Course10:Basic - myPBX

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There are also other versions of this article available: Course11 | Course10 (this version) | Course12

innovaphone UC client

Introduction

myPBX is innovaphones UC client, it was introduced with v9 but greatly enhanced in v10. Its UC-server is the PBX.
myPBX is a great collaboration tool allowing you to communicate through various methods(voice, video, chat) with other users.

In our Basic Training we will focus on the more basic features and also give you the possibility to try them out with other course students. You find the fish-help.png feature description in our wiki, together with a detailed configuration description.


Walk-Through

Here is a quick walk-through showing the basic functionality.

A full user guide is available in German and English.

Overview

The right-sided screenshot.png screenshot provides an overview about the main action areas within the myPBX application. Following a description how to use the main functionalities.

Device selection


Any device which is bound to the myPBX user can be selected within this area for use on outgoing calls initiated via myPBX. Just click on the device button and select an appropriate device (if any) to be used.

Audio Calls


The search field allows you to search for (PBX and external directory) contacts and execute outgoing calls using the selected device. Hover over the displayed results and press the screenshot.png handset symbol to orginate a call. Just give it a try.

Click to Dial


A hotkey can be configured in order to provide a Click To Dial functionality - you have to copy to clipboard(Ctrl+C) the desired number and then you have to press the configured hot key. The myPBX client will then pop up, having the selected number in its search field.

Call History


Finally you can use the call history tab to get an overview of all your incoming and outgoing calls. The call history is stored in a separate fish-help.png Reporting database and contains information of calls made from/to all devices assigned to your user - no matter if the myPBX client was started at the moment or not (i.e. the call records are independent of myPBX, myPBX is just one possible method to display them).

Chat

In addition to normal audio calls you can use the myPBX client to start chat session to one or more users(multi-part-chat). Even though the chat messages are signalled, similar to calls, through the PBX, the chat endpoint is always the myPBX client- not an innovaphone phone. As a result, you cannot send a chat message to user who does not have a running myPBX client.

If a chat session is possible, you will see a screenshot.png chat bubble icon at your contact entry. The person you invite to the chat will get a screenshot.png popup notification through the myPBX-icon located in the Windows task bar.
A chat history is stored by each client, allowing the user to review the chat.

Favourites list

The screenshot.png Favourites list section is situated below the search-field. You can add contact buttons for internal or external users, the entries will display the presence state and call information of the assigned users. Normally you would start with an empty contact list, for training purposes we configured already some entries. The list is stored in the PBX, as a result you will have the same contact list on all myPBX clients.

To create new entries, type the desired name or number in the search field. Use the screenshot.png star symbol to add new entries. myPBX will automatically decide the type of the contact (internal or external) based on the fish-help.png dialing location of the user.

You can create additional Favourites lists for your contacts and by this group them.

The amount of contact list entries is theoretically not limited. However since it is stored in the PBX, it is limited by the maximum size of the config line and also by resource limitations (e.g. Flash Memory) of the PBX.


Presence

Presence is one of the main aspects of collaboration. In combination with the contact list and allows you to monitor the state of your colleagues.

myPBX is also a very comfortable tool to screenshot.png manage your own presence. In the upper part of the client, you can see/change your presence state and also add/delete an additional presence note (e.g. presence: away, note: at customer until 16.00) .

The presence of all users is stored in the PBX and displayed additionally at phones (via a function key) or when calling a user.

How it works

Looks nice, doesn't it?

In order for you to be able to install, configure and support it, it may be useful to understand how all this works.

Here is the screenshot.png myPBX scheme

.

Let us see what we have:
  • the phone talks to the PBX as usual (via H.323).
    This does not change whether myPBX runs or not
  • The myPBX client of course talks to the PBX (via HTTP) to perform call control and learn the status of other users (buddies).
    For this you need nothing special, except that the myPBX client must be installed on the User's PC and needs to have the PBX address and credentials configured
  • The myPBX client does not take note of calls that have been done. Instead a separate innovaphone reporting service runs on a Linux Application Platform and the PBX reports all calls to this service (via HTTP). The myPBX client retrieves this data directly from the service (via HTTP). For this to work, you will need to install the reporting service, obviously
  • the phone retrieves directory information from the directory service (via LDAP). myPBX though retrieves this information indirectly through the PBX. That is why the PBX talks to the directory service on behalf of the myPBX client (via LDAP). The directory service itself is a 3rd party product, e.g. Estos Metadir and needs to be installed separately

This is pretty straight forward. However, video is a bit more tricky:

  • Video signalling and media streaming is actually done by the phone, not myPBX. For video to work, you do need an innovaphone phone thus (hard- and software-phone will do)
  • the myPBX client itself connects to the phone to get at the video data. It displays the video on the screen and sends the captured camera data to the phone

Finally, let us have a closer look at "the myPBX client".

screenshot.png myPBX schema

The thing that is installed on the users PC is the myPBX launcher. This is a windows program that creates 2 windows

  • the Video window
  • the UC client window

Aside from that, the launcher does things like grabbing windows hotkeys (such as F8 to bring myPBX to the front) or handle the windows clipboard (to copy window content as number-to-be-dialled).

The UC client window actually is an Internet Explorer web bowser widget embedded into the myPBX launcher. This is true even if your favourite browser is different!

The myPBX launcher - being a windows program - of course does not run on any other platform such as Mac-OS, iOS or Android. However, you can still run the myPBX Web UI as it is a pure web application.