you would like to move to the conference room and select the option ''"Connect with''..."
* Repeat this 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.
 
 
'''Note:''' This method also works when the room has a PIN set and it has the significant advantage that the participants dont have to know and enter the PIN themself. Using the softphone you will have to dial in the rooms PIN multiple times though.
 
== '''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''
[[File:Trunkobject2.jpg|alt=Trunk Object configuration|border]]
 
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)
[[File:Trunkgateway.jpg|alt=Gateway configuration|border]]


* First you open the Call information on your Softphone for the ongoing Call


[[File:call-info-softphone.png]]
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
* Choose an ''input number'' (this number is the number that you'll have to dial along with your trunk line number to reach that route)
* Set the ''output number'' (this number has to be the number of your conference room. In this example its ''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]]


* Now you select the Participants you would like to Transfer to the Conferencing Room and Click the Transfer Button


[[File:softphone-panel.png]]
Now we quickly add the route back:


* After that, your Users window appears
* Click on the second symbol (the box with an arrow down to the right) between the ''From'' and ''To'' column to modify our route
* Now you select the Conferencing Room that you would like to Transfer your Participant to and Click on "Transfer to" Button
* 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
* leave the rest as is


[[File:room-search.png]]
[[File:TrunkRoute2.jpg|alt=Route back configuration|border]]


* Do that procedure with every Participant that you would like to Transfer to the Conferencing Room
* 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.
Our new route should now appear like this in the routes overview:


'''Now you have Successfully Transferred your Participants to the MyApps Conference Room!'''
[[File:RouteOversight.jpg|alt=Route Oversight]]




=='''Transferring a Three-Party Conferencing Call to a MyApps Conference Room with PIN'''==
Now you have successfully created a Route to a MyApps Conference Room with a PIN


=== Pre Configuration you have to make to make a Call Transfer to a MyApps Conference Room possible ===
Test our configuration: Call the trunk line number following the number of your input route. For example:


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.
''63'' (which is the trunk line number) and ''2'' (which is the input route number) -> This means we call ''632''.


* First you create a new Trunk Line object and give the following parameters -> Long Name, Name, Number and Password.
Now we should be directly be routed to your MyApps Conference Room.
* 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.
* 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).
* 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]]
=== Transferring calls: ===


* 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).
* First you open the Call information on your Softphone for the ongoing Call
* 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.


'''Now you have successfully created a Route to a MyApps Conference Room with a PIN'''
[[index.php?title=File:Call-info-softphone.png]]


=== Optional Configuration you can make to Transfer even faster ===
* Now you select the Participants you would like to Transfer to the Conferencing Room and Click the Transfer Button


With this Configuration, you are able to Transfer faster to a MyApps Conference Room with a PIN
[[index.php?title=File:Softphone-panel.png]]


* Create a dummy User with the following parameters -> Long Name, Display Name, Name and Number.
* After that, your Users window appears
* Now you create a CFU for that User to the Trunk Line Number of your MyApps conference Room. In my case it is 632
* Now type ''632'' and click on ''Transfer to Button''
* If you now call the dummy User, you will be directly transferred to the MyApps Conference Room without entering the PIN.


'''Now you have successfully created a dummy User to directly Transfer into a MyApps Conference Room'''
[[index.php?title=File:Room-search.png]]


=== To Transfer participants to your MyApps Conference Room with PIN, Proceed as above and either use your dummy User or your Trunk Line extension ===
* Do that procedure with every participant that you would like to transfer to the conferencing room
* At last join the conference yourself


=='''Transferring an incoming Call while being part of a Three-Party Conferencing Call to a MyApps Conference Room with/without PIN'''==
Now you have successfully transferred your participants to the MyApps Conference Room.
Scenario: You are Part of a Three-party Conference Call and you get an incoming Call


=== With PIN without dummy ===


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.
=== Optional Configuration you can make to Transfer even faster ===


* First you take the Call
With this Configuration, you are able to Transfer faster to a MyApps Conference Room with a PIN
* Now you move to your Phonebook and Call the Conference Room.
* After that, you put in your PIN to the MyApps Conference Call.
* 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 ...".


[[File:Eingehend_vermitteln_edited.png]]
* Create a dummy User with the following parameters -> Long Name, Display Name, Name and Number.
* Now you create a CFU for that User to the Trunk Line Number of your MyApps conference Room. In my case it is 632
* If you now call the dummy User, you will be directly transferred to the MyApps Conference Room without entering the PIN.


* The Participant is now being moved to the Conference Room without having to type in the PIN anymore.
'''Now you have successfully created a dummy User to directly Transfer into a MyApps Conference Room'''
* '''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 ===
=== With PIN with dummy ===

Revision as of 16:08, 25 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. In this Article we will show you how you can extend your 3 way Conference to an Innovaphone Conference Room.

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.

Pre-information

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 transfering 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 confortable to enter the PIN yourself follow Scenario B
    • Else if you dont 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.

  • 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.


Note: This method in theory 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.

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.

  • First take the incoming call. The three-party conference gets held
  • Now move to your phonebook and call the conference room. If necessary put in the PIN to the MyApps Conference Call
  • Go back to your calls and choose the participant you would like to move to the conference room and select the option "Connect with..."
  • Repeat this 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.


Note: This method also works when the room has a PIN set and it has the significant advantage that the participants dont have to know and enter the PIN themself. Using the softphone you will have to dial in the rooms PIN multiple times though.

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


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


Now we quickly add the route back:

  • Click on the second symbol (the box with an arrow down to the right) between the From and To column to modify our 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
  • leave the rest as is

Route back configuration


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

Route Oversight


Now you have successfully created a Route to a MyApps Conference Room with a PIN

Test our configuration: Call the trunk line number following 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 call 632.

Now we should be directly be routed to your MyApps Conference Room.

Transferring calls:

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

index.php?title=File:Call-info-softphone.png

  • Now you select the Participants you would like to Transfer to the Conferencing Room and Click the Transfer Button

index.php?title=File:Softphone-panel.png

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

index.php?title=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 your participants to the MyApps Conference Room.


Optional Configuration you can make to Transfer even faster

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.
  • Now you create a CFU for that User to the Trunk Line Number of your MyApps conference Room. In my case it is 632
  • If you now call the dummy User, you will be directly transferred to the MyApps Conference Room without entering the PIN.

Now you have successfully created a dummy User to directly Transfer into a MyApps Conference Room

With PIN with dummy

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.

  • First you take the Call
  • 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

  • Currently with 14r2 transferring a Participant to a conference room does only support Video. We are working on a fix for that so that video is also working again